Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.66%
1 Month-10.47%
3 Months-9.67%
6 Months-8.36%
1 Year+3.17%
3 Years (CAGR)+16.87%
5 Years (CAGR)+13.27%
10 Years (CAGR)—
Since Inception (Apr 2019)+13.70%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-9.38%
3 Year SIP+5.40%
5 Year SIP+10.30%
Since Inception (Apr 2019)+13.68%
Fund Details
Fund HouseHSBC Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹4.71 K Cr
Expense Ratio1.89%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date04 Apr 2019
AMFI Code146771
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 & Mid Cap Fund - Regular Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
HSBC Large & Mid Cap Fund - Regular Growth is a Large & Mid Cap mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹4.7K Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.89%.
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