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Large & Mid Capregularidcw

HSBC Large & Mid Cap Fund - Regular IDCW

HSBC Mutual Fund

₹18.5764

0.36 (+1.99%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-10.67%
1 Month-18.67%
3 Months-17.95%
6 Months-16.75%
1 Year-6.28%
3 Years (CAGR)+6.58%
5 Years (CAGR)+5.24%
10 Years (CAGR)
Since Inception (Apr 2019)+7.88%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-24.69%
3 Year SIP-7.23%
5 Year SIP-0.62%
Since Inception (Apr 2019)+4.84%

Fund Details

Fund HouseHSBC Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹5,000
Launch Date04 Apr 2019
AMFI Code146769

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

HSBC Large & Mid Cap Fund - Regular IDCW 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 IDCW is a Large & Mid Cap mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 7 years.

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