HSBC Large & Mid Cap Fund - Direct - Growth
Equity Schemes by HSBC Asset Management (India) Private Ltd.
3Y Returns (CAGR)
18.30%
Expense Ratio
1.45%
as of 01/08/2026
AUM
₹806.29 Cr
Qtr End: Jun 26
NAV
₹33.314
as of 02/09/2026
3Y Returns (CAGR)
18.30%
Expense Ratio
1.45%
as of 01/08/2026
AUM
₹806.29 Cr
Qtr End: Jun 26
NAV
₹33.314
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 5.03% | 21.70% | 12.55% |
| 6M | 14.25% | 30.53% | 16.83% |
| 1Y | 12.80% | 12.80% | 15.09% |
| 3Y | 65.56% | 18.30% | 17.76% |
| 5Y | 99.95% | 14.86% | 16.82% |
Scheme Details
- Launch Date
- 11/03/2019
- Fund Age
- 7.5 years
- Minimum Investment
- ₹5,000
- Fund House
- HSBC Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large & Mid Cap Fund (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
Helios Large & Mid Cap Fund - Direct - Growth
3Y CAGR-
TER1.10%
AUM₹131.52 Cr
Invesco India Large & Mid Cap Fund - Direct - Growth
3Y CAGR23.12%
TER0.80%
AUM₹2,318.06 Cr
WhiteOak Capital Large & Mid Cap Fund - Direct - Growth
3Y CAGR-
TER0.90%
AUM₹92.38 Cr
HSBC Large & Mid Cap Fund - Direct - Growth
3Y CAGR18.30%
TER1.45%
AUM₹806.29 Cr
SBI LARGE & MIDCAP FUND - Direct - Growth
3Y CAGR12.68%
TER0.82%
AUM₹7,548.44 Cr
Bandhan Large & Mid Cap Fund - Direct - Growth
3Y CAGR17.95%
TER1.23%
AUM₹3,944.29 Cr
ICICI Prudential Large & Mid Cap Fund - Direct - Growth
3Y CAGR15.85%
TER1.34%
AUM₹8,961.9 Cr