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HSBC Large and Mid Cap Fund Direct Growth

EquityLarge & Mid-Cap

29.65

-0.26(-0.88%)

NAV as on 16 Dec, 2025

CAGR

20.82%

Top Performer

This scheme has consistently delivered the best returns in its Large & Mid-Cap category across .

Returns

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AUM (Crs.)4,664.05
Expense Ratio0.81 %
Sharpe Ratio / Category Average0.89 / 0.83
Standard Deviation / Category Average15.69 / 13.83
Beta / Category Average1.01 / 0.96
Portfolio Turnover / Category Average88.65 / 72.12
Top 5 Stocks Wt.21.50
Top 10 Stocks Wt.36.59
Top 3 Sectors Wt.73.10
Investment StyleLarge Growth
Morningstar Rating

Performance

LumpsumSIPQuarterlyBest & Worst

Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

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Debt%
Cash%
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Weightage by Market Cap

Concentration

No. of Stocks--
Avg. Market Cap--
Top 10 Stocks--
Top 5 Stocks--
Top 3 Sectors--

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Fundamentals

Measures	Fund	Category Average

Risk Metrics

Peers

1Y3Y5Y10Y

Mutual Fund	AUM (cr.)	3YReturns

Holdings

Stocks

Sector

About

Fund Manager(s)Check History
Cheenu Gupta, Sonal Gupta
Launch Date28 Mar, 2019
BenchmarkS&P BSE 500

Objective

To seek long term capital growth through investments in both large cap and mid cap stocks.

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