HSBC Large and Mid Cap Fund Regular - Growth
HSBC Large and Mid Cap Fund Regular - Growth: Mutual Fund Overview
HSBC Large and Mid Cap Fund Regular - Growth is an Large & MidCap mutual fund with over 6.99 years of performance history. The scheme manages an AUM of ₹4706.02 Cr and has a NAV of ₹24.4934. 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 3.2%.
Equity, Large & MidCap, Principal at very high risk
1 Year Return 3.2% at 24 Mar 2026 03:54 PM
Fund Details
NAV 24.4934
Sub-Type Large & MidCap
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 6.99
Fund Size(in Crores) 4706.02
Fund Performance
1 Month -10.79%
3 Month -10.99%
6 Month -11.1%
1 Year 3.2%
3 Year 17.53%
5 Year 14.07%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.41%) Market Cap Small Cap 16.35 Large Cap 50.73 Mid Cap 31.33 Top Sectors Financial 26.53 Capital Goods 17.13 Services 12.09 Automobile 10.08 Consumer Discretionary 7.43 Communication 5.56 Construction 3.83 Metals & Mining 3.69 Healthcare 3.69 Unclassified 3.01 Technology 1.78 Energy 1.43 Materials 1.1 Consumer Staples 1.06 Top Holding HCL Technologies 0.1 Bharat Electronics 3.38 Ashok Leyland 3.44 Eternal 1.37 Tata Steel 1.31 Motherson Wiring 1.15 Ultratech Cement 1.1 Avalon Technologies 0.76 RBL Bank 1.06 Titan Company 3.18 Siemens 0.02 Varun Beverages 0.04 Prudent Corporate Advisory Services 0.15 Persistent Systems 0.96 Tata Motors 0.8 Maruti Suzuki India 0.01 Mahindra & Mahindra 0.16 Max Healthcare Institute 0.18 Billionbrains Garage Ventures 3 Reliance Industries 1.36 Aditya Birla Capital 0.76 Dixon Technologies (India) 0.47 Kaynes Technology India 0.02 Shriram Finance 1.88 HDFC Bank 3.01 State Bank of India 2.04 eClerx Services 0.92 TVS Motor Company - Pref. Shares 0.02 PB Fintech 2.29 GE Vernova T&D 3.59 TVS Motor Company 1.48 ZF Commercial 0.5 JSW Steel 0.74 Sai Life Sciences 0.03 Godfrey Phillips India 1.02 Mankind Pharma 0.49 Hindalco Industries 1.12 Axis Bank 1.54 Blue Star 0.01 Safari Industries (India) 1.32 Kotak Mahindra Bank 0 Piramal Finance 1.57 Bharti Airtel 2.74 CG Power 0.45 Thyrocare Technologies 1.45 City Union Bank 1.99 ICICI Bank 1.52 Kirloskar Oil Engines 0.84 Lupin 0.05 MCX 1.37 FSN E-Commerce Ventures 4.21 Max Financial Services 2.53 Lenskart Solutions 2.92 The Federal Bank 3.33 Polycab India 2.56 Larsen & Toubro 3.83 Jyoti CNC Automation 0.01 Indian Bank 0.5 Anthem Biosciences 1.12 Nippon Life India Asset Management 0.9 NTPC 0.06 Divi's Laboratories 0.28 Aditya Infotech 2.54 Kei Industries 0.01 ICICI Prudential Asset Management Company 3.01 TD Power Systems 1.48 Infosys 0.03 Gabriel India 0.63 Bharti Hexacom 0.28 Cholamandalam Investment and Finance Company 0.04 Home First Finance Company India 0.46 Jindal Steel 0.52 Tech Mahindra 0.04 HDFC AMC 0.24 Coforge 0.65 Cummins India 1.28 Siemens Energy India 0.01 ABB India 0.01 Hitachi Energy India 2.25 BSE 1.93 Bajaj Finance 0.01 Eicher Motors 1.89 Sun Pharmaceutical Industries 0.09
Debt & Others (1.59%) Sector Allocation Net Payables -0.4 Repo 1.99 Debt Credit Ratings Debt Category Others 1.59
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.9%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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
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.
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) 2
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
HSBC Large and Mid Cap Fund Regular - Growth FAQs
How to invest in HSBC Large and Mid Cap Fund Regular - Growth?
Investing in HSBC Large and Mid Cap Fund Regular - Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for HSBC Large and Mid Cap Fund Regular - Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of HSBC Large and Mid Cap Fund Regular - Growth?
The term expense ratio for HSBC Large and Mid Cap Fund Regular - Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of HSBC Large and Mid Cap Fund Regular - Growth is 1.9% as of 24 Mar 2026.
What is the NAV of HSBC Large and Mid Cap Fund Regular - Growth?
The NAV of HSBC Large and Mid Cap Fund Regular - Growth is ₹24.4934 as of 24 Mar 2026.
What is the AUM of HSBC Large and Mid Cap Fund Regular - Growth?
The AUM (Assets Under Management) of HSBC Large and Mid Cap Fund Regular - Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of HSBC Large and Mid Cap Fund Regular - Growth is ₹4706.02 Cr as of 24 Mar 2026.
What is the PE and PB ratio of HSBC Large and Mid Cap Fund Regular - Growth?
The PE ratio of HSBC Large and Mid Cap Fund Regular - Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in HSBC Large and Mid Cap Fund Regular - Growth?
Yes, you can invest in HSBC Large and Mid Cap Fund Regular - Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of HSBC Large and Mid Cap Fund Regular - Growth in the last 5 years?
The return of HSBC Large and Mid Cap Fund Regular - Growth in the last 5 years is 14.07%.
What is the minimum SIP investment required in HSBC Large and Mid Cap Fund Regular - Growth?
The minimum SIP investment in HSBC Large and Mid Cap Fund Regular - Growth depends on the fund's scheme rules and usually starts at a small amount. For HSBC Large and Mid Cap Fund Regular - Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of HSBC Large and Mid Cap Fund Regular - Growth?
The NAV of HSBC Large and Mid Cap Fund Regular - Growth, as of 24 Mar 2026, is ₹24.4934.
Who manages the HSBC Large and Mid Cap Fund Regular - Growth?
The fund managers responsible for HSBC Large and Mid Cap Fund Regular - Growth are:
- Abhishek Gupta
- Cheenu Gupta
- Sonal Gupta
- Mayank Chaturvedi