HSBC Large and Mid Cap Fund Regular-IDCW
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Equity, Large & MidCap, Principal at very high risk
1 Year Return -5.91% at 22 Dec 2025 06:23 PM
Fund Details
NAV 20.8421
Sub-Type Large & MidCap
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 6.74
Fund Size(in Crores) 4664.05
Fund Performance
1 Month -2.09%
3 Month -1.55%
6 Month 5.96%
1 Year -5.91%
3 Year 19.8%
5 Year 18.02%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Treasury Bills 0.82 Repo 4.78 Central Government Loan 3.94 Debt Credit Ratings SOV 84.8 Cash & Call Money 14.9 Others 0.3 Debt Category Kerala State 8.37 Tamilnadu State 10.01 Rajasthan State 4.22 GOI 61.15
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.89%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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) 48
Date of Incorporation 2019-03-28
Total AUM 2025-11-30
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.
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