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EQUITY•LARGE & MID CAP FUND

HSBC Large and Mid Cap Fund Direct IDCW Reinvestment

3 Year return

20.36%
NAV on May 13, 2026
21.1424
1D Returns
-0.43%
Launched on March 2019(7 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
38.61%₹1,390
Total Value ₹4,990

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹4,238.34 Cr.
Expense Ratio
1.99% (inclusive of GST)
Exit Load
Any redemption / switch-out of units within 1 year from the date of allotment shall be subject to 1% exit load. No Exit Load will be charged, if units are redeemed / switched-out after 1 year from the date of allotment.

Ratings

ARQ Rating
2.5

Ratings by other agencies

Value Research
2
Crisil
2
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

HSBC Mutual Fund Manager

CG

Cheenu Gupta

Fund Manager since Jul 2021

MC

Mayank Chaturvedi

Fund Manager since Oct 2025

SG

Sonal Gupta

Fund Manager since Sep 2024

Fund House Details

HSBC Mutual Fund

HSBC Mutual Fund

Asset management company

AUM
₹1,36,788.21 Cr.
No. of Schemes
178
Setup Date
May 2002

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Large and Midcap Fund26.994%
0
Bandhan Large and Mid Cap Fund24.2313%
3.5
Invesco India Large and Mid Cap Fund24.8764%
3

Schemes by HSBC Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
HSBC Mutual Fund logo

Other . FoFs Domestic

HSBC Aggressive Hybrid Active FoF Growth Direct
14.7839%
HSBC Mutual Fund logo

Other . FoFs Domestic

HSBC Aggressive Hybrid Active FoF Dividend Direct Payout
14.7828%
HSBC Mutual Fund logo

Other . FoFs Domestic

HSBC Aggressive Hybrid Active FoF Dividend Direct Reinvestment
14.7828%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Annual IDCW Payout
11.4898%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Annual IDCW Reinvestment
11.4898%

Key Features of The Fund

5-year return
17.7628%
Expense Ratio
1.99%
Fund Manager
Cheenu Gupta
Fund Size
₹4238.34 Cr.
Risk Profile
Very High

AMC Contact Details

NameHSBC Mutual Fund
Launch DateMay 2002
AddressHSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063.
Contact1800-200-2434 / 1800 4190 200
Emailinvestor.line@mutualfunds.hsbc.co.in
Websitehttps://www.assetmanagement.hsbc.co.in/en/mutual-funds
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Enhance the Creation of Long-Term Wealth With SIPs

SIPs are an effective strategy for building long-term wealth. SIPs leverage the power of compounding by continuously making small, regular investments at regular periods, which lets your money increase substantially over time. This tactic works especially well for reaching financial goals in the long run. With the help of mutual fund SIP calculator, you can efficiently plan your SIP investments and estimate possible returns.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HSBC Large and Mid Cap Fund Direct IDCW Reinvestment on May 13, 2026, is ₹21.1424
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HSBC Large and Mid Cap Fund Direct IDCW Reinvestment, is ₹4238.34 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of HSBC Large and Mid Cap Fund Direct IDCW Reinvestment is 1.99%
The HSBC Large and Mid Cap Fund Direct IDCW Reinvestment was launched on March 11, 2019. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HSBC Large and Mid Cap Fund Direct IDCW Reinvestment is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,990 in 3Y at 20.3627% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 June 2026

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