HSBC Large and Mid Cap Fund Regular-Growth
Equity, Large & MidCap, Principal at very high risk
1 Year Return 9.92% at 08 Jun 2026 12:57 PM
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 7.2 years of performance history. The scheme manages an AUM of ₹4877.41 Cr and has a NAV of ₹28.7484. 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 9.92%.
Fund Details
NAV 28.7484
Sub-Type Large & MidCap
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 7.2
Fund Size(in Crores) 4877.41
Fund Performance
1 Month 2.4%
3 Month 7.34%
6 Month 5.72%
1 Year 9.92%
3 Year 19.23%
5 Year 16.08%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.73%) Market Cap Large Cap 55.85 Mid Cap 30.52 Small Cap 12.36 Top Sectors Financial 25.06 Capital Goods 23.63 Services 11.32 Metals & Mining 7.14 Energy 7.11 Healthcare 5.09 Automobile 4.83 Consumer Staples 3.97 Communication 3.9 Consumer Discretionary 2.76 Unclassified 2.55 Construction 1.26 Technology 0.06 Materials 0.05 Top Holding ABB India 1.88 Aditya Birla Capital 0.26 Aditya Infotech 3.48 Anthem Biosciences 0.12 Ather Energy 2.11 Atlanta Electricals 0.74 Avalon Technologies 0.97 Axis Bank 0.22 Bharat Electronics 4.03 Bharat Heavy Electricals 1.68 Bharti Airtel 0.42 Billionbrains Garage Ventures 4.19 BSE 3.47 CG Power 0.03 Cholamandalam Investment and Finance Company 0.04 City Union Bank 1.84 Cummins India 0.11 Dixon Technologies (India) 0.01 eClerx Services 0.21 Eicher Motors 0.01 Eternal 0.01 FSN E-Commerce Ventures 4.05 GE Vernova T&D 3.51 Godfrey Phillips India 1.05 HDFC AMC 0.01 HDFC Bank 0.8 Hindalco Industries 3.42 Hitachi Energy India 3.16 ICICI Bank 5.93 ICICI Prudential Asset Management Company 2.55 Indian Bank 2.51 Infosys 0.02 Jindal Steel 0.81 JSW Energy 0.48 JSW Steel 1.65 Jyoti CNC Automation 0.01 Kirloskar Oil Engines 0.99 Kotak Mahindra Bank 0 Larsen & Toubro 0.2 Lenskart Solutions 2.7 Lupin 1.99 Mahindra & Mahindra 0.95 Mankind Pharma 0.48 Maruti Suzuki India 0.01 MCX 1.09 Nippon Life India Asset Management 1.52 NTPC 0.02 NTPC Green Energy 0.84 Oil India 0.86 ONGC 3.25 PB Fintech 2.49 Persistent Systems 0 Piramal Finance 2.24 Polycab India 1.98 Prudent Corporate Advisory Services 0.17 Radico Khaitan 1.01 Reliance Industries 0.45 Safari Industries (India) 0.05 Sai Life Sciences 0.03 Schaeffler India 0.9 Shriram Finance 1.87 Siemens 0.02 Siemens Energy India 0.01 State Bank of India 0.38 Sun Pharmaceutical Industries 0.09 Syngene International 0.95 Tata Consumer Products 1.91 Tata Motors 0.05 Tata Power Company 1.68 Tata Steel 1.26 TD Power Systems 2.33 Tech Mahindra 0.04 The Federal Bank 3.08 Thermax 0.8 Thyrocare Technologies 1.43 Titagarh Rail Systems 0.53 Titan Company 0.01 Triveni Turbine 1.06 TVS Motor Company 1.17 Ultratech Cement 0.05
Debt & Others (1.27%) Sector Allocation Net Payables -0.65 Repo 1.92 Debt Credit Ratings Debt Category Others 1.27
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.88%
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.
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
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.
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) 3
Date of Incorporation 2019-03-28
Total AUM 140597.86
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 1.88% as of 08 Jun 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 ₹28.7484 as of 08 Jun 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 ₹4877.41 Cr as of 08 Jun 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 16.08%.
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 08 Jun 2026, is ₹28.7484.
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
- Sonal Gupta
- Cheenu Gupta
- Mayank Chaturvedi