HSBC Large Cap Fund - Regular Growth

Equity: Large Cap Open Ended Scheme
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NAV
₹ 462.1943 ₹ 3.59 (0.78 %)
as on 23-05-2025
Asset Size (AUM)
1,808.98 Cr
Launch Date
Dec 10, 2002
Invest in this scheme
Investment Objective
The scheme seeks to generate long-term capital growth from a diversified portfolio of equity and equity related securities of companies across a range of market capitalisations, with a preference for medium and large companies.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Dec 10, 2002
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18.61

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.6 %
Expense Ratio
2.14%
Volatility
12.72 %
Fund House
HSBC Mutual Fund
Fund Manager
FM 1 - Neelotpal Sahai, FM 2 - Gautam Bhupal
Key Features
Scheme description
This fund has moderate ups and downs compared to other equity funds but can give sustainable returns in the medium to long run. Investment in this fund can be made for a horizon of at least 4 years or more
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment Nil If units redeemed or switched out are over and above the limit within 1 yearfrom the date of allotment 1% If units are redeemed or switched out on or after 1 year from the date of allotment Nil A switch-out or a withdrawal under SWP may also attract an Exit Load like any Redemption. No Exit load will be chargeable in case of switches made between different options of the Scheme. No Exit load will be chargeable in case of Units allotted on account of dividend reinvestments, if any.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
HSBC Large Cap Fund - Regular Growth
Motilal Oswal Large Cap Regular Plan Growth
DSP Large Cap Fund - Regular Plan - Growth
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
Franklin India Bluechip Fund-Growth
Mirae Asset Large Cap Fund - Growth Plan
WhiteOak Capital Large Cap Fund Regular Plan Growth
Aditya Birla Sun Life Frontline Equity Fund-Growth
SBI Blue Chip Fund-Regular Plan Growth
ICICI Prudential Bluechip Fund - Growth
Performance

Scheme Performance (%)

Data as on - 23-05-2025

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
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.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
HSBC Large Cap Fund - Regular Growth 10-12-2002 5.45 18.78 17.35 21.73 11.8
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 22.45 0.0 0.0 0.0 0.0
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 14.24 24.52 21.91 23.71 11.66
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 10.79 20.45 18.26 22.4 13.5
Franklin India Bluechip Fund-Growth 01-12-1993 10.59 19.28 16.4 22.75 10.9
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 10.25 17.15 15.3 22.41 13.1
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 10.04 22.21 0.0 0.0 0.0
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 9.45 20.53 18.49 24.33 12.25
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 9.42 17.35 17.56 23.97 12.46
ICICI Prudential Bluechip Fund - Growth 05-05-2008 9.19 24.07 21.04 26.19 13.99
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings