Scheme Overview
HSBC Large & Mid Cap Fund - Regular Growth
Category: Equity: Large and Mid Cap |
Launch Date: 03-03-2019 |
Asset Class: Equity |
Benchmark: NIFTY LARGE MIDCAP 250 TRI |
Expense Ratio: 2.02% As on ( 31-03-2024) |
Status: Open Ended for subscription |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,768.75 Cr As on ( 31-03-2024) |
Turn over: 105 |
23.1914
-0.44 ( -1.8839% )
17.99%
NIFTY LARGE MIDCAP 250 TRI16.42%
PERFORMANCE of HSBC Large & Mid Cap Fund - Regular Growth
Scheme Performance (%) Data as on - 07-05-2024
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
HSBC Large & Mid Cap Fund - Regular Growth | 44.27 | 20.9 | 19.01 | - | 17.99 |
NIFTY LARGE MIDCAP 250 TRI | 41.09 | 22.0 | 21.24 | 18.41 | 16.42 |
Equity: Large and Mid Cap | 41.0 | 21.0 | 19.56 | 17.3 | 15.89 |
Yearly Performance (%)
Fund Managers
Cheenu Gupta, Abhishek Gupta
Investment Objective
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
RETURNS CALCULATOR for HSBC Large & Mid Cap Fund - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of HSBC Large & Mid Cap Fund - Regular Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
HSBC Large & Mid Cap Fund - Regular Growth | 12.68 | 1.09 | 2.76 | 0.85 | - | - |
Equity: Large and Mid Cap | - | - | - | - | - | - |
PEER COMPARISION of HSBC Large & Mid Cap Fund - Regular Growth
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 44.27 | 26.39 | 20.9 | 19.01 | 0.0 |
Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 60.08 | 32.13 | 27.58 | 26.7 | 22.83 |
BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 53.42 | 32.16 | 24.88 | 20.93 | 16.77 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 05-10-2019 | 51.7 | 34.46 | 25.7 | 0.0 | 0.0 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | 30-12-2019 | 47.53 | 23.98 | 23.08 | 0.0 | 0.0 |
Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 46.41 | 27.45 | 21.17 | 18.43 | 17.06 |
HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 46.02 | 28.86 | 25.79 | 21.65 | 15.08 |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 45.22 | 28.06 | 22.39 | 19.9 | 15.76 |
Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 44.84 | 26.78 | 22.42 | 19.02 | 15.34 |
DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 44.3 | 26.79 | 19.62 | 19.52 | 17.85 |