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HSBC Mutual FundLarge CapVery High Risk
HSBC Mutual Fund Large Cap Fund - Direct Plan - Growth
Current NAV₹497.22as of 30/5/2026
AUM1.97 Lac Cr
AUM
1.97 Lac Cr
Expense Ratio
0.52%
Min SIP
₹500
Min Lumpsum
₹1000
Launch Date
2 January 2013
Exit Load
Nil
Riskometer
LowModerateHighVery High
Risk Level: Very High
Volatility: 11.46 | Sharpe Ratio: 0.72
Fund Manager & Key Metrics
Fund ManagerCheenu Gupta(3.5 years yrs)
Volatility11.46
Sharpe Ratio0.72
Portfolio Turnover18%
BenchmarkNifty 50
Holdings Date25/5/2026
Asset Allocation
Equity: 96.00% | T-Bills: 4.00%
Investment Objective
Aims to provide capital appreciation by investing in Large Cap securities
Top Holdings
As of 25-May-2026
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%
6. Axis Bank Ltd.3.9%
7. Tata Consultancy Services Ltd.3.7%
8. Bharti Airtel Ltd.3.4%
9. State Bank of India3.1%
10. ITC Ltd.2.8%
Overview
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.Performance & Analysis
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.Who Should Invest?
HSBC Mutual Fund Large Cap Fund - Direct Plan - Growth – aage kya? (long term outlook)
Updated in May 2026, HSBC Mutual Fund Large Cap Fund - Direct Plan - Growth ka long-term outlook kaafi promising lagta hai. Market trends aur economic indicators se ye pata chalta hai ki large-cap companies growth aur stability ki taraf badi rahein gi. Historically, large-cap funds ne economic recovery ke dauran achhi performance dikhayi hai, jo ki is fund ki investment strategy se align karti hai. Fund ki top holdings jahan financial aur technology sectors ko represent kar rahi hain, wahan investors ko growth potential milta hai jo ki long-term mein achha ho sakta hai. Sector exposure se ye fund changing market dynamics ka faida utha sakta hai aur investors ko wealth creation mein madad kar sakta hai. Toh humein ye sochna chahiye ki kya aap is fund ko apne portfolio mein shamil karna chahte hain ya nahi. Ab chaliye kuch common questions ko samajhte hain.Pros & Cons
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
Frequently Asked Questions
Returns
Returns
| Period | Fund Return (%) | Benchmark (Nifty 50) (%) |
|---|---|---|
| 1 Year | -4.02% | — |
| 3 Years | 14.7% | — |
| 5 Years | 12.03% | — |
| Since Launch | 11.65% | — |
SIP Calculator
SIP / Lumpsum Calculator
Based on fund's 3Y return of 14.7%
Invested: ₹956k
Gains: ₹29693k
Total Invested
₹956245.48
Total Returns
+ ₹29692799.28
Maturity Value
₹30649044.76
SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 14.7% p.a.
*Projected returns are for illustration only. Past performance does not guarantee future returns.
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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.