HSBC Large Cap Fund - Direct Growth
Expense Ratio: 1.25
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Direct
Benchmark: Nifty 100 TRI
Inception: 14-11-2002
Exit Load: Nil
Fund Size:₹1,930.73 Cr
Performance
1Y
Fund-3.10%
Cat. Avg.-4.85%
2Y
Fund-1.99%
Cat. Avg.-1.34%
3Y
Fund9.77%
Cat. Avg.9.56%
5Y
Fund7.87%
Cat. Avg.7.83%
10Y
Fund11.84%
Cat. Avg.12.01%
SI
Fund12.08%
Cat. Avg.10.59%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Limited | 144.49 | 8.22% |
| 2 | HDFC Bank Limited | 134.02 | 7.62% |
| 3 | Treps | 132.96 | 7.56% |
| 4 | Reliance Industries Limited | 99.09 | 5.64% |
| 5 | Larsen & Toubro Limited | 91.72 | 5.22% |
| 6 | Shriram Finance Limited | 80.51 | 4.58% |
| 7 | State Bank of India | 77.15 | 4.39% |
| 8 | Bharti Airtel Limited | 64.02 | 3.64% |
| 9 | Eternal Limited | 62.65 | 3.56% |
| 10 | Infosys Limited | 58.05 | 3.30% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58959 | -1.7% | -3.6% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.20 L. | +0.1% | +0.1% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.87 L. | +3.6% | +2.4% |
| 5Y | 08 Nov, 21 | 3 L. | 3.67 L. | +22.4% | +8.2% |
| 10Y | 07 Nov, 16 | 6 L. | 10.85 L. | +80.8% | +11.5% |
| SI | 07 Jan, 13 | 8.30 L. | 20.07 L. | +141.8% | +12.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 96904 | -3.1% | -3.1% |
| 2Y | 16 Oct, 24 | 1 L. | 96061 | -3.9% | -2.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.32 L. | +32.3% | +9.8% |
| 5Y | 18 Oct, 21 | 1 L. | 1.45 L. | +44.9% | +7.7% |
| 10Y | 17 Oct, 16 | 1 L. | 3.08 L. | +207.8% | +11.9% |
| SI | 02 Jan, 13 | 1 L. | 4.82 L. | +382.2% | +12.1% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.