Equity | Large & Mid Cap
3Y Returns
23.35%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
0.97%
Fund Size
₹2590 Cr
Inception Date
28-Mar-19
Fund Manager
Cheenu Gupta
Exit Load
Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y.
Overall Fund Zi Tag
Asset Allocation
Equity
98.31%
Debt & Others
1.69%
Market Cap Allocation
Large Cap
44.83%
Mid Cap
28.66%
Small Cap
24.81%
Other Cap
1.69%
Investment Objective
To Seek Long Term Capital Growth Through Investments In Both Large Cap And Mid Cap Stocks. However, There Is No Assurance That The Investment Objective Of The Scheme Will Be Achieved.
Fund House Detail
AMC Name
HSBC Global Asset Management (India) Private Limited
Scheme Document
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/investor-resources/information-libraryAddress
9-11 Floors, NESCO IT Park, Building No.3,Western Exp Highway, Goregaon (E)Mumbai - 400 063
Hsbc Large & Mid Cap Fund-Direct Plan Growth
1Y
44.49%
3Y
23.35%
5Y
21.56%
Quant Large And Mid Cap Fund Direct Plan - Growth
1Y
64.53%
3Y
30.3%
5Y
29.43%
Motilal Oswal Large And Midcap Fund-Direct Growth
1Y
49.36%
3Y
28.28%
5Y
NA
Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth
1Y
44.01%
3Y
27.54%
5Y
23.25%
Bandhan Core Equity Fund-Growth-(Direct Plan)
1Y
53.6%
3Y
27.08%
5Y
22.95%
Hdfc Large And Mid Cap Fund - Direct Plan - Growth
1Y
45.26%
3Y
26.66%
5Y
22.89%
Mahindra Manulife Large & Mid Cap Fund - Direct - Growth
1Y
47.95%
3Y
25.58%
5Y
NA
Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth
1Y
44.26%
3Y
25.03%
5Y
NA
Kotak Equity Opportunities Fund - Direct Plan - Growth
1Y
43.29%
3Y
24.55%
5Y
22.77%
Nippon India Vision Fund Direct Plan Growth Plan Growth
1Y
44.06%
3Y
23.77%
5Y
20.52%
Invesco India Growth Opportunities Fund - Direct Plan Growth
1Y
47.19%
3Y
23.7%
5Y
20.47%
Uti Core Equity Fund - Direct Growth Plan
1Y
44.23%
3Y
23.49%
5Y
21.19%
Bank Of India Large And Mid Cap Equity Fund Direct Plan-Growth
1Y
41.26%
3Y
22.22%
5Y
21.29%
Sbi Large And Midcap Fund Direct Growth
1Y
30.72%
3Y
22.05%
5Y
20.77%
Union Large And Midcap Fund - Direct Plan - Growth
1Y
34.22%
3Y
21.97%
5Y
NA
Sundaram Large And Mid Cap Fund Direct Growth
1Y
35.5%
3Y
21.96%
5Y
18.97%
Edelweiss Large And Mid Cap Fund - Direct Plan Growth
1Y
36.2%
3Y
21.61%
5Y
21.41%
Tata Large And Mid Cap Fund Direct Plan Growth
1Y
30.89%
3Y
21.46%
5Y
19.97%
Lic Mf Large And Midcap Fund-Direct Plan-Growth-Growth
1Y
40.22%
3Y
21.4%
5Y
20.1%
Dsp Equity Opportunities Fund - Direct Plan - Growth
1Y
43.21%
3Y
21.27%
5Y
21.23%
Axis Growth Opportunities Fund - Direct Plan Growth
1Y
37.15%
3Y
21.03%
5Y
23.59%
Canara Robeco Emerging Equitiesdirect Growthgrowth
1Y
33.23%
3Y
20.2%
5Y
20.46%
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth
1Y
36.86%
3Y
19.51%
5Y
22.19%
Navi Large And Midcap Fund - Direct Plan Growth
1Y
24.54%
3Y
19%
5Y
18.3%
Mirae Asset Equity Allocator Fund Of Fund - Direct Plan - Growth
1Y
32.07%
3Y
18.65%
5Y
NA
Franklin India Equity Advantage Fund - Direct Growth
1Y
31.47%
3Y
17.89%
5Y
16.95%
Aditya Birla Sun Life Equity Advantage Fund - Growth-Direct Plan
1Y
31.36%
3Y
14.92%
5Y
16.39%
Woc Large And Mid Cap Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.