What is the NAV of HSBC Large & Mid Cap Fund?
The Current NAV of HSBC Large & Mid Cap Fund is ₹28.36, as of 13th June 2025What are the returns of HSBC Large & Mid Cap Fund?
The HSBC Large & Mid Cap Fund has been there since 28th March 2019- 1 Year Returns: 2.44
- 3 Year Returns: 25.24
- 5 Year Returns: 26.20
What are the top 5 sectors holdings of HSBC Large & Mid Cap Fund?
The top sectors HSBC Large & Mid Cap Fund has invested in are as for 28th 03 2019 are as follows -- IT Services & Consulting | 13.36%
- Electrical Components & Equipments | 12.26%
- Private Banks | 8.23%
- Industrial Machinery | 7.51%
- Specialized Finance | 6.67%
What are the top 5 holdings HSBC Large & Mid Cap Fund?
The top 5 holdings for HSBC Large & Mid Cap Fund are- Zomato Ltd | 4.86%
- Infosys Ltd | 4.35%
- Trent Ltd | 4.18%
- BSE Ltd | 3.54%
- HDFC Bank Ltd | 3.54%
What is the asset allocation of HSBC Large & Mid Cap Fund?
The HSBC Large & Mid Cap Fund is a plan that invests- Equity | 98.15%
- Cash & Equivalents | 1.85%
How to invest in HSBC Large & Mid Cap Fund?
If you wish to invest in HSBC Large & Mid Cap Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the HSBC Large & Mid Cap Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in HSBC Large & Mid Cap Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of HSBC Large & Mid Cap Fund?
The AUM of HSBC Large & Mid Cap Fund is 4173.38 Cr as of 13th June 2025What is the expense ratio of HSBC Large & Mid Cap Fund Plan?
The expense ratio of HSBC Large & Mid Cap Fund Plan is 0.83How to exit HSBC Large & Mid Cap Fund?
If you have invested in HSBC Large & Mid Cap Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of HSBC Large & Mid Cap Fund?
The alpha ratio for the HSBC Large & Mid Cap Fund is 3.10
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of HSBC Large & Mid Cap Fund?
The volatility or standard deviation for the HSBC Large & Mid Cap Fund is 20.14
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of HSBC Large & Mid Cap Fund?
The sharpe ratio for the HSBC Large & Mid Cap Fund is -0.07
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of HSBC Large & Mid Cap Fund?
The Sortino ratio for the HSBC Large & Mid Cap Fund is -0.01
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of HSBC Large & Mid Cap Fund?
The PE ratio (price-to-earnings) of the HSBC Large & Mid Cap Fund is 66.31 while category PE ratio is 48.771. Test MF FAQ for Mutual Fund HSBC Large & Mid Cap Fund Shares?
The Current NAV of HSBC Large & Mid Cap Fund is ₹28.36, as of 13th June 20255. Test MF FAQ Is there any lock-in period for HSBC Large & Mid Cap Fund Plan?
There is a lock in period of N/A for HSBC Large & Mid Cap Fund
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HSBC Large & Mid Cap Fund Direct Growth
Growth
28.360.16% (-0.05)
High
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Low
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Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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HSBC Large & Mid Cap Fund Performance & Key Metrics
HSBC Large & Mid Cap Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.83 | 66.31 | -0.07 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.89 | 48.77 | 2.14 |
HSBC Large & Mid Cap Fund Scheme InfoHSBC Large & Mid Cap Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY LargeMidcap 250 - TRI |
About Flexi Cap Fund
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
HSBC Large & Mid Cap Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
HSBC Large & Mid Cap Fund Peers & Comparison
Comparing 3 mutual funds from
EquityFlexi Cap Fund
EquityFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC Large & Mid Cap Fund | 2.44% | 25.24% | 18.26% |
| Parag Parikh Flexi Cap Fund | 12.52% | 24.47% | 20.07% |
| HDFC Mid-Cap Opportunities Fund | 7.98% | 32.71% | 21.41% |
| Nippon India Small Cap Fund | 1.58% | 30.79% | 25.60% |
HSBC Large & Mid Cap Fund Returns Comparison
Compare HSBC Large & Mid Cap Fund with any MF, ETF, stock or indexCompare HSBC Large & Mid Cap Fund with any MF, ETF, stock or index
HSBC Large & Mid Cap Fund
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
HSBC Large & Mid Cap Fund Asset Allocation
HSBC Large & Mid Cap Fund Asset Allocation
Actual
Target
May 2024
Sep 2024
Dec 2024
Jan 2025
May 2024
Sep 2024
Dec 2024
Jan 2025
HSBC Large & Mid Cap Fund Sector Distribution
HSBC Large & Mid Cap Fund Sector Distribution
May 2024
Sep 2024
Dec 2024
Jan 2025
HSBC Large & Mid Cap Fund Sector Weightage
HSBC Large & Mid Cap Fund Sector Weightage
IT Services & Consulting
IT Services & Consulting as a % of total holdings for last six quarters
HSBC Large & Mid Cap Fund Current Holdings
HSBC Large & Mid Cap Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
4.86 %
4.86 %Holdings
4.35 %
4.35 %Holdings
4.18 %
4.18 %
AMC Profile of HSBC Large & Mid Cap Fund
AMC Profile of HSBC Large & Mid Cap Fund
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,29,664.07 Cr.
HSBC Large & Mid Cap Fund Manager Details
HSBC Large & Mid Cap Fund Manager Details
HSBC Large & Mid Cap Fund Manager Profile
HSBC Large & Mid Cap Fund Manager Profile
Cheenu Gupta
AUM: ₹18,855.29 Cr.
|
Exp: —
Qualification
Data not available
Past Experience
Data not available
Funds Managed (13)
Equity (6)
1.36%
1.36%
23.81%
23.81%
1.91%
1.91%
12.50%
12.50%
23.86%
23.86%
2.50%
2.50%
Growth
4.75%
4.75%
27.21%
27.21%
1.73%
1.73%
Growth
5.85%
5.85%
28.59%
28.59%
0.68%
0.68%
13.46%
13.46%
25.10%
25.10%
1.80%
1.80%
2.44%
2.44%
25.24%
25.24%
0.83%
0.83%
HSBC Large & Mid Cap Fund Manager Performance (0)
HSBC Large & Mid Cap Fund Manager Performance (0)
Equity: Flexi Cap Fund
HSBC Large & Mid Cap Fund Tax Implications
HSBC Large & Mid Cap Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
+
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You make
HSBC Large & Mid Cap Fund Review & Opinions
HSBC Large & Mid Cap Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%