Item: HSBC Large and Mid Cap Fund Direct Growth
Rating: 3
Author: Morningstar

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

25.276 (0.547%)

NAV on April 26, 2024

Category Equity:

Investment StyleBox

Large Growth

Total Assets 2,760 cr

Turnover Ratio 68.44%

Expense Ratio 0.98%

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 over 1 year) Abhishek Gupta (Since 26 days)

ISIN INF336L01NV5

Fund Family HSBC

P/E Ratio 26.72

P/B Ratio 4.66

Launch Date March 28, 2019

Benchmark Nifty LargeMidcap 250 TR INR

Financial 15.16%

Industrial 29.64%

Technology 10.63%

Basic Materials 2.56%

Consumer Cyclical 18.03%

Utilities Services 4.49%

Healthcare Services 6.76%

Energy Services 3.60%

Communication Services 0.95%

Consumer Defensive 2.66%

Real Estate 5.52%

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Quant Large and Mid Cap Fund Growth Option Direct Plan		127.949	68.38%	2,110 cr	0.75%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	29.104	59.64%	3,663 cr	0.49%	Above Average
DSP Equity Opportunities Fund Direct Plan Growth	582.795	48.43%	10,812 cr	0.77%	Average
Kotak Equity Opportunities Direct Growth	342.661	46.95%	19,861 cr	0.53%	Low