HSBC Large Cap Equity Fund Growth - Regular - Latest NAV [ ₹332.4957 ], Returns, Performance, Portfolio & Returns 2021

HSBC Large Cap Equity Fund Growth

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Fund Summarystar

PeriodReturns(per year)
10 Years13.49%
5 Years14.99%
3 Years20.09%
1 Year48.86%
6 Months24.7%
Fund Details
RiskVery High Risk
Fund TypeLarge-Cap
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
ICICI Bank Ltd9.7%
HDFC Bank Ltd9.43%
Infosys Ltd9.32%
Tata Consultancy Services Ltd6.42%
Axis Bank Ltd5.92%
Reliance Industries Ltd5.67%
State Bank of India4.54%
Larsen & Toubro Ltd4.51%
Hindustan Unilever Ltd4.27%
Housing Development Finance Corp Ltd3.51%

About HSBC Large Cap Equity Fund

HSBC Large Cap Equity Fund is an open-ended scheme which invests in equities and equities related securities of large cap companies. The fund invests without exposing the assets to excessive risks. Formerly known as HSBC Equity Fund, the scheme aims to generate returns and capital appreciation over medium and long-term investment horizons.

Pros & Cons of Large Cap Equity Fund

HSBC Large Cap Equity Fund offers the following benefits: 1. Investments in large cap funds are at lower risks when compared with medium or small cap companies. 2. The fund focuses on companies with strong fundamentals & valuation which using proprietary research to select companies. 3. However, the recent returns are lower than the average category returns.

Fund Information and Statistics of Large Cap Equity Fund

i) Inception/ Launch date

HSBC Large Cap Equity Fund was launched on December 10, 2002, by HSBC Global Asset Management.

ii) Risk level

Investment in the HSBC Large Cap Equity Fund are at moderately high-risk and suitable for investors with a medium-term to long-term investment horizon.

iii) Redemption

Redemption of Units will be done at applicable NAV prices on every business day. Under normal circumstances, your fund house will dispatch the redemption proceeds within 3 business days.

iv) Fund Manager

The fund is managed by Mr Neeloptal Sahai since May 27, 2013. He is & PGDM and has worked with IDFC investments prior to joining HSBC.

v) Entry / Exit load

The fund house does not charge any entry load or exit load if redeemed after one year from the date of allotment. However, 1% exit load is charged if redeemed before one year.

Tax benefits of investing in Large Cap Equity Fund

The Short-term capital gain tax of 15% is levied if sold before one year from the date of allotment. Long-term capital gain, in excess of Rs 1 lakh, are taxed at 10% if sold after one year. Dividend distribution tax is applicable. 10% tax will be deducted at source for dividends.

About HSBC Global Asset Management

HSBC Global Asset Management was formed in 1973 and the company has been working in many countries ever since. The fund house strives to help clients meet their investment goals by delivering tailored expertise. The company believes in a responsible approach and a strong governance framework.

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Frequently Asked Questions

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Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns