HSBC Large and Mid Cap Equity Fund Direct Growth
Equity
Direct
Very High Risk
Large & Mid-Cap
NAV: ₹ 16.5 as on 03-12-2021
About the Fund
HSBC Large and Mid Cap Equity Fund Direct Growth is an equity fund. This fund was started on 28 March, 2019. The fund is managed by Neelotpal Sahai, Amaresh Mishra. The fund could potentially beat inflation in the long-run.
Key parameters
1) HSBC Large and Mid Cap Equity Fund Direct Growth has a NAV of 16.4743 as on 04-Dec-2021.
2) HSBC Large and Mid Cap Equity Fund Direct Growth has 514 Cr worth of assets under management (AUM) as on 04-Dec-2021 and is less than category average.
3) The fund has an expense ratio 0.79 %.
Fund Overview
Expense ratio | 0.79% | |
Benchmark | S&P BSE 200 India TR INR | |
AUM | ₹514 Cr | |
Inception Date | 28 March, 2019 | |
Min Lumpsum/SIP | ₹5000/₹500 | |
Exit Load | 1% | |
Lock In | No Lock-in | |
TurnOver | 59.82% |
Fund Distribution
Size breakup
Large cap
69.97%
Mid cap
28.35%
Small cap
1.69%
Sector Allocation
| Financial Services | 30.1% |
| Industrial | 15.2% |
| Tech | 14.2% |
| Basic Materials | 12% |
| Cyclical | 11.3% |
| Health | 8.3% |
| Real Estate | 3.1% |
| Defensive | 3% |
| Energy | 2.9% |
Top Holdings
Total Holdings20
Equity Holdings20
Debt Holdings3
Fund Highlights
About the fund
This fund has delivered an average annual returns of 0% since inception which is less than its category average return of 18.63%
Fund Allocations
This fund has an allocation of 98.6% in Equity, 0% in Debt and 1.4% in Cash related instruments
AUM size ₹514 Cr
This fund has AUM of ₹514 Cr which is less than its category average of ₹ 3180 Cr
Expense Ratio 0.79%
This fund has an expense ratio of 0.79% which is less than its category average expense ratio of 1.63%
Fund Managers
Neelotpal Sahai is B.Tech from ITBHU Varanasi PGDM from IIM Calcutta
24 Years experience
He was previously designated as Director Equity in IDFC Investment Advisors wherein he was Managing Equity Portfolios (PMS) and Generating stock ideas In his previous assignment in Motilal Oswal Securities Ltd he was designated as Senior research analyst before which in Infosys Technologies Ltd. he was designated as Senior Project Manager He has an overall experience of seventeen years.
Amaresh Mishra is BTech. in Chemical Engineering; PGDM
0 Years experience
AMC details
Fund House
HSBC Asset Management(India)Private Ltd
Email
hsbcmf@hsbc.co.in
Phone
+912266145000
Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort
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Frequently Asked Questions
What are the average returns of HSBC Large and Mid Cap Equity Fund Direct Growth Fund ?
What is the current NAV of HSBC Large and Mid Cap Equity Fund Direct Growth Fund?
How do I invest in HSBC Large and Mid Cap Equity Fund Direct Growth Fund?
What is the expense ratio of HSBC Large and Mid Cap Equity Fund Direct Growth fund?
What is the worth of total assets under management (AUM) of HSBC Large and Mid Cap Equity Fund Direct Growth fund ?
What are the top holdings of HSBC Large and Mid Cap Equity Fund Direct Growth Fund?
What are the top sectors HSBC Large and Mid Cap Equity Fund Direct Growth Fund has invested in?
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