HSBC Large and Mid Cap Fund - IDCW Direct is an equity fund. This fund was started on 28 March, 2019. The fund is managed by Cheenu Gupta, Neelotpal Sahai. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.98% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹2760 Cr |
Inception Date | 28 March, 2019 |
Min Lumpsum/SIP | ₹5000/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 68.44% |
Size breakup
HSBC Large and Mid Cap Fund - IDCW Direct | Absolute Returns | CAGR Returns |
1 Month Returns | 4.1% | 4.1% |
6 Month Returns | 16.03% | 16.03% |
1 Year Returns | 35.31% | 35.31% |
3 Years Returns | 56.36% | 16.07% |
5 Years Returns | 116.48% | 16.7% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HSBC Large and Mid Cap Fund - IDCW Direct | -5.71 | -4.92 | -2.58 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HSBC Large and Mid Cap Fund - IDCW Direct | 1.01 | 0.98 | 0.93 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HSBC Large and Mid Cap Fund - IDCW Direct | 1.66 | 0.72 | 0.62 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HSBC Large and Mid Cap Fund - IDCW Direct | 15.72 | 15.56 | 19.59 |