Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Large Cap > HSBC Mutual Fund > HSBC Large Cap Equity Fund - Regular Plan (G)

HSBC Large Cap Equity Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
202.263 0.6 (0.29%)

NAV as on 20 Apr, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : HSBC Mutual Fund FUND CLASS : Large Cap
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close HSBC Equity Fund has been renamed as HSBC Large Cap Equity Fund w.e.f March 14, 2018.
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 20 Apr, 2018)

Period Returns (%) Rank #
1 mth 4.6 39
3 mth -3.6 74
6 mth 2.3 82
1 year 14.5 67
2 year 18.4 42
3 year 10.5 45
5 year 14.9 91

# Moneycontrol Rank within 128 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.8 3.4 2.7 5.3 30.4
2016 -2.0 8.1 7.4 -7.1 7.7
2015 1.7 -1.5 -5.0 -0.1 -3.2
2014 7.0 18.2 -0.7 6.6 34.8
2013 -6.6 -0.1 -2.0 9.8 2.4

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 4.6 -3.6 2.3 14.5 18.4 10.5 14.9
Category avg 5.0 -3.0 3.7 15.5 17.2 9.0 15.7
Difference of Fund returns and Category returns -0.4 -0.6 -1.4 -1.0 1.2 1.5 -0.8
Best of category 7.4 1.8 9.6 27.8 28.4 16.7 34.1
Worst of category 1.2 -12.4 -11.1 1.6 10.1 4.8 8.6
Benchmark returns # 4.9 -3.9 4.3 15.9 17.8 9.6 14.6
Difference of Fund returns and Benchmark returns -0.3 0.3 -2.0 -1.4 0.6 0.9 0.3
HSBC Large Cap Equity Fund - Regular Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Dec 03, 2002
Benchmark S&P BSE 200
Asset Size (Rs cr) 402.73 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Neelotpal Sahai
View performance of schemes managed by the Fund Manager
Notes HSBC Equity Fund has been renamed as HSBC Large Cap Equity Fund w.e.f March 14, 2018.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load of 1% if redeemed/switched out within 1 year from the date of allotment

Contact Details

Regd. Office 16, V N Road, Fort, Mumbai, 400001
Tel. No. 022 66145000
Fax No. 022 4002 9600
Email hsbcmf@hsbc.co.in
Website http://www.assetmanagement.hsbc.com/in

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 3
13,199.36 -7.4 2.0 9.9 8.9 15.4
SBI Blue Chip Fund (G) Rank 3
13,264.78 -1.7 4.5 14.8 11.2 18.9
Kotak Select Focus Fund - Regular (G) Rank 1
13,158.76 -3.4 1.9 12.0 13.3 21.6
ICICI Pru Focused Bluechip Eqty (G) Rank 2
12,639.52 -3.1 4.5 17.2 11.3 17.7
ABSL Frontline Equity (G) Rank 3
15,075.08 -4.0 1.3 12.3 10.2 17.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 64.06 9.55
Infosys Technology 46.90 6.99
Larsen Engineering 46.14 6.88
ICICI Bank Banking/Finance 43.86 6.54
Reliance Oil & Gas 39.61 5.91
ITC Tobacco 37.11 5.53
Yes Bank Banking/Finance 32.23 4.81
Vedanta Metals & Mining 29.68 4.43
HDFC Banking/Finance 28.94 4.32
IndusInd Bank Banking/Finance 25.21 3.76

Full Portfolio

Sector Allocation (Feb 28, 18)

Sector %

1-Year

HighLow

Banking/Finance 37.78 0.00 0.00
Automotive 10.53 0.00 0.00
Technology 10.15 0.00 0.00
Metals & Mining 9.74 0.00 0.00
Oil & Gas 8.02 0.00 0.00
Engineering 6.88 0.00 0.00

View All Sectors

Asset Allocation (%)(Feb 28, 18)

Equity 97.37
Others 1.43
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.21

View All

Concentration

Holdings (%)
Top 5 35.87
Top 10 58.72
Sector (%)
Top 3 58.46

News & Videos

News

Messages & Community

Sections
Follow us on
Available On