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HSBC Large Cap Equity Fund - Growth

(Erstwhile HSBC Equity Fund - Growth)

Category: Equity: Large Cap
Launch Date: 10-12-2002
Asset Class: Equity
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.47% As on (31-10-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 673.25 Cr As on (31-10-2019)
Turn over: 83.0
NAV as on Thu Dec 05 00:00:00 IST 2019

224.5803

-0.4 (-0.1787%)

CAGR Since Inception

20.09%

NIFTY 50 TRI 13.56%

PERFORMANCE of HSBC Large Cap Equity Fund - Growth

Scheme Performance (%) Data as on - 05-12-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Large Cap Equity Fund - Growth 15.53 13.36 8.15 9.14 20.09
NIFTY 50 TRI 12.3 15.72 8.44 10.3 13.56
Equity: Large Cap 11.51 12.32 7.71 10.4 12.52

Yearly Performance (%)

Fund Managers

Mr. Neelotpal Sahai

Mr. Sahai is a B.Tech from IT BHU and PGDM from IIM Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.

Investment Objective

The scheme seeks to generate long-term capital growth from a diversified portfolio of equity and equity related securities of companies across a range of market capitalisations, with a preference for medium and large companies.

RETURNS CALCULATOR for HSBC Large Cap Equity Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HSBC Large Cap Equity Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Large Cap Equity Fund - Growth 14.34 0.62 1.7 1.09 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of HSBC Large Cap Equity Fund - Growth

Period
Data as on - 05-12-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Large Cap Equity Fund - Growth 10-12-2002 15.53 7.52 13.36 8.15 9.14
Axis Bluechip Fund - Growth 25-01-2010 18.46 14.34 19.44 9.96 0.0
BNP PARIBAS LARGE CAP Fund-Growth Option 23-09-2004 18.12 7.92 14.25 8.66 12.08
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 20-08-2010 16.16 11.07 15.49 9.05 0.0
LIC MF Large Cap Fund-Regular Plan-Growth 31-08-1994 15.21 8.53 12.88 7.11 9.24
Kotak Bluechip Fund - Growth 29-12-1998 14.84 7.38 12.47 8.34 10.26
PGIM India Large Cap Fund - Growth 21-01-2003 14.09 6.36 12.0 7.38 9.39
DSP Top 100 Equity Fund - Regular Plan - Growth 10-03-2003 14.08 7.09 11.05 6.83 9.42
IDBI India Top 100 Equity Fund Growth 15-05-2012 13.49 4.27 10.04 6.63 0.0
Mirae Asset Large Cap Fund - Growth Plan 04-04-2008 13.01 7.75 15.55 11.29 14.54

PORTFOLIO ANALYSIS of HSBC Large Cap Equity Fund - Growth

Asset Allocation (%)