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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 · 2.48%Inception · 03-03-2019
NAV
₹29.05
+0.70% · as of 13-10-2026
Since inception
15.24%
CAGR
Benchmark (inception)
15.01%
CAGR
Fund size
₹5,784 Cr
AUM
Expense ratio
2.48%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +15.24% CAGR vs benchmark +15.01%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.63%
Billionbrains Garage Ventures Ltd.3.94%
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-3.83%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-3.66%
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.60%
LENSKART SOLUTIONS PRIVATE LIMITED EQ3.55%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-3.55%
Aditya Infotech Limited3.49%
BSE LIMITED EQ NEW FV RS. 2/-3.19%
PB FINTECH LIMITED EQ NEW FV RS. 2/-3.12%
Sector allocation
Financial Services33.02%
Capital Goods28.34%
Metals & Mining7.60%
Consumer Services7.39%
Healthcare6.38%
Automobile and Auto Components5.71%
Fast Moving Consumer Goods4.34%
Oil, Gas & Consumable Fuels2.69%
Power1.69%
Consumer Durables0.75%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 15.2% p.a.₹10,000
10 years
Projected value
₹28,28,152
Invested: ₹12,00,000
Gained: ₹16,28,152
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
M
Mrs. Cheenu Gupta, Mr. Mayank Chaturvedi, Mr. Dipan S. Parikh
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
Quant Large & Midcap Gr
₹120.43
1Y
+6.6%
3Y
+12.4%
5Y
+11.8%
Motilal Oswal Large And Midcap Reg Gr
₹36.26
1Y
+4.4%
3Y
+19.2%
5Y
+16.3%
Sundaram Large And Midcap Gr
₹88.25
1Y
+2.3%
3Y
+11.9%
5Y
+8.7%
Bank Of India Large & Mid Cap Fund Eco Plan Gr
₹98.42
1Y
+2.0%
3Y
+11.6%
5Y
+9.5%
Axis Large & Mid Cap Fund Reg Gr
₹33.57
1Y
+1.7%
3Y
+12.5%
5Y
+9.0%
Want a personalised recommendation?
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