HSBC Large and Mid Cap Fund
Large & MidCapVery HighOPEN-ENDED
- NAV as on 24 Sep 2026
- ₹29.39-2.50%1 day
- Return since launch
- 15.9%
- 52-week range
- ₹24.49 — ₹30.72
- AUM
- ₹5,931 Cr
HSBC Large and Mid Cap Fund is a Large & MidCap equity fund from HSBC Mutual Fund with ₹5,931 Cr under management, launched in 2019. Over three years it has returned 11.0% a year, against 13.0% for its category. The expense ratio is 2.53% and the SEBI riskometer reading is Very High.
Performance
HSBC Large and Mid Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +8.0% against -1.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 11.0% | +9.1 pts | 1.9% | -1.9% |
| 2Y | 9.3% | +5.8 pts | 3.5% | 0.7% |
| 3Y | 11.0% | −2.0 pts | 13.0% | 4.2% |
| 5Y | 15.1% | +3.7 pts | 11.3% | 10.2% |
| 7Y | 16.9% | +2.0 pts | 14.9% | 13.8% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -2.9% | +0.9 pts | -3.8% | -4.1% |
| 3M | 0.6% | +0.8 pts | -0.2% | -1.0% |
| 6M | 15.5% | +6.1 pts | 9.4% | 7.5% |
| 1Y | 8.0% | +6.1 pts | 1.9% | -1.6% |
| 2Y | 1.8% | +2.8 pts | -1.0% | -2.5% |
| 3Y | 16.4% | +3.4 pts | 13.0% | 11.3% |
| 5Y | 12.7% | +1.3 pts | 11.3% | 10.3% |
| 7Y | 16.8% | +0.8 pts | 16.0% | 15.2% |
Since launch (11 Mar 2019): 15.9%
Calendar-year returns
Category average14.8%
32.0%
-2.0%
30.3%
38.2%
-3.5%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | -3.5% | −8.9 pts | 5.4% |
| 2024 | 38.2% | +13.2 pts | 25.0% |
| 2023 | 30.3% | −1.1 pts | 31.4% |
| 2022 | -2.0% | −5.0 pts | 3.0% |
| 2021 | 32.0% | −7.1 pts | 39.1% |
| 2020 | 14.8% | −2.8 pts | 17.5% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.47%
Expense ratio as on 23 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.57%
- Brokerage
- 0.18%
- Transaction charges
- 0.01%
- Statutory levies
- 0.71%
- Exit load
- Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- Nifty Large Midcap 250 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 6.36 | 7.55 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 1.04 | 1.05 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.71 | 0.82 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.80 | 1.03 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 18.24 | 17.45 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 4 category peers | |||
Portfolio
HSBC Large and Mid Cap Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity99.3%
- Other0.7%
Market cap split
- Large37.7%
- Mid43.5%
- Small18.8%
- P/E
- 35.26
- P/B
- 5.20
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 6.99% | ₹415 Cr | +5.63% | +1.52% | +3.09% |
| HDFC Bank Ltd. | Financial | 4.68% | ₹277 Cr | +1.63% | +3.01% | +5.65% |
| Lenskart Solutions Ltd. | Consumer Discretionary | 4.68% | ₹278 Cr | +3.55% | +2.92% | — |
| Meesho Ltd. | Services | 3.33% | ₹198 Cr | — | — | — |
| Ather Energy Ltd. | Automobile | 3.19% | ₹189 Cr | +2.08% | — | — |
| The Federal Bank Ltd. | Financial | 3.15% | ₹187 Cr | +2.96% | +3.33% | +0.68% |
| PB Fintech Ltd. | Services | 2.96% | ₹176 Cr | +3.12% | +2.29% | +0.94% |
| TVS Motor Company Ltd. | Automobile | 2.81% | ₹167 Cr | +1.55% | +1.48% | +1.37% |
| GE Vernova T&D India Ltd | Capital Goods | 2.62% | ₹156 Cr | +3.60% | +3.59% | +3.31% |
| FSN E-Commerce Ventures Ltd. | Services | 2.60% | ₹154 Cr | +3.83% | +4.21% | +2.49% |
| Piramal Finance Ltd. | Financial | 2.59% | ₹153 Cr | +2.06% | +1.57% | — |
| Interglobe Aviation Ltd. | Services | 2.56% | ₹152 Cr | — | — | +2.28% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 2.41% | ₹143 Cr | +0.03% | +0.45% | +2.65% |
| Aditya Infotech Ltd. | Communication | 2.39% | ₹142 Cr | +3.49% | +2.54% | +1.45% |
| Radico Khaitan Ltd. | Consumer Staples | 2.30% | ₹137 Cr | +0.99% | — | — |
| JSW Steel Ltd. | Metals & Mining | 2.24% | ₹133 Cr | +1.88% | +0.74% | — |
| Apar Industries Ltd. | Consumer Staples | 2.11% | ₹125 Cr | — | — | — |
| Hitachi Energy India Ltd. | Capital Goods | 2.02% | ₹120 Cr | +2.94% | +2.25% | — |
| ICICI Prudential Asset Management Company Ltd. | Unclassified | 1.92% | ₹114 Cr | +2.62% | +3.01% | — |
| Lupin Ltd. | Healthcare | 1.80% | ₹107 Cr | +2.11% | +0.05% | +0.05% |
| Thyrocare Technologies Ltd. | Healthcare | 1.77% | ₹105 Cr | +1.72% | +1.45% | — |
| Gland Pharma Ltd. | Healthcare | 1.76% | ₹105 Cr | — | — | — |
| company:17109 | Services | 1.76% | ₹104 Cr | — | — | — |
| Polycab India Ltd. | Capital Goods | 1.73% | ₹103 Cr | +1.74% | +2.56% | +0.92% |
| City Union Bank Ltd. | Financial | 1.71% | ₹101 Cr | +1.66% | +1.99% | — |
| Avalon Technologies Ltd. | Capital Goods | 1.70% | ₹101 Cr | +1.34% | +0.76% | — |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.70% | ₹101 Cr | +1.64% | +0.09% | +0.09% |
| Nippon Life India Asset Management Ltd. | Financial | 1.66% | ₹98.57 Cr | +1.58% | +0.90% | +3.02% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.59% | ₹94.11 Cr | +0.03% | +0.04% | +0.86% |
| Aditya Birla Capital Ltd. | Financial | 1.40% | ₹83.07 Cr | +0.03% | +0.76% | +1.94% |
| Coforge Ltd. | Technology | 1.35% | ₹80.22 Cr | — | +0.65% | +3.24% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 1.35% | ₹80.12 Cr | — | — | — |
| JSW Energy Ltd. | Capital Goods | 1.30% | ₹77.12 Cr | +1.18% | — | +0.04% |
| Tata Motors Ltd. | Automobile | 1.26% | ₹74.76 Cr | +0.04% | +0.80% | — |
| AIA Engineering Ltd. | Metals & Mining | 1.11% | ₹65.66 Cr | — | — | — |
| TD Power Systems Ltd. | Capital Goods | 1.09% | ₹64.73 Cr | +1.51% | +1.48% | — |
| Triveni Turbine Ltd. | Construction | 1.08% | ₹63.90 Cr | +1.60% | — | — |
| Adani Energy Solutions Ltd. | Energy | 1.04% | ₹61.44 Cr | — | — | — |
| company:17008 | Healthcare | 1.03% | ₹60.82 Cr | — | — | — |
| Multi Commodity Exchange Of India Ltd. | Services | 1.01% | ₹59.66 Cr | +1.04% | +1.37% | — |
| Mankind Pharma Ltd. | Healthcare | 0.99% | ₹58.80 Cr | +0.02% | +0.49% | +0.04% |
| Cochin Shipyard Ltd. | Capital Goods | 0.94% | ₹55.62 Cr | — | — | — |
| DLF Ltd. | Construction | 0.90% | ₹53.47 Cr | — | — | 0.00% |
| Bajaj Finance Ltd. | Financial | 0.89% | ₹52.61 Cr | — | +0.01% | +2.88% |
| company:20770 | Capital Goods | 0.87% | ₹51.41 Cr | — | — | — |
| Titagarh Rail Systems Ltd. | Automobile | 0.82% | ₹48.92 Cr | +0.97% | — | — |
| Godfrey Phillips India Ltd. | Consumer Staples | 0.81% | ₹47.94 Cr | +1.02% | +1.02% | +2.05% |
| Thermax Ltd. | Capital Goods | 0.81% | ₹48.18 Cr | +1.20% | — | — |
| Tech Mahindra Ltd. | Technology | 0.68% | ₹40.35 Cr | +0.04% | +0.04% | — |
| Others | Others | 0.68% | ₹41.06 Cr | -0.78% | -0.80% | +0.08% |
| HDFC Asset Management Company Ltd. | Financial | 0.63% | ₹37.50 Cr | — | +0.24% | +1.26% |
| Prestige Estates Projects Ltd. | Construction | 0.59% | ₹34.85 Cr | — | — | +0.01% |
| company:17868 | Financial | 0.51% | ₹30.28 Cr | — | — | — |
| Atlanta Electricals Ltd. | Capital Goods | 0.41% | ₹24.16 Cr | +0.80% | — | — |
| Tata Consumer Products Ltd. | Consumer Staples | 0.34% | ₹20.39 Cr | +2.33% | — | — |
| Billionbrains Garage Ventures Ltd. | Financial | 0.32% | ₹19.26 Cr | +3.94% | +3.00% | — |
| Prudent Corporate Advisory Services Ltd. | Financial | 0.18% | ₹10.88 Cr | +0.16% | +0.15% | +0.37% |
| Larsen & Toubro Ltd. | Construction | 0.17% | ₹10.07 Cr | +0.20% | +3.83% | +0.03% |
| Indian Bank | Financial | 0.11% | ₹6.57 Cr | +2.35% | +0.50% | — |
| Cummins India Ltd. | Capital Goods | 0.09% | ₹5.11 Cr | +0.12% | +1.28% | 0.00% |
| VIP Industries Ltd. | Consumer Discretionary | 0.07% | ₹4.26 Cr | +0.68% | — | — |
| BSE Ltd. | Services | 0.05% | ₹2.78 Cr | +3.19% | +1.93% | +1.03% |
| Safari Industries (India) Ltd. | Consumer Discretionary | 0.05% | ₹2.79 Cr | +0.05% | +1.32% | +1.69% |
| Bharat Electronics Ltd. | Capital Goods | 0.04% | ₹2.32 Cr | +3.66% | +3.38% | +2.28% |
| Mahindra & Mahindra Ltd. | Automobile | 0.04% | ₹2.10 Cr | +1.17% | +0.16% | +1.09% |
| Sai Life Sciences Ltd. | Healthcare | 0.04% | ₹2.15 Cr | +0.03% | +0.03% | +1.14% |
| Ultratech Cement Ltd. | Materials | 0.04% | ₹2.56 Cr | +0.05% | +1.10% | +0.54% |
| ABB India Ltd. | Capital Goods | 0.02% | ₹0.95 Cr | +2.34% | +0.01% | +0.01% |
| Infosys Ltd. | Technology | 0.02% | ₹1.08 Cr | +0.02% | +0.03% | +1.97% |
| NTPC Ltd. | Energy | 0.02% | ₹0.99 Cr | +0.02% | +0.06% | +0.06% |
| Tata Power Company Ltd. | Energy | 0.02% | ₹0.97 Cr | +0.02% | — | — |
| Bharat Heavy Electricals Ltd. | Capital Goods | 0.01% | ₹0.66 Cr | +2.95% | — | +0.04% |
| Bharti Airtel Ltd. | Communication | 0.01% | ₹0.47 Cr | +0.16% | +2.74% | +3.26% |
| Eicher Motors Ltd. | Automobile | 0.01% | ₹0.61 Cr | +0.01% | +1.89% | — |
| Eternal Ltd. | Services | 0.01% | ₹0.39 Cr | +0.01% | +1.37% | +6.22% |
| Hindalco Industries Ltd. | Metals & Mining | 0.01% | ₹0.31 Cr | +3.55% | +1.12% | +0.04% |
| Reliance Industries Ltd. | Energy | 0.01% | ₹0.55 Cr | +0.40% | +1.36% | +0.02% |
| Shriram Finance Ltd | Financial | 0.01% | ₹0.34 Cr | +0.01% | +1.88% | +0.06% |
| Siemens Energy India Ltd. | Energy | 0.01% | ₹0.68 Cr | +0.02% | +0.01% | +0.02% |
| Siemens Ltd. | Capital Goods | 0.01% | ₹0.85 Cr | +0.02% | +0.02% | +0.01% |
| Titan Company Ltd. | Consumer Discretionary | 0.01% | ₹0.57 Cr | +0.01% | +3.18% | — |
| Syngene International Ltd. | Healthcare | 0.01% | ₹0.30 Cr | +0.86% | — | — |
| Kirloskar Oil Engines Ltd. | Capital Goods | 0.00% | ₹0.30 Cr | +0.01% | +0.84% | — |
| Persistent Systems Ltd. | Technology | 0.00% | ₹0.03 Cr | 0.00% | +0.96% | +1.84% |
| State Bank of India | Financial | 0.00% | ₹0.03 Cr | +0.79% | +2.04% | +0.13% |
| Axis Bank Ltd. | Financial | 0.00% | ₹0.01 Cr | +0.22% | +1.54% | +0.34% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Axis Bank Ltd. | 1.87% | 0.00% | -1.87% |
| company:17109 | 0.00% | 1.76% | +1.76% |
| Apar Industries Ltd. | 0.73% | 2.11% | +1.38% |
| Mahindra & Mahindra Ltd. | 1.23% | 0.04% | -1.19% |
| Lenskart Solutions Ltd. | 3.55% | 4.68% | +1.13% |
| Meesho Ltd. | 2.29% | 3.33% | +1.04% |
| company:17008 | 0.00% | 1.03% | +1.03% |
| Avalon Technologies Ltd. | 0.76% | 1.70% | +0.94% |
| Hindalco Industries Ltd. | 0.93% | 0.01% | -0.92% |
| Coforge Ltd. | 0.47% | 1.35% | +0.88% |
| VIP Industries Ltd. | 0.95% | 0.07% | -0.88% |
| company:20770 | 0.00% | 0.87% | +0.87% |
| Billionbrains Garage Ventures Ltd. | 1.12% | 0.32% | -0.80% |
| Gland Pharma Ltd. | 1.01% | 1.76% | +0.75% |
| Syngene International Ltd. | 0.70% | 0.01% | -0.69% |
| HDFC Bank Ltd. | 5.34% | 4.68% | -0.66% |
| Ather Energy Ltd. | 2.54% | 3.19% | +0.65% |
| Multi Commodity Exchange Of India Ltd. | 0.41% | 1.01% | +0.60% |
| Mahindra & Mahindra Financial Services Ltd. | 1.95% | 1.35% | -0.60% |
| Tata Consumer Products Ltd. | 0.91% | 0.34% | -0.57% |
| company:17868 | 0.00% | 0.51% | +0.51% |
| ICICI Bank Ltd. | 7.48% | 6.99% | -0.49% |
| ABB India Ltd. | 0.48% | 0.02% | -0.46% |
| ICICI Prudential Asset Management Company Ltd. | 2.37% | 1.92% | -0.45% |
| BSE Ltd. | 0.44% | 0.05% | -0.39% |
| Bajaj Finance Ltd. | 0.52% | 0.89% | +0.37% |
| FSN E-Commerce Ventures Ltd. | 2.93% | 2.60% | -0.33% |
| Others | -0.14% | -0.46% | -0.32% |
| Piramal Finance Ltd. | 2.29% | 2.59% | +0.30% |
| State Bank of India | 0.30% | 0.00% | -0.30% |
| Radico Khaitan Ltd. | 2.01% | 2.30% | +0.29% |
| The Federal Bank Ltd. | 3.43% | 3.15% | -0.28% |
| Adani Energy Solutions Ltd. | 1.30% | 1.04% | -0.26% |
| Tata Motors Ltd. | 1.02% | 1.26% | +0.24% |
| PB Fintech Ltd. | 2.74% | 2.96% | +0.22% |
| TVS Motor Company Ltd. | 3.02% | 2.81% | -0.21% |
| JSW Energy Ltd. | 1.50% | 1.30% | -0.20% |
| Lupin Ltd. | 1.61% | 1.80% | +0.19% |
| Interglobe Aviation Ltd. | 2.74% | 2.56% | -0.18% |
| Thermax Ltd. | 0.97% | 0.81% | -0.16% |
| Sun Pharmaceutical Industries Ltd. | 1.84% | 1.70% | -0.14% |
| Triveni Turbine Ltd. | 1.21% | 1.08% | -0.13% |
| Aditya Infotech Ltd. | 2.27% | 2.39% | +0.12% |
| GE Vernova T&D India Ltd | 2.50% | 2.62% | +0.12% |
| Nippon Life India Asset Management Ltd. | 1.78% | 1.66% | -0.12% |
| Cholamandalam Investment and Finance Company Ltd. | 1.71% | 1.59% | -0.12% |
| Mankind Pharma Ltd. | 1.10% | 0.99% | -0.11% |
| JSW Steel Ltd. | 2.35% | 2.24% | -0.11% |
| Aditya Birla Capital Ltd. | 1.50% | 1.40% | -0.10% |
| TD Power Systems Ltd. | 1.00% | 1.09% | +0.09% |
| Titagarh Rail Systems Ltd. | 0.90% | 0.82% | -0.08% |
| Godfrey Phillips India Ltd. | 0.89% | 0.81% | -0.08% |
| Polycab India Ltd. | 1.80% | 1.73% | -0.07% |
| Thyrocare Technologies Ltd. | 1.84% | 1.77% | -0.07% |
| Tech Mahindra Ltd. | 0.75% | 0.68% | -0.07% |
| Hitachi Energy India Ltd. | 2.09% | 2.02% | -0.07% |
| AIA Engineering Ltd. | 1.06% | 1.11% | +0.05% |
| Atlanta Electricals Ltd. | 0.46% | 0.41% | -0.05% |
| HDFC Asset Management Company Ltd. | 0.68% | 0.63% | -0.05% |
| CG Power and Industrial Solutions Ltd. | 2.46% | 2.41% | -0.05% |
| City Union Bank Ltd. | 1.67% | 1.71% | +0.04% |
| Prestige Estates Projects Ltd. | 0.63% | 0.59% | -0.04% |
| DLF Ltd. | 0.93% | 0.90% | -0.03% |
| Cochin Shipyard Ltd. | 0.96% | 0.94% | -0.02% |
| Cummins India Ltd. | 0.10% | 0.09% | -0.01% |
| Ultratech Cement Ltd. | 0.05% | 0.04% | -0.01% |
| Larsen & Toubro Ltd. | 0.18% | 0.17% | -0.01% |
| Kirloskar Oil Engines Ltd. | 0.01% | 0.00% | -0.01% |
| Persistent Systems Ltd. | 0.00% | 0.00% | 0.00% |
| Bharat Electronics Ltd. | 0.04% | 0.04% | 0.00% |
| Bharat Heavy Electricals Ltd. | 0.01% | 0.01% | 0.00% |
| Bharti Airtel Ltd. | 0.01% | 0.01% | 0.00% |
| Eicher Motors Ltd. | 0.01% | 0.01% | 0.00% |
| Eternal Ltd. | 0.01% | 0.01% | 0.00% |
| Indian Bank | 0.11% | 0.11% | 0.00% |
| Infosys Ltd. | 0.02% | 0.02% | 0.00% |
| NTPC Ltd. | 0.02% | 0.02% | 0.00% |
| Prudent Corporate Advisory Services Ltd. | 0.18% | 0.18% | 0.00% |
| Reliance Industries Ltd. | 0.01% | 0.01% | 0.00% |
| Safari Industries (India) Ltd. | 0.05% | 0.05% | 0.00% |
| Sai Life Sciences Ltd. | 0.04% | 0.04% | 0.00% |
| Shriram Finance Ltd | 0.01% | 0.01% | 0.00% |
| Siemens Energy India Ltd. | 0.01% | 0.01% | 0.00% |
| Siemens Ltd. | 0.01% | 0.01% | 0.00% |
| Tata Power Company Ltd. | 0.02% | 0.02% | 0.00% |
| Titan Company Ltd. | 0.01% | 0.01% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹21,790 Cr | 2.00% | 7.5% | 10.8% | 16.6% |
 ICICI Prudential Large & Mid Cap Fund | ₹33,592 Cr | 2.03% | -2.4% | 6.3% | 13.0% |
 Bandhan Large & Mid Cap Fund | ₹21,020 Cr | 2.29% | 1.9% | 8.2% | 15.3% |
 Motilal Oswal Large and Midcap Fund | ₹20,159 Cr | 1.81% | 16.9% | 14.6% | 19.8% |
 Invesco India Large & Mid Cap Fund | ₹12,387 Cr | 1.87% | 13.7% | 14.3% | 18.4% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
Fund managers
- Cheenu GuptaMs. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)Prior to joining HSBC Mutual Fund, she has worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months15.49% absolute | ₹60,000 | ₹69,294 | 15.49% | |
| 1 year8.02% annualised | ₹1,20,000 | ₹1,25,343 | 4.45% | |
| 3 years16.40% annualised | ₹3,60,000 | ₹4,67,382 | 29.83% | |
| 5 years12.66% annualised | ₹6,00,000 | ₹8,40,067 | 40.01% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of HSBC Large and Mid Cap Fund?
The NAV of HSBC Large and Mid Cap Fund is ₹29.39 as on 24 Sep 2026.
What is the expense ratio of HSBC Large and Mid Cap Fund?
The expense ratio of HSBC Large and Mid Cap Fund is 2.53% per year.
What is the minimum SIP amount for HSBC Large and Mid Cap Fund?
You can start a SIP in HSBC Large and Mid Cap Fund with ₹3,000 a month.
What returns has HSBC Large and Mid Cap Fund given?
HSBC Large and Mid Cap Fund has returned 11.0% over 1 year, 11.0% over 3 years and 15.1% over 5 years (annualised).
Is there a lock-in or exit load on HSBC Large and Mid Cap Fund?
Lock-in: None. Exit load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year..
How risky is HSBC Large and Mid Cap Fund?
HSBC Large and Mid Cap Fund is rated Very High on the SEBI riskometer and belongs to the Large & MidCap category.
Which fund house manages HSBC Large and Mid Cap Fund?
HSBC Large and Mid Cap Fund is managed by HSBC Mutual Fund, which runs 44 schemes with ₹1,44,068 Cr under management.