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HSBC Large Cap Fund - Direct Plan

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.

Suitability

To create wealth over long term.

• Investment in equity and equity related securities

Fund Info

Scheme Class	Equity
Scheme Category	Large-Cap
Expense Ratio	1.19%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,759
AMC AUM (in Crs.)	₹ 11,054
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 100 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
SBI Bluechip Fund - Direct Plan	1000	1000	12.11%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan	1000	1000	12.58%
Nippon India Large Cap Fund - Direct Plan	1000	1000	18.87%
SBI Bluechip Fund - Direct Plan	1000	1000	12.11%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan	1000	1000	12.58%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	9.97%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	9.97%
ICICI Prudential Bluechip Fund - Direct Plan	100	100	15.35%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	9.97%
Axis Bluechip Fund - Direct Plan	100	100	7.1%
ICICI Prudential Bluechip Fund - Direct Plan	100	100	15.35%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	7
HDFC Bank Ltd	Equity	7
Larsen & Toubro Ltd	Equity	6
Reliance Industries Ltd	Equity	5
Infosys Ltd	Equity	5
DLF Ltd	Equity	4
UltraTech Cement Ltd	Equity	3
NTPC Ltd	Equity	3
Bharti Airtel Ltd	Equity	3
Hindustan Unilever Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	97
Cash	2
Cash - Repurchase Agreement	1

Sector Allocation(%)

Sector	Percent
Financial Services	28
Industrials	12
Consumer Cyclical	10
Energy	8
Basic Materials	7

Fund Manager

Neelotpal Sahai

11+ years of experience

Gautam Bhupal

1+ years of experience

HSBC Mutual Fund

AUM₹11,054 Cr

About

HSBC Mutual Fund, established in May 2002, has an asset under management of Rs. 10621.84 crore as of June 2018.##The asset management company believes in providing well-engineered products to its customers and they also target on developing an adequate solution base for their client.##The motto of the company is to connect customers to companies, so that their investor community may prosper. HSBC claims to work in a goal oriented format to bring about the best possible financial services to its investors. In this regard, HSBC offers a wide array of mutual funds across various categories so that may appeal to investors irrespective of their risk appetite, investment duration and even salary.##With a global presence in 26 locations, HSBC aims to bring about the best possible investment service to retail investors.

Phone

1800 200 2434

Address

Standard Chartered Bank - India, Mumbai -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m