Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.61%
1 Month-11.92%
3 Months-12.02%
6 Months-7.38%
1 Year-1.96%
3 Years (CAGR)+11.62%
5 Years (CAGR)+9.43%
10 Years (CAGR)+11.87%
Since Inception (Apr 2006)+10.17%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-12.85%
3 Year SIP+1.84%
5 Year SIP+6.57%
Since Inception (Apr 2006)+10.44%
Fund Details
Fund HouseHSBC Mutual Fund
CategoryLarge Cap
Plan Typeregular
Optiongrowth
AUM₹1,894 Cr
Expense Ratio2.13%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date03 Apr 2006
AMFI Code101594
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
HSBC Large Cap Fund - Regular Growth aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.
About This Fund
HSBC Large Cap Fund - Regular Growth is a Large Cap mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹1,894 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.13%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations