3 Year return

17.15%
Launched on January 2013 (11 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

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹1778.87 Cr.

Expense Ratio

1.18% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
2.5

Ratings by other agencies

2
2
3

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

HSBC Mutual Fund Managers

NS

Neelotpal Sahai

Fund Manager since Apr 2022

View Details

Fund House Details

HSBC Mutual Fund

HSBC Mutual Fund Asset management company

AUM ₹109,951.37 Cr.
No. of Schemes 164
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by HSBC Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct IDCW Payout

17.09%
17.09%
scheme logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Growth

17.09%
17.09%

About HSBC Large Cap Fund Direct Growth

The HSBC Large Cap Fund Direct Growth is an equity fund managed by HSBC Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund. The fund invests in a portfolio of stocks of large-cap companies. Large-cap companies are those with a market capitalization of ₹500 billion or more. The fund has a medium risk profile, making it suitable for investors who are looking for growth potential in the Indian stock market.

Investment Objectives of the Scheme

The investment objective of the HSBC Large Cap Fund Direct Growth is to generate long-term capital appreciation by investing in a portfolio of large-cap equity shares.

Key Features of The Fund

5-year return 17.37%
Expense Ratio 1.18%
Fund Manager Neelotpal Sahai
Fund Size ₹1778.87 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The HSBC Large Cap Fund Direct Growth is a good option for investors who are looking for growth potential in the Indian stock market. However, the fund is not suitable for investors who are looking for a low-risk investment or who need the money in the short term.

AMC Contact Details

Name HSBC Mutual Fund
Launch Date May 2002
Addresss HSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063.
Contact 1800-200-2434 / 1800 4190 200
Email investor.line@mutualfunds.hsbc.co.in
Website https://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.

Start Investing Early with SIPs

SIPs make mutual fund investing accessible. With a small, fixed amount, you can begin your investment journey and benefit from the power of compounding over time. Use Angel One's SIP calculator to determine a comfortable investment amount to reach your financial goals.

FAQs

What is today's NAV of HSBC Large Cap Fund?

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 Cap Fund Jun 21 2024 is 496.331

What is the AUM of HSBC Large Cap Fund?

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 Cap Fund is 1778.87 crore.

What is the expense ratio of HSBC Large Cap Fund?

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 Cap Fund is 1.18%

What are the returns of HSBC Large Cap Fund since inception?

The HSBC Large Cap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 14.22 since inception.

What is the minimum SIP amount to invest in HSBC Large Cap Fund?

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 Cap Fund is 500.

How do I invest in HSBC Large Cap Fund?

  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.

How to start an SIP in HSBC Large Cap Fund?

  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.

How do I automate an SIP in HSBC Large Cap Fund?

  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.

How can I withdraw/redeem my investment in HSBC Large Cap Fund?

  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.