HSBC Large & Mid Cap Fund - Direct - Growth
Equity Scheme by HSBC Asset Management (India) Private Ltd.
3Y Returns (CAGR)
19.43%
Expense Ratio
1.48%
as of 01/07/2026
AUM
₹750.4 Cr
Qtr End: Mar 26
NAV
₹32.398
as of 17/07/2026
3Y Returns (CAGR)
19.43%
Expense Ratio
1.48%
as of 01/07/2026
AUM
₹750.4 Cr
Qtr End: Mar 26
NAV
₹32.398
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 6.56% | 28.95% | 12.78% |
| 6M | 10.50% | 22.10% | 18.15% |
| 1Y | 10.30% | 10.30% | 15.17% |
| 3Y | 70.36% | 19.43% | 17.71% |
| 5Y | 107.13% | 15.68% | 16.81% |
Scheme Details
- Launch Date
- 11/03/2019
- Fund Age
- 7.4 years
- Minimum Investment
- ₹5,000
- Fund House
- HSBC Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large & Mid Cap Fund (Equity Scheme)
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HSBC Large & Mid Cap Fund - Direct - Growth
3Y CAGR19.43%
TER1.48%
AUM₹750.4 Cr