HSBC Large and Mid Cap Fund Regular Growth
Medium
Risk
Equity
Large And Mid Cap Fund
+
18.92
%
18.92
%
3Y annualised
+
0.61
%
0.61
%
1D
1M
6M
1Y
3Y
All
Fund size
2693
NAV:
Mar 7, 2024
22.0547
Sector
Tech
Type
Equity
Launched
Mar 2019
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Larsen & Toubro Ltd
4.11
%
Max Healthcare Institute Ltd Ordinary Shares
2.73
%
Power Finance Corp Ltd
2.54
%
HDFC Bank Ltd
2.47
%
Bharat Heavy Electricals Ltd
2.44
%
Persistent Systems Ltd
2.34
%
Shriram Finance Ltd
2.32
%
Safari Industries (India) Ltd
2.3
%
JSW Energy Ltd
2.28
%
CG Power & Industrial Solutions Ltd
2.25
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
HSBC Large and Mid Cap Fund Regular Growth
More details
Investment objective
To seek long term capital growth through investments in both large cap and mid cap stocks.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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