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HSBC Mutual Fund · Equity: Large and Mid Cap
HSBC Large & Mid Cap Fund - Regular Growth
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
EquityBenchmark · NIFTY Large Midcap 250 TRITER · 3.09%Inception · 03-03-2019
NAV
₹28.04
+1.08% · as of 14-05-2026
Since inception
15.62%
CAGR
Benchmark (inception)
15.53%
CAGR
Fund size
₹49 Cr
AUM
Expense ratio
3.09%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +15.62% CAGR vs benchmark +15.53%.
Portfolio
Where the money is invested
Top holdings
RELIANCE INDUSTRIES LIMITED EQ5.47%
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-4.14%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-3.83%
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.77%
OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/-3.55%
Aditya Infotech Limited3.46%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.37%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.37%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-3.20%
Billionbrains Garage Ventures Limited3.05%
Sector allocation
Financial Services30.52%
Capital Goods22.30%
Oil, Gas & Consumable Fuels9.98%
Consumer Services7.55%
Metals & Mining5.67%
Healthcare5.04%
Power4.48%
Automobile and Auto Components4.32%
Telecommunication3.66%
Consumer Durables1.38%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 15.6% p.a.₹10,000
10 years
Projected value
₹28,95,488
Invested: ₹12,00,000
Gained: ₹16,95,488
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
C
Cheenu Gupta, Mayank Chaturvedi
Manager since fund inception data not available
ISIN & identifiers
AMFI code
146771
ISIN (Growth)
INF336L01NY9
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Large and Mid Cap funds
Motilal Oswal Large and MidCap Reg Gr
₹34.84
1Y
+11.3%
3Y
+24.9%
5Y
+21.5%
Helios Large & Mid Cap Fund Reg Gr
₹10.78
1Y
+8.9%
3Y
+0.0%
5Y
+0.0%
Bandhan Large & Mid Cap Reg Gr
₹137.88
1Y
+8.0%
3Y
+22.6%
5Y
+19.1%
BANK OF INDIA Large & Mid Cap Fund Eco Plan Gr
₹99.25
1Y
+7.0%
3Y
+16.8%
5Y
+15.2%
Invesco India Large and Mid Cap Gr
₹99.64
1Y
+6.6%
3Y
+22.8%
5Y
+18.3%
Want a personalised recommendation?
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