HSBC Large Cap Fund Growth
Medium
Risk
Equity
Large Cap Fund
+
15.38
%
15.38
%
3Y annualised
+
0.18
%
0.18
%
1D
1M
6M
1Y
3Y
All
Fund size
1706
NAV:
Mar 7, 2024
426.364
Sector
Tech
Type
Equity
Launched
Dec 2002
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
9
%
Reliance Industries Ltd
8.36
%
ICICI Bank Ltd
7.23
%
Larsen & Toubro Ltd
5.61
%
Infosys Ltd
4.87
%
DLF Ltd
3.76
%
Oil & Natural Gas Corp Ltd
3.7
%
Axis Bank Ltd
3.44
%
Sun Pharmaceuticals Industries Ltd
3.12
%
UltraTech Cement Ltd
2.98
%
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 Cap Fund Growth
More details
Investment objective
To generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly large cap companies.However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
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.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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