Item: HSBC Large and Mid Cap Fund Direct Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › HSBC Mutual Fund › HSBC Large and Mid Cap Fund Direct Growth

25.233 (-0.993%)

NAV on February 21, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 3,873 cr

Turnover Ratio 104.89%

Expense Ratio 0.89%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

Min Investment 5,000

Fund Manager Cheenu Gupta (Since about 2 years) Sonal Gupta (Since about 1 year) Abhishek Gupta (Since 11 months)

ISIN INF336L01NV5

Fund Family HSBC

P/E Ratio 42.88

P/B Ratio 7.94

Launch Date March 28, 2019

Benchmark Nifty LargeMidcap 250 TR INR

Financial 21.1%

Industrial 33.25%

Technology 11.07%

Basic Materials 1.5%

Consumer Cyclical 18.87%

Utilities Services 3.97%

Healthcare Services 5.33%

Energy Services 0.02%

Communication Services 0.40%

Consumer Defensive 0.38%

Real Estate 4.12%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Large&MidCap Fund Direct Plan Growth	99.400	14.86%	6,250 cr	0.66%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	30.289	12.73%	8,447 cr	0.54%	High
Quant Large and Mid Cap Fund Growth Option Direct Plan	115.112	-1.47%	3,612 cr	0.64%	High
DSP Equity Opportunities Fund Direct Plan Growth	618.674	10.71%	13,444 cr	0.71%	Average
HSBC Large and Mid Cap Fund Direct Growth	25.233	8.77%	3,873 cr	0.89%	Above Average
Kotak Equity Opportunities Direct Growth	342.551	8.15%	24,534 cr	0.58%	Below Average