HSBC Large Cap Fund - Regular Growth

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Category: Equity: Large Cap
Launch Date: 10-12-2002
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.16% As on (30-03-2026)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 166.68 Cr As on (31-03-2026)
Turn over: 0.39

NAV as on 08-05-2026

466.9383

-3.28 (-0.7021%)

CAGR Since Inception

17.83%

NIFTY 100 TRI 16.42%

PERFORMANCE of HSBC Large Cap Fund - Regular Growth

Scheme Performance (%) Data as on - 08-05-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HSBC Large Cap Fund - Regular Growth	3.39	12.92	11.6	12.58	17.83
NIFTY 100 TRI	2.86	13.36	12.24	13.75	16.42
Equity: Large Cap	2.55	12.85	11.73	12.54	11.84

Yearly Performance (%)

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Fund Managers

Neelotpal Sahai, Mayank Chaturvedi

Investment Objective

To generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly large cap companies.However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

RETURNS CALCULATOR for HSBC Large Cap Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

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Riskometer

Key Performance and Risk Statistics of HSBC Large Cap Fund - Regular Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
HSBC Large Cap Fund - Regular Growth	12.72	0.55	0.06	0.93	-	-
Equity: Large Cap	-	-	-	-	-	-

PEER COMPARISION of HSBC Large Cap Fund - Regular Growth

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Period

Data as on - 08-05-2026

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
HSBC Large Cap Fund - Regular Growth	10-12-2002	3.39	4.55	12.92	11.6	12.58
BANK OF INDIA Large Cap Fund Regular Plan Growth	24-06-2021	12.02	4.68	15.8	0.0	0.0
Quant Large Cap Fund - Growth Option - Regular Plan	08-08-2022	9.43	1.54	15.61	0.0	0.0
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option	10-02-2012	5.58	4.07	12.26	11.16	11.43
BANDHAN Large Cap Fund - Regular Plan - Growth	09-06-2006	5.56	7.33	14.91	13.0	13.17
Taurus Large Cap Fund - Regular Plan - Growth	28-02-1995	4.99	4.68	14.36	11.88	10.8
Invesco India Largecap Fund - Growth	21-08-2009	4.98	6.57	15.93	13.87	13.13
JM Large Cap Fund (Regular) - Growth Option	01-04-1995	4.89	1.26	13.56	12.54	11.45
Nippon India Large Cap Fund- Growth Plan -Growth Option	08-08-2007	4.76	6.02	15.82	16.84	15.13
SBI Large Cap FUND-REGULAR PLAN GROWTH	01-02-2006	4.75	7.06	12.12	12.35	12.51

PORTFOLIO ANALYSIS of HSBC Large Cap Fund - Regular Growth

Asset Allocation (%)