HSBC Large and Mid Cap Equity Fund Direct Growth
NAV: ₹ 15 as on 06-07-2022
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. The fund could potentially beat inflation in the long-run.
1) HSBC Large and Mid Cap Equity Fund Direct Growth has a NAV of ₹14.9534 as on 06-07-2022.
2) HSBC Large and Mid Cap Equity Fund Direct Growth has ₹454 Cr worth of assets under management (AUM) as on 31-05-2022 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 | ₹454 Cr | |
Inception Date | 28 March, 2019 | |
Min Lumpsum/SIP | ₹5000/₹500 | |
Exit Load | 1% | |
Lock In | No Lock-in | |
TurnOver | 59.82% |
Fund Distribution
| Financial Services | 28.4% |
| Tech | 13.5% |
| Consumer Cyclical | 13.3% |
| Industrial | 11.9% |
| Basic Materials | 11.7% |
| Health | 7.9% |
| Energy | 5.8% |
| Real Estate | 3.2% |
| Consumer Defensive | 2.7% |
| Communication | 1.6% |
Top Holdings
Fund Highlights
Fund Allocations
AUM size ₹454 Cr
Expense Ratio 0.79%
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.
AMC details
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