HSBC Large Cap Fund - Regular Growth
Category: Equity: Large Cap
Launch Date: 10-12-2002
AUM:
₹ 1,814.23 Cr
Expense Ratio
2.39%
Benchmark
Nifty 100 TRI
ISIN
INF336L01016
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Neelotpal Sahai, Mayank Chaturvedi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Large Cap Fund - Regular Growth | 5.05 | 11.69 | 10.25 |
| NIFTY 100 TRI | 4.07 | 11.51 | 10.79 |
Asset Allocation
Equity
Debt
Others
Overview
NAV
487.8925
Last change
8.23 (1.6862%)
Fund Size (AUM)
₹ 1,814.23 Cr
Performance
17.86% (Inception)
Investment Objective
To generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly large cap companies.However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Manager
Neelotpal Sahai, Mayank Chaturvedi
Riskometer
Very High
Overview
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.219999999999999 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.62 |
| Treps | 7.5600000000000005 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.64 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 5.220000000000001 |
| Shriram Finance Limited | 4.58 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.390000000000001 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.64 |
| ZOMATO LIMITED EQ | 3.56 |
| INFOSYS LIMITED EQ FV RS 5 | 3.3000000000000003 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 33.91 |
| Consumer Services | 7.88 |
| Healthcare | 6.8 |
| Oil, Gas & Consumable Fuels | 6.76 |
| Information Technology | 5.37 |
| Construction | 5.22 |
| Automobile and Auto Components | 4.94 |
| Telecommunication | 3.64 |
| Services | 3.17 |
| Fast Moving Consumer Goods | 2.97 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Large Cap Gr | 10.25 |
| Quant Large Cap Fund Gr Reg Plan | 0.0 |
| Taurus Large Cap Reg Gr | 11.31 |
| Invesco India Large Cap Gr | 12.12 |
| Bank Of India Large Cap Fund Reg Plan Gr | 10.19 |
| Bajaj FInserv Large Cap Fund Reg Gr | 0.0 |
| Tata Large Cap Reg Gr | 10.96 |
| Bandhan Large Cap Reg Gr | 11.55 |
| JM Large Cap Gr | 11.22 |
| WhiteOak Capital Large Cap Fund Reg Gr | 0.0 |