Can I invest in SIP and Lumpsum in HSBC Large & Mid Cap Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in HSBC Large & Mid Cap Fund - Direct (G). Minimum lumpsum investment HSBC Large & Mid Cap Fund - Direct (G) is ₹5,000 and minimum SIP amount is ₹500 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of HSBC Large & Mid Cap Fund - Direct (G) Direct Growth?

The latest NAV (Net Asset Value) of HSBC Large & Mid Cap Fund - Direct (G) is HSBC Large & Mid Cap Fund - Direct (G) is ₹30.96 as on 2025-01-01.

Which are the biggest stock holdings of HSBC Large & Mid Cap Fund - Direct (G)?

The 5 biggest stock holdings of HSBC Large & Mid Cap Fund - Direct (G) are: Zomato Ltd (4.79%), Trent (4.54%), Suzlon Energy (3.15%), CG Power & Ind (3.04%), T R I L (3.03%)

What are the top sectors HSBC Large & Mid Cap Fund - Direct (G) invests in?

A majority of HSBC Large & Mid Cap Fund - Direct (G) 's AUM worth ₹3,978.89 (Cr) is invested in these 3 top sectors: Electrical Equipments : 20.06% Retailing : 9.61% Capital Markets : 8.83%

Mutual Funds
HSBC Large & Mid Cap Fund - Direct (G)

HSBC Large & Mid Cap Fund - Direct (G)

Large & Mid Cap Fund

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NAV
30.96(0.76%)
Fund Size (CR)
₹3,978.89
Expense Ratio
0.88
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹0
Minimum SIP Investment
₹500
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
21.46%

Absolute Return: 1.55%

Annualized Return: 0%

Basic Details

Scheme Manager

Cheenu Gupta

Bench Mark

Nifty LargeMidcap 250 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	9978.40	-0.22%	-	0.02%	98/138
1 Month	29 November 2024	10286.01	2.86%	-	-0.22%	6/138
3 Month	30 September 2024	10135.73	1.36%	-	-5.11%	5/134
6 Month	28 June 2024	10854.99	8.55%	-	2.32%	9/130
1 Year	29 December 2023	13974.17	39.74%	39.74%	23.76%	5/122
3 Year	30 December 2021	18203.39	82.03%	22.10%	18.18%	17/120
5 Year	30 December 2019	28869.50	188.69%	23.62%	21.55%	19/115
Since Inception	28 March 2019	30669.80	206.70%	21.46%	17.09%	24/138

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	150207.90	15.54%	15.54%
3 Year	3 January 2022	3,70,000	582670.99	57.48%	16.34%
5 Year	1 January 2020	6,10,000	1221878.30	100.31%	14.91%
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.90%

Standard Deviation

0.90%

Beta

1.07%

Sharpe Ratio

0.13%

Treynor's Ratio

3.85%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Zomato Ltd	4.79%	6816241	190.69	Equity	E-Commerce/App based Aggregator
Trent	4.54%	266095	180.82	Equity	Retail
Suzlon Energy	3.15%	19888700	125.26	Equity	Capital Goods - Electrical Equipment
CG Power & Ind	3.04%	1651700	120.95	Equity	Capital Goods - Electrical Equipment
T R I L	3.03%	1204799	120.76	Equity	Capital Goods - Electrical Equipment
GE Vernova T&D	2.86%	648700	113.92	Equity	Capital Goods - Electrical Equipment
HDFC AMC	2.66%	251400	105.69	Equity	Finance
PB Fintech.	2.58%	541300	102.52	Equity	IT - Software
BSE	2.47%	210100	98.13	Equity	Financial Services
JSW Energy	2.43%	1477900	96.75	Equity	Power Generation & Distribution

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
HSBC Large & Mid Cap Fund - Direct (G)	3978.89	2.86%	1.36%	8.55%	39.74%	22.10%
Motilal Oswal Large and Midcap Fund - Dir (IDCW)	7710.01	4.25%	2.10%	16.86%	47.10%	29.13%
Motilal Oswal Large and Midcap Fund - Dir (G)	7710.01	4.25%	2.10%	16.86%	47.10%	29.13%
HSBC Large & Mid Cap Fund - Direct (G)	3978.89	2.86%	1.36%	8.55%	39.74%	22.10%
HSBC Large & Mid Cap Fund - Direct (IDCW)	3978.89	2.86%	1.36%	8.55%	39.73%	22.08%
Invesco India Large & Mid Cap Fund-Dir (G)	6340.05	2.53%	-1.68%	9.46%	39.19%	23.58%

News

HSBC MF announces Quarterly Income Distribution cum Capital Withdrawal (IDCW) under its schemes
HSBC Mutual Fund has announced 26 December 2024 as the record date for declaration of IDCW in the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
HSBC Aggressive Hybrid Fund:
Regular Plan ' IDCW: 0.210
Direct Plan ' IDCW: 0.240
HSBC Balanced Advantage Fund:
Regular Plan ' IDCW: 0.135
Direct Plan ' IDCW: 0.155
HSBC Equity Savings Fund:
Regular Plan ' Quarterly IDCW: 0.310
Direct Plan ' Quarterly IDCW: 0.340
HSBC Large Cap Fund:
Regular Plan ' IDCW: 4.250
Direct Plan ' IDCW: 4.250`
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HSBC MF announces change in Fund Manager of the following schemes

HSBC Mutual Fund Mutual Fund has announced change in Fund Managers of the following schemes with effect from: 01 October 2024

Change in Fund Managers of the Schemes:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
HSBC India Export Opportunities Fund	' Mr. Abhishek Gupta (Equity) and ' Mr. Sonal Gupta (Foreign securities)	' Mr. Abhishek Gupta (Equity), ' Mr. Siddharth Vora (Equity), and ' Mr. Sonal Gupta (Foreign securities)

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HSBC Arbitrage Fund announces Income Distribution cum capital withdrawal (IDCW)
HSBC Mutual Fund has announced 20 September 2024 as the record date for declaration of distribution under the IDCW option of HSBC Arbitrage Fund. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Regular Plan ' Quarterly IDCW Option: 0.22
Direct Plan ' Quarterly IDCW Option: 0.25
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Fund House Details & Investment Objective

Date of Incorporation

11 March 2019

Total AUM (Cr)

₹3978.89

HSBC Large & Mid Cap Fund - Direct (G) is an Large & Mid Cap Fund-oriented fund from the renowned AMC, HSBC Mutual Fund. Launched in 11 March 2019, this fund is managed by Cheenu Gupta. With assets under management (AUM) worth ₹3,978.89 (Cr), as of 1 January 2025, HSBC Large & Mid Cap Fund - Direct (G) is categorized as a Large & Mid Cap Fund within its segment. The fund has generated a return of 21.46% since its launch.
The current NAV of HSBC Large & Mid Cap Fund - Direct (G) is ₹30.96, as on 1 January 2025. The fund's benchmark index is Nifty LargeMidcap 250 TRI. You can invest in HSBC Large & Mid Cap Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Any redemption / switch-out of units within 1 year from the date of allotment shall be subject to 1% exit load. No Exit Load will be charged, if units are redeemed / switched-out after 1 year from the date of allotment. The fund has generated 22.10% and 23.62% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.99% in Equity, 2.27% in Debt and -0.26% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 20.06% in Electrical Equipments, 9.61% in Retailing, 8.83% in Capital Markets, 6.62% in Banks, 6.18% in Consumer Durables

FAQs

How to Invest in HSBC Large & Mid Cap Fund - Direct (G) Direct Growth?

HSBC Large & Mid Cap Fund - Direct (G) is a popular fund in the Large & Mid Cap Fund segment. The fund has generated a return of 21.46% since inception. Looking to invest in HSBC Large & Mid Cap Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in HSBC Large & Mid Cap Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, HSBC Large & Mid Cap Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in HSBC Large & Mid Cap Fund - Direct (G) today and reap the benefits of this Large & Mid Cap Fund fund!

How much returns has HSBC Large & Mid Cap Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, HSBC Large & Mid Cap Fund - Direct (G) has generated annualised return of 39.74%. In the long-term, the fund has generated 22.10% and 23.62% in 3 and 5 years respectively. Since its inception, the fund has generated 21.46% returns.

What is the expense ratio of HSBC Large & Mid Cap Fund - Direct (G) Direct Growth?

The expense ratio of HSBC Large & Mid Cap Fund - Direct (G) Direct Growth is 0.88%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of HSBC Large & Mid Cap Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of HSBC Large & Mid Cap Fund - Direct (G) is ₹3,978.89 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from HSBC Large & Mid Cap Fund - Direct (G) Direct Growth?

Redeeming or selling units of HSBC Large & Mid Cap Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from HSBC Large & Mid Cap Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case HSBC Large & Mid Cap Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).