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HSBC Large and Mid Cap Fund Regular Growth

Medium
Risk
Equity
Large And Mid Cap Fund
+
18.98
%
18.98
%
3Y annualised
+
0.80
%
0.80
%
1 Day returns
Fund size
2490
NAV:
Feb 23, 2024
21.8531
Sector
Tech
Type
Equity
Launched
Mar 2019
Min Investment
5000
Expense Ratio
2
Risk
Medium

Portfolio allocation

Top 10 Holdings
% Value
HDFC Bank Ltd
4.56
%
Larsen & Toubro Ltd
4.33
%
Polycab India Ltd
3.37
%
TVS Motor Co Ltd
2.99
%
CG Power & Industrial Solutions Ltd
2.78
%
Max Healthcare Institute Ltd Ordinary Shares
2.50
%
KPIT Technologies Ltd
2.37
%
Persistent Systems Ltd
2.33
%
Safari Industries (India) Ltd
2.3
%
Zensar Technologies Ltd
2.23
%

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

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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
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
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