HSBC Large and Mid Cap Reg-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

2 Morning Star

4 Value Research

NAV( 31 Aug 2026)

₹ 30.72

4.63%

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HSBC Large and Mid Cap Reg-G

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Performance

18.47%3y Returns

1.13% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

2.53%
Exit load

1% Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 5,479 Cr
Plan

REGULAR
Launch date

11 Mar 2019
Fund type

OPEN
Fund benchmark

NIFTY Large Midcap 250 Total Return Index
ISIN

INF336L01NY9

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Prestige Estates Projects Ltd	0.63%
Kirloskar Oil Engines Ltd	0.01%
Triveni Turbine Ltd	1.21%
TD Power Systems Ltd	1.0%
Multi Commodity Exchange Of India Ltd	0.41%
CG Power & Industrial Solutions Ltd	2.46%
Cummins India Ltd	0.1%
Aditya Infotech Ltd	2.27%
Sun Pharmaceutical Industries Ltd	1.84%
TVS Motor Company Ltd	3.02%
Adani Energy Solutions Ltd	1.3%
Syngene International Ltd	0.7%
Interglobe Aviation Ltd	2.74%
Eternal Ltd	0.01%
Bharat Electronics Ltd	0.04%
Bharat Heavy Electricals Ltd	0.01%
Bharti Airtel Ltd	0.01%
Godfrey Phillips India Ltd	0.89%
ICICI Bank Ltd	7.48%
FSN E-Commerce Ventures Ltd	2.93%
Sai Life Sciences Ltd	0.04%
Indian Bank	0.11%
Polycab India Ltd	1.8%
Thyrocare Technologies Ltd	1.84%
BSE Ltd	0.44%
Reliance Industries Ltd	0.01%
Safari Industries (India) Ltd	0.05%
Shriram Finance Ltd	0.01%
Siemens Ltd	0.01%
Repo	0.94%
Avalon Technologies Ltd	0.76%
Mankind Pharma Ltd	1.1%
Cholamandalam Investment & Finance Company Ltd	1.71%
City Union Bank Ltd	1.67%
HDFC Asset Management Company Ltd	0.68%
Tata Power Company Ltd	0.02%
Tata Consumer Products Ltd	0.91%
Tech Mahindra Ltd	0.75%
Thermax Ltd	0.97%
Hindalco Industries Ltd	0.93%
NTPC Ltd	0.02%
Net Payables	-0.14%
Aditya Birla Capital Ltd	1.5%
Nippon Life India Asset Management Ltd	1.78%
Larsen & Toubro Ltd	0.18%
Lupin Ltd	1.61%
Mahindra & Mahindra Financial Services Ltd	1.95%
Mahindra & Mahindra Ltd	1.23%
Titagarh Rail Systems Ltd	0.9%
Titan Company Ltd	0.01%
Axis Bank Ltd	1.87%
Bajaj Finance Ltd	0.52%
ABB India Ltd	0.48%
PB Fintech Ltd	2.74%
Infosys Ltd	0.02%
Ultratech Cement Ltd	0.05%
VIP Industries Ltd	0.95%
Cochin Shipyard Ltd	0.96%
Siemens Energy India Ltd	0.01%
Ather Energy Ltd	2.54%
AIA Engineering Ltd	1.06%
Apar Industries Ltd	0.73%
GE Vernova T&D India Ltd	2.5%
Coforge Ltd	0.47%
Piramal Finance Ltd	2.29%
DLF Ltd	0.93%
JSW Energy Ltd	1.5%
Persistent Systems Ltd	0.0%
Hitachi Energy India Ltd	2.09%
JSW Steel Ltd	2.35%
Radico Khaitan Ltd	2.01%
State Bank of India	0.3%
Prudent Corporate Advisory Services Ltd	0.18%
Atlanta Electricals Ltd	0.46%
Tata Motors Ltd	1.02%
Lenskart Solutions Ltd	3.55%
Gland Pharma Ltd	1.01%
Meesho Ltd	2.29%
ICICI Prudential Asset Management Company Ltd	2.37%
Eicher Motors Ltd	0.01%
The Federal Bank Ltd	3.43%
Billionbrains Garage Ventures Ltd	1.12%
HDFC Bank Ltd	5.34%

Sectors

Company	Allocation %
Others	0.80%
Construction	2.95%
Automobile	8.72%
Consumer Staples	4.54%
Materials	0.05%
Financial	31.94%
Capital Goods	15.15%
Consumer Discretionary	4.56%
Services	11.56%
Energy	1.36%
Technology	1.24%
Unclassified	2.37%
Metals & Mining	4.34%
Healthcare	8.14%
Communication	2.28%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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HSBC Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.assetmanagement.hsbc.co.in
Phone:

Funds Offered

46
AUM

₹ 1,52,277 Cr
Website

http://www.assetmanagement.hsbc.co.in

About

HSBC Mutual fund is part of HSBC global asset manager which has a strong heritage of successfully connecting clients to global investment opportunities. HSBC has presence in 26 countries with USD 500 billion under management. Their proven expertise in connecting the developed and developing world allows to unlock sustainable investment opportunities for investors in all regions. Through a long-term commitment to clients and a structured and disciplined investment approach, they deliver solutions to support their financial ambitions.

Fund Manager

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Neelotpal Sahai

Funds Offered

9
AUM

₹ 22,894 Cr
Highest Return

18.53%

About

Neelotpal Sahai Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of HSBC Large and Mid Cap Reg-G?

The current NAV of HSBC Large and Mid Cap Reg-G is ₹ 30.716

How much does HSBC Large and Mid Cap Reg-G charge as expense ratio?

The expense ratio of HSBC Large and Mid Cap Reg-G is 2.53%

How to Redeem HSBC Large and Mid Cap Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in HSBC Large and Mid Cap Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in HSBC Large and Mid Cap Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in HSBC Large and Mid Cap Reg-G based on your investment objective and risk profile.

What is the return of HSBC Large and Mid Cap Reg-G?

For HSBC Large and Mid Cap Reg-G, 3-year return is 18.47% per annum and 5-year return is 15.22% per annum. Check the return performance in detail on the page.

What is the lock-in period in HSBC Large and Mid Cap Reg-G?

The lock-in-period of HSBC Large and Mid Cap Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

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HSBC Large and Mid Cap Reg-G

₹ 30.72

4.63%

HSBC Large and Mid Cap Reg-G

Performance

18.47%3y Returns

Investment details

₹ 500

₹ 5000

0

2.53%

1% Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

L After 365 days

Fund details

₹ 5,479 Cr

REGULAR

11 Mar 2019

OPEN

NIFTY Large Midcap 250 Total Return Index

INF336L01NY9

Fund allocation

Risk Associated

Very High

About AMC

HSBC Mutual Fund >

Contact Information

Address:

46

₹ 1,52,277 Cr

About

Fund Manager

Neelotpal Sahai

9

₹ 22,894 Cr

18.53%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of HSBC Large and Mid Cap Reg-G?

How much does HSBC Large and Mid Cap Reg-G charge as expense ratio?

How to Redeem HSBC Large and Mid Cap Reg-G Regular Growth?

What are the steps to invest in HSBC Large and Mid Cap Reg-G?

Can I invest in HSBC Large and Mid Cap Reg-G through both SIP and lump sum?

What is the return of HSBC Large and Mid Cap Reg-G?

What is the lock-in period in HSBC Large and Mid Cap Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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