Fund Overview of HSBC Large Cap Fund-Growth
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₹1,754.7 CrAUM
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₹484.38NAV
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2.30%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
HSBC Large Cap Fund-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -0.70% | NA | 2.02% |
| 6 Months | 4.79% | NA | 10.55% |
| 1 Year | 0.14% | 0.14% | -1.10% |
| 2 Years | 2.50% | 1.24% | 17.47% |
| 3 Years | 36.35% | 10.89% | 15.47% |
| 5 Years | 48.15% | 8.18% | 19.14% |
| 7 Years | 118.55% | 11.82% | NA |
| 10 Years | 194.47% | 11.40% | 12.83% |
Asset Allocation of HSBC Large Cap Fund-Growth
equities
96.98%other assets or cash equivalents
3.02%HSBC Large Cap Fund-Growth is one Equity mutual fund offered by HSBC Mutual Fund. Launched on 10 Dec 2002, the fund aims To create wealth over long term. Investment in predominantly large cap equity and equity related securities. It manages assets worth ₹1,754.7 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.3%. Fund Manager Manager Education Fund Manager Manager EducationAbout HSBC Large Cap Fund-Growth
The portfolio allocation consists of 96.98% in equities, 3.02% in other assets or cash equivalents.Managed by Neelotpal Sahai, it has delivered a return of 0.14% in the last year, a total return since inception of 17.88%.
Considering individual goals individuals often compare best sip as part of the overall investment planning.
Key Metrics of HSBC Large Cap Fund-Growth
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Standard Deviation14.34%
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Mean10.03%
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Sharpe Ratio0.31%
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Alpha0.53%
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Beta0.94%
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Sortino Ratio0.36%
HSBC Large Cap Fund-Growth Fund Details
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Compare HSBC Large Cap Fund-Growth with other mutual funds in the same category
HSBC Large Cap Fund-Growth
UTI BSE Sensex Next 50 ETF-Growth
SBI BSE Sensex Next 50 ETF-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| UTI BSE Sensex Next 50 ETF-Growth |
₹32 | 3.40% | -3.88% | -0.90% | 15.83% | 13.08% |
| SBI BSE Sensex Next 50 ETF-IDCW |
₹24 | 3.37% | -3.92% | -0.94% | 15.78% | 13.04% |
| Nippon India ETF BSE Sensex Next 50-Growth |
₹138 | 3.37% | -3.94% | -1.02% | 15.64% | 12.85% |
| Nippon India Large Cap Fund Direct-Growth |
₹51,296 | 6.68% | -1.63% | -2.81% | 12.56% | 12.75% |
| Nippon India Large Cap Fund Direct-IDCW |
₹51,296 | 6.68% | -1.63% | -2.81% | 12.56% | 12.75% |
| Nippon India Large Cap Fund-Growth |
₹51,296 | 6.61% | -1.82% | -3.57% | 11.62% | 11.81% |
| Nippon India Large Cap Fund-IDCW |
₹51,296 | 6.61% | -1.82% | -3.57% | 11.62% | 11.81% |
| Aditya Birla Sun Life Nifty Next 50 ETF-Growth |
₹53 | 3.75% | -3.41% | 3.21% | 17.84% | 11.71% |
| UTI Nifty Next 50 Exchange Traded Fund-Growth |
₹2,197 | 3.77% | -3.47% | 3.19% | 17.82% | 11.71% |
| ICICI Prudential Nifty Next 50 ETF-Growth |
₹2,612 | 3.76% | -3.50% | 3.00% | 17.73% | 11.65% |
More funds from HSBC Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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HSBC Large Cap Fund Direct-Growth
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₹1,755 | 5.48% | -0.48% | 5.27% | 1.04% | 11.89% |
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HSBC Large Cap Fund-IDCW
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₹1,755 | 5.40% | -0.70% | 4.79% | 0.14% | 10.89% |
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HSBC Large Cap Fund Direct-IDCW
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₹1,755 | 5.48% | -0.48% | 5.27% | 1.04% | 11.89% |
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HSBC Nifty 50 Index Fund Regular-Growth
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₹371 | 8.79% | -0.33% | 2.75% | -3.39% | 9.19% |
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HSBC Nifty 50 Index Fund Direct-Growth
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₹371 | 8.81% | -0.28% | 2.85% | -3.28% | 9.41% |
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HSBC Nifty 50 Index Fund Regular-IDCW
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₹371 | 8.79% | -0.33% | 2.75% | -3.39% | 9.19% |
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HSBC Nifty 50 Index Fund Direct-IDCW
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₹371 | 8.81% | -0.28% | 2.85% | -3.28% | 9.41% |
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HSBC Nifty Next 50 Index Fund Regular-Growth
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₹184 | 3.72% | -3.60% | 1.87% | 2.21% | 16.68% |
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HSBC Nifty Next 50 Index Fund Direct-Growth
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₹184 | 3.75% | -3.51% | 2.06% | 2.59% | 17.16% |
HSBC Large Cap Fund-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Nifty 50 ETF-IDCW |
₹203,017 | ₹264.57 | 9.60% | 7.76% | 12.50% |
| SBI BSE Sensex ETF |
₹115,576 | ₹885.15 | 8.31% | 7.01% | 12.49% |
| ICICI Prudential Large Cap Fund Direct-Growth |
₹76,352 | ₹120.53 | 12.21% | 10.90% | 14.00% |
| ICICI Prudential Large Cap Fund-Growth |
₹76,352 | ₹109.00 | 11.59% | 10.26% | 13.23% |
| ICICI Prudential Large Cap Fund Direct-IDCW |
₹76,352 | ₹60.98 | 12.21% | 10.90% | 14.00% |
| ICICI Prudential Large Cap Fund-IDCW |
₹76,352 | ₹29.39 | 11.59% | 10.26% | 13.23% |
| UTI Nifty 50 ETF |
₹69,624 | ₹272.44 | 9.62% | 7.77% | 12.51% |
| Nippon India ETF Nifty 50 Bees |
₹65,179 | ₹279.96 | 9.62% | 7.78% | 12.50% |
| UTI BSE Sensex ETF-IDCW |
₹54,461 | ₹879.95 | 8.32% | 7.01% | 12.52% |
| SBI Large Cap Fund-Growth |
₹52,373 | ₹94.14 | 10.28% | 8.47% | 11.58% |
HSBC Large Cap Fund-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 9.82% | ₹181.64 Cr |
| Icici Bank Ltd | Financial | 9.82% | ₹181.47 Cr |
| Hdfc Bank Ltd | Financial | 9.45% | ₹181.37 Cr |
| Hdfc Bank Ltd | Financial | 9.33% | ₹178.42 Cr |
| Hdfc Bank Ltd | Financial | 9.39% | ₹177.71 Cr |
| Hdfc Bank Ltd | Financial | 9.39% | ₹177.71 Cr |
| Icici Bank Ltd | Financial | 9.05% | ₹173.60 Cr |
| Icici Bank Ltd | Financial | 9.10% | ₹172.36 Cr |
| Hdfc Bank Ltd | Financial | 9.34% | ₹171.18 Cr |
| Icici Bank Ltd | Financial | 8.98% | ₹169.38 Cr |
| Icici Bank Ltd | Financial | 8.78% | ₹167.86 Cr |
| Hdfc Bank Ltd | Financial | 8.87% | ₹167.27 Cr |
| Icici Bank Ltd | Financial | 9.01% | ₹167.21 Cr |
| Icici Bank Ltd | Financial | 9.01% | ₹167.21 Cr |
| Icici Bank Ltd | Financial | 9.01% | ₹167.21 Cr |
| Icici Bank Ltd | Financial | 9.01% | ₹167.21 Cr |
| Icici Bank Ltd | Financial | 9.01% | ₹165.13 Cr |
| Icici Bank Ltd | Financial | 8.53% | ₹161.44 Cr |
| Icici Bank Ltd | Financial | 8.53% | ₹161.44 Cr |
| Hdfc Bank Ltd | Financial | 8.80% | ₹159.59 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI BSE Sensex Next 50 ETF-Growth |
₹92.49 | 15.83% | 13.08% | - |
| SBI BSE Sensex Next 50 ETF-IDCW |
₹927.25 | 15.78% | 13.04% | - |
| Nippon India ETF BSE Sensex Next 50-Growth |
₹90.50 | 15.64% | 12.85% | - |
| Nippon India Large Cap Fund Direct-Growth |
₹101.36 | 12.56% | 12.75% | - |
| Nippon India Large Cap Fund Direct-IDCW |
₹40.32 | 12.56% | 12.75% | - |
| Nippon India Large Cap Fund-Growth |
₹89.93 | 11.62% | 11.81% | - |
| Nippon India Large Cap Fund-IDCW |
₹26.29 | 11.62% | 11.81% | - |
| Aditya Birla Sun Life Nifty Next 50 ETF-Growth |
₹75.75 | 17.84% | 11.71% | - |
| UTI Nifty Next 50 Exchange Traded Fund-Growth |
₹77.64 | 17.82% | 11.71% | - |
| ICICI Prudential Nifty Next 50 ETF-Growth |
₹75.84 | 17.73% | 11.65% | - |
Frequently Asked Questions
HSBC Large Cap Fund-Growth
What is the current AUM of HSBC Large Cap Fund-Growth?
As of Wed Sep 30, 2026, HSBC Large Cap Fund-Growth manages assets worth ₹1,754.7 crore
How has HSBC Large Cap Fund-Growth performed recently?
- 3 Months: -0.70%
- 6 Months: 4.79%
What is the long-term performance of HSBC Large Cap Fund-Growth?
- 3 Years CAGR: 10.89%
- 5 Years CAGR: 8.18%
- Since Inception: 17.88%
What is the portfolio composition of HSBC Large Cap Fund-Growth?
Equity: 96.98%, Others: 3.02%.
Who manages HSBC Large Cap Fund-Growth?
HSBC Large Cap Fund-Growth is managed by Neelotpal Sahai from HSBC Mutual Fund.
What is the market-cap allocation of HSBC Large Cap Fund-Growth?
Large Cap: 85.09%, Mid Cap: 7.93%, Small Cap: 6.98%.
Which are the top companies HSBC Large Cap Fund-Growth has invested in?
- HDFC Bank Ltd – 9.82% of the fund's portfolio
- ICICI Bank Ltd – 9.82% of the fund's portfolio
- HDFC Bank Ltd – 9.45% of the fund's portfolio
- HDFC Bank Ltd – 9.33% of the fund's portfolio
- HDFC Bank Ltd – 9.39% of the fund's portfolio
Which are the major sectors HSBC Large Cap Fund-Growth focuses on?
- Financial – 182.23% of the fund's portfolio




