HSBC Large and Mid Cap Fund Direct - Growth
HSBC Large and Mid Cap Fund Direct - Growth: Mutual Fund Overview
HSBC Large and Mid Cap Fund Direct - Growth is an Large & MidCap mutual fund with over 6.96 years of performance history. The scheme manages an AUM of ₹4706.02 Cr and has a NAV of ₹28.5038. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 17.82%.
Equity, Large & MidCap, Principal at very high risk
1 Year Return 17.82% at 12 Mar 2026 08:02 PM
Fund Details
NAV 28.5038
Sub-Type Large & MidCap
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 6.96
Fund Size(in Crores) 4706.02
Fund Performance
1 Month -6.73%
3 Month -3.73%
6 Month -4.47%
1 Year 17.82%
3 Year 20.41%
5 Year 16.35%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (31.32%) Market Cap Large Cap 52.3 Mid Cap 9.71 Small Cap -30.69 Top Sectors Financial 9.57 Automobile 4.08 Technology 3.81 Consumer Staples 3.39 Services 2.29 Metals & Mining 2.09 Materials 1.53 Capital Goods 1.46 Healthcare 1.32 Consumer Discretionary 0.79 Energy 0.57 Construction 0.42 Top Holding Honeywell Automation India 0.79 Bank of Baroda 0 HDFC Bank 3.75 Power Grid Corporation Of India -0.01 Interglobe Aviation 1.78 Kotak Mahindra Bank 2.35 SBI Life Insurance Company 0 Larsen & Toubro 0 Sun Pharmaceutical Industries -0.01 Coforge 1.21 Dabur India 0 Dixon Technologies (India) 0.67 Apollo Hospitals Enterprise 0 Entero Healthcare Solutions 0.5 Hindustan Unilever 2.23 Bharti Airtel 0 Max Estates 0.42 Poly Medicure 0.64 Cipla 0 Axis Bank -0.05 Lupin 0 Kwality Wall's (India) 0.02 The Federal Bank -0.01 NTPC 0 Pidilite Industries 0 Tata Steel 1.56 Orchid Pharma 0.19 Metro Brands 0.79 ICICI Prudential 0 Titan Company 0 Bajaj Finance 1.97 United Spirits -0.01 Grasim Industries -0.01 Ultratech Cement 1.08 Ambuja Cements -0.01 Trent 0.51 Mrs. Bectors Food Specialities 1.15 HDFC Life Insurance 0 Shriram Finance 0 Mahindra & Mahindra 1.15 Reliance Industries 0.58 ICICI Bank 1.56 Bansal Wire Industries 0.53 Supreme Industries 0.47 Indus Towers 0 Hyundai Motor 1.53 Tube Investments Of India 1.4 Indusind Bank 0 Infosys 2.6
Debt & Others (68.68%) Sector Allocation Bonds 1.41 Net Receivables 37.99 GOI Securities 11.27 Debt Credit Ratings Cash & Call Money 39.87 SOV 12.42 AAA 8.4 A1+ 3.21 AA+ 3.03 Debt Category Small Industries 2.83 Others 39.21 National Bank Agr. Rur. Devp 1.41 Invesco Inida Liquid Fund - Direct Plan 3.46
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.77%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Cheenu Gupta
Education Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Experience 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.
Mayank Chaturvedi
Education Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)
Experience Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.
Sonal Gupta
Education Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering
Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC
Abhishek Gupta
Education Mr. Gupta is a B. Com., PGDM (Finance) CFA (Investments)
Experience Prior to joining HSBC Mutual Fund, he has worked with Edelweiss Asset Management Limited, Goldman Sachs, Baer Capital and Deutsche Asset Management.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 6
Date of Incorporation 2019-03-28
Total AUM 137331.96
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
