HSBC Large Cap Fund-Growth
Equity
Large Cap
₹-0.53% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
3 - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1840 Cr
- Created on2 Dec 2002
Fund Ranking
#50
/ 123 in Large Cap
Risk Level
Very High
Very High
Loading...
Returns
Trailing Return
Rolling Return
- 6 Month-1.6%
- 1 Year1.6%
- 3 Year (CAGR)10.0%
- All Time (CAGR)17.9%
Category Return
- 6 Month-0.3%
- 1 Year1.8%
- 3 Year (CAGR)11.2%
- All Time (CAGR)15.5%
Asset Allocation
- Equity97.1%
- Other2.9%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise2.43%
- Bajaj Finance1.86%
- HDFC Bank8.54%
- ICICI Bank8.97%
- ITC0.76%
Fund Information
- Expense Ratio2.33%
- Exit LoadExit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
- Lock-In PeriodNo Lock-In
Managed By
Neelotpal Sahai
May 2013 - Present
Gautam Bhupal
June 2023 - Present
Sonal Gupta
Dec 2023 - Present
Mayank Chaturvedi
Oct 2025 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.41 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 14.06 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.59 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.95