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

28.802 (0.424%)

NAV on June 23, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 4,173 cr

Turnover Ratio 104.89%

Expense Ratio 0.83%

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 2 years) Sonal Gupta (Since over 1 year)

ISIN INF336L01NV5

Fund Family HSBC

P/E Ratio 36.46

P/B Ratio 6.59

Launch Date March 28, 2019

Benchmark Nifty LargeMidcap 250 TR INR

Financial 25.62%

Industrial 20.0%

Technology 9.55%

Basic Materials 2.61%

Consumer Cyclical 21.15%

Utilities Services 2.88%

Healthcare Services 12.03%

Energy Services 0.03%

Communication Services 3.32%

Consumer Defensive 2.72%

Real Estate 0.09%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	36.474	15.14%	10,840 cr	0.66%	High
Invesco India Large&MidCap Fund Direct Plan Growth	117.230	14.46%	7,274 cr	0.68%	Above Average
Quant Large and Mid Cap Fund Growth Option Direct Plan	126.209	-7.89%	3,739 cr	0.64%	High
DSP Large & Mid Cap Fund Direct Plan Growth	683.376	5.97%	15,013 cr	0.68%	Average
HSBC Large and Mid Cap Fund Direct Growth	28.802	2.57%	4,173 cr	0.83%	High
Kotak Equity Opportunities Direct Growth	384.923	2.51%	27,046 cr	0.55%	Below Average