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Hsbc Large & Mid Cap Fund-Direct Plan Growth

Equity | Large & Mid Cap

(NAV as of 08/10/2024)
29.98 (3.36)

3Y Returns

20.43%

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.

Wealthzi View

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%

Sector Allocation

Electric Equipment

9.89%

Internet and Technology

9.86%

Banks

7.86%

Finance

7.47%

Automobiles

5.96%

Top Ten Holdings

Larsen & Toubro Ltd

4.11%

Max Healthcare Institute Ltd

2.73%

Power Finance Corporation Ltd

2.54%

HDFC Bank Ltd

2.47%

Bharat Heavy Electricals Ltd

2.44%

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

Address

9-11 Floors, NESCO IT Park, Building No.3,Western Exp Highway, Goregaon (E)Mumbai - 400 063

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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