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: 2.49% As on (30-06-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 583.44 Cr As on (30-06-2020) |
| Turn over: 103.00 |
209.8618
2 (0.9553%)
18.8%
NIFTY 50 TRI 12.75%
PERFORMANCE of HSBC Large Cap Equity Fund - Growth
Scheme Performance (%) Data as on - 06-08-2020
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| HSBC Large Cap Equity Fund - Growth | 3.0 | 2.39 | 6.21 | 7.64 | 18.8 |
| NIFTY 50 TRI | 3.39 | 4.91 | 6.79 | 8.82 | 12.75 |
| Equity: Large Cap | 2.91 | 2.36 | 4.97 | 8.63 | 11.41 |
Yearly Performance (%)
Fund Managers
Neelotpal Sahai
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
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
| 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 | 3.0 | -0.8 | 2.39 | 6.21 | 7.64 |
| Canara Robeco Bluechip Equity Fund - Regular Plan - Growth | 01-08-2010 | 12.87 | 5.0 | 7.39 | 7.95 | 0.0 |
| IDFC Large Cap Fund-Regular Plan-Growth | 09-06-2006 | 8.75 | 0.32 | 3.51 | 6.15 | 7.99 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 7.26 | 0.58 | 3.61 | 5.54 | 8.95 |
| JM Large Cap Fund-Growth | 01-04-1995 | 6.82 | 2.55 | 3.31 | 4.07 | 6.57 |
| Axis Bluechip Fund - Regular Plan - Growth | 01-01-2010 | 6.32 | 3.76 | 9.15 | 8.67 | 10.76 |
| BNP PARIBAS LARGE CAP Fund-Growth Option | 23-09-2004 | 6.3 | 3.81 | 4.37 | 5.59 | 11.11 |
| IDBI India Top 100 Equity Fund Growth | 15-05-2012 | 6.29 | -0.02 | 0.44 | 3.46 | 0.0 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 5.68 | -0.64 | 3.53 | 5.87 | 9.12 |
| Edelweiss Large Cap Fund -Plan C - Growth option | 20-05-2009 | 4.72 | -0.63 | 4.58 | 5.83 | 9.81 |