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

29.373 (0.376%)

NAV on July 23, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 4,365 cr

Turnover Ratio 104.89%

Expense Ratio 0.82%

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 38.45

P/B Ratio 6.75

Launch Date March 28, 2019

Benchmark Nifty LargeMidcap 250 TR INR

Financial 28.51%

Industrial 22.27%

Technology 7.54%

Basic Materials 2.47%

Consumer Cyclical 20.66%

Utilities Services 2.52%

Healthcare Services 10.08%

Energy Services 0.02%

Communication Services 3.20%

Consumer Defensive 2.64%

Real Estate 0.09%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	37.584	18.83%	11,816 cr	0.64%	High
Invesco India Large&MidCap Fund Direct Plan Growth	122.560	17.56%	7,887 cr	0.68%	Above Average
Quant Large and Mid Cap Fund Growth Option Direct Plan	127.344	-8.52%	3,840 cr	0.64%	High
Kotak Large & Midcap Direct Growth	396.206	5.02%	28,294 cr	0.55%	Below Average
HSBC Large and Mid Cap Fund Direct Growth	29.373	4.37%	4,365 cr	0.82%	High
DSP Large & Mid Cap Fund Direct Plan Growth	694.519	3.58%	15,663 cr	0.63%	Average