HSBC Large Cap Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Large Cap
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 686.19
Expense Ratio
1.51%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 11928
Min Subscription
₹ 10000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
203.7263
(0.38 %)
NAV as on 2018-11-16
Returns
Fund
HSBC Large Cap Equity Fund - Direct Plan
1 Year
-0.4%
3 Year
12.12%
5 Year
13.6%
AMC Details
amc launch date
Launch Date
27 May 2002
amc sponsor
Sponsor
NA
amc email
Email
hsbcmf@hsbc.co.in
amc phone
Phone
022 - 66145000
amc address
Address
16, V N Road, Fort, Mumbai 400001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to generate long-term capital growth from a diversified portfolio of equity and equity related securities of companies across a range of market capitalisations, with a preference for medium and large companies.
Suitability
To create wealth over long term.
• Investment in equity and equity related securities
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,993
Portfolio Value
-7
Total Returns