HSBC Mutual Fund Large Cap Fund - Direct Plan - Growth

HSBC Mutual Fund Large Cap Fund - Direct Plan - Growth – Poora parichay aur strategy

HSBC Mutual Fund Large Cap Fund - Direct Plan - Growth ka objective hai long-term capital appreciation. Ye fund primarily large-cap companies mein invest karta hai, jahan growth potential achha hota hai. Aisa fund un investors ke liye sahi hai jo risk tolerance le sakte hain aur long-term wealth creation ki soch rakhte hain. Fund manager Cheenu Gupta ke under, is fund ki strategy equity allocation par focus karna hai, jo ki market ke downturns ke dauran bhi resilient rehne mein madad karta hai. Chaliye, ab is fund ki top holdings aur portfolio allocation ko samajhte hain.

HSBC Mutual Fund Large Cap Fund - Direct Plan - Growth returns analysis 2026

Agar hum HSBC Mutual Fund Large Cap Fund - Direct Plan - Growth ke returns ko dekhein, toh ye 1 saal mein -4.02% ka return de raha hai, jabki 3 saal mein isne 14.7% aur 5 saal mein 12.03% ki returns achieve ki hain. Ye performance na sirf fund ki consistency dikhata hai, balki benchmark Nifty 50 se comparison karne par bhi iska performance samajhna zaroori hai. Benchmark Nifty 50 ki performance ko dhyan mein rakhte hue, ye fund 3 saal ke duration mein achha perform kiya hai, jabki 1 saal ki returns negative rahi hain. Iska matlab ye nahi hai ki fund kharab hai, par market ki volatility is period mein kaafi zyada thi. Fund manager Cheenu Gupta ne apne 3.5 saal ke tenure mein fund ki positioning ko dhyan se manage kiya hai, jo ki investors ke liye ek positive indicator hai. Is fund mein investment karne wale investors ko long-term outlook par focus karna chahiye, kyunki historically, large-cap funds mein better performance dekha gaya hai. Ab chaliye, risk aur volatility ko samajhte hain.

HSBC Mutual Fund Large Cap Fund - Direct Plan - Growth top holdings and portfolio allocation

HSBC Mutual Fund Large Cap Fund - Direct Plan - Growth ki top 5 holdings hain: 1. HDFC Bank Ltd. (8.5%) 2. ICICI Bank Ltd. (7.8%) 3. Reliance Industries Ltd. (6.9%) 4. Infosys Ltd. (5.2%) 5. Larsen & Toubro Ltd. (4.8%) Ye holdings fund ki overall strategy ke saath achhi tarah align karti hain. Yeh companies financial sector aur technology ke leader hain, jo ki market growth ko drive karne mein madadgar hain. Fund ka sector allocation bhi diversified hai, jisse market volatility ke dauran kuch stability milti hai. Investors ko is fund ki equity-oriented approach se long-term growth potential milta hai, jo unke wealth creation goals ko achieve karne mein madad karta hai.

HSBC Mutual Fund Large Cap Fund - Direct Plan - Growth – risk level aur volatility

HSBC Mutual Fund Large Cap Fund - Direct Plan - Growth ka riskometer "Very High" hai. Iska matlab ye hai ki investors ko is fund mein invest karte waqt market fluctuations ka samna karna pad sakta hai. Volatility ke aspect mein, fund ko market ke downturns se impact ho sakta hai, par long-term mein yeh recovery potential bhi dikhata hai. Is fund ka Sharpe ratio data not available hai, par fir bhi, jo investors high risk tolerance rakhte hain, unke liye ye fund suitable hai. Agar aap short-term gains ki talash mein hain, toh shayad yeh fund aapke liye itna sahi nahi rahega. Par agar aap long-term wealth creation mein believe karte hain, toh yeh fund aapke portfolio ka ek accha hissa ban sakta hai. Ab aage badhte hain aur is fund ka future outlook dekhte hain.

HSBC Mutual Fund Large Cap Fund - Direct Plan - Growth advantages and disadvantages

• Pros:
  • Long-term growth potential
  • Low expense ratio (0.52%)
  • Strong fund manager experience
  • Diversified portfolio with top companies
• Cons:
  • High volatility and risk level
  • Negative returns over the last year
  • Not suitable for short-term investors