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Large Capregulargrowth📊 NIFTY 100 TRI(SEBI default)

HSBC Large Cap Fund - Regular Growth

HSBC Mutual Fund

#11 of 35 (1Y)

₹454.6262

6.06 (-1.31%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹454.6262

6.06 (-1.31%)

29 May 2026

AMFI: 101594

Direct · Growth

₹₹508.6403

6.75 (-1.31%)

29 May 2026

AMFI: 120030

Regular · IDCW

₹₹40.2727

0.54 (-1.31%)

29 May 2026

AMFI: 101593

Direct · IDCW

₹₹38.0574

0.50 (-1.31%)

29 May 2026

AMFI: 120029

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.42%
1 Month-3.84%
3 Months-7.59%
6 Months-6.31%
1 Year-0.56%
3 Years (CAGR)+11.67%
5 Years (CAGR)+10.38%
10 Years (CAGR)+12.25%
Since Inception (Dec 2002)+17.69%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-5.89%
3 Year SIP+3.94%
5 Year SIP+8.11%
Since Inception (Dec 2002)+12.95%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,40,500

Invested

₹7,88,368

Value today

12.8%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹2,27,313

Value today

17.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹14,05,000

Withdrawn

₹3,75,78,944

Corpus left

+₹3,79,83,944 net gain — withdrew ₹14,05,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹2,07,75,803

Value today

-23.8%

vs lumpsum

Direct lumpsum would have beaten STP by 23.8% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,08,284

Value today

3.1×

Multiple

Staying invested through that crash turned ₹1L into ₹3,08,284 — a 3.1× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,13,273

Regular plan

₹1,07,221

Direct earns ₹6,052 more on a ₹60K investment1.01% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseHSBC Mutual Fund
CategoryLarge Cap
Plan Typeregular
Optiongrowth
AUM₹1,855 Cr
Expense Ratio2.13%
Min SIP₹500
Min Lumpsum₹5,000
BenchmarkNIFTY 100 TRI ✓
Launch Date10 Dec 2002
AMFI Code101594

Risk Metrics

Trailing 1 year, annualised

-0.58

Sharpe Ratio

-0.07

Alpha

0.44

Beta

-0.55

Sortino

14.30%

Std Dev

-15.77%

Max Drawdown

Portfolio Holdings

Top 39 holdings · as of Apr 2026

Security% NAV

ICICI Bank Limited

INE090A01021

8.85%

HDFC Bank Limited

INE040A01034

7.79%

Reliance Industries Limited

INE002A01018

6.02%

State Bank of India

INE062A01020

5.39%

Larsen & Toubro Limited

INE018A01030

5.06%

Shriram Finance Limited

INE721A01047

4.73%

Infosys Limited

INE009A01021

3.98%

Axis Bank Limited

INE238A01034

3.91%

Bharti Airtel Limited

INE397D01024

3.70%

Eternal Limited

INE758T01015

3.46%

Tata Steel Limited

INE081A01020

2.96%

Polycab India Limited

INE455K01017

2.27%

Mahindra & Mahindra Limited

INE101A01026

2.17%

Varun Beverages Limited

INE200M01039

2.16%

Kotak Mahindra Bank Limited

INE237A01036

2.15%

Apollo Hospitals Enterprise Limited

INE437A01024

2.14%

Titan Company Limited

INE280A01028

2.09%

TVS Motor Company Limited

INE494B01023

1.96%

UltraTech Cement Limited

INE481G01011

1.95%

Mankind Pharma Limited

INE634S01028

1.89%

ICICI Prudential AMC Ltd

INE346A01027

1.84%

InterGlobe Aviation Limited

INE646L01027

1.81%

HCL Technologies Limited

INE860A01027

1.68%

Tech Mahindra Limited

INE669C01036

1.65%

Britannia Industries Limited

INE216A01030

1.61%

HDFC Asset Management Company Limited

INE127D01025

1.52%

SWIGGY LIMITED

INE00H001014

1.52%

NTPC Limited

INE733E01010

1.45%

Maruti Suzuki India Limited

INE585B01010

1.34%

Delhivery Limited

INE148O01028

1.31%

LG Electronics India Limited

INE324D01010

1.12%

Max Healthcare Institute Limited

INE027H01010

1.11%

Godrej Consumer Products Limited

INE102D01028

1.05%

Trent Limited

INE849A01020

1.05%

Sun Pharmaceutical Industries Limited

INE044A01036

0.76%

FSN E-Commerce Ventures Limited

INE388Y01029

0.74%

Divi''s Laboratories Limited

INE361B01024

0.55%

Hindustan Petroleum Corporation Limited

INE094A01015

0.52%

United Spirits Limited

INE854D01024

0.37%

Performance Comparison

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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 23 years. It manages assets worth ₹1,855 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 100 TRI. 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