About Fund
To seek long term capital growth through investments in both large cap and mid cap stocks.
The HSBC Large and Mid Cap Fund Regular Growth has an AUM of 4877.42 crores & has delivered CAGR of 15.83 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 3.09%. The minimum investment in HSBC Large and Mid Cap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, Billionbrains Garage Ventures, FSN E-Commerce Ventures Ltd, Bharat Electronics.
The major sectors where the fund is invested are Regional Banks, Electronic Instr. & Controls, Investment Services, Software & Programming.
Some of the similar funds are UTI Large & Mid Cap Fund Regular Plan Growth, HSBC Large and Mid Cap Fund Regular Growth, Edelweiss Large & Mid Fund Growth, Franklin India Large & Mid Cap Fund Growth, Aditya Birla Sun Life Large & Mid Cap Fund Growth. HSBC Large and Mid Cap Fund Regular Growth has a sharpe ratio of 0.77 & a standard deviation of 18.32%.
