Comprehensive analysis of HSBC Large & Mid Cap Fund - Direct (IDCW) (39954) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HSBC Asset Management (India) Pvt. Ltd
To seek long term capital growth through investments in both large cap and mid cap stocks. However, there is no assurance that the investment objective of the Scheme will be achieved.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Seasoned Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Market exposure level
Historical performance consistency
Fund manager experience
Recent performance momentum
Fund management costs
Assets under management
Risk-adjusted returns
This fund has outperformed its benchmark by 3.33% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Eternal Ltd | E-Commerce/App based Aggregator | 6.10% |
| HDFC Bank Ltd | Banks | 5.99% |
| GE Vernova T&D India Ltd | Capital Goods - Electrical Equipment | 3.75% |
| Max Healthcare Institute Ltd | Healthcare | 3.56% |
| ICICI Bank Ltd | Banks | 3.28% |
| Dixon Technologies (India) Ltd | Consumer Durables | 3.26% |
| Nippon Life India Asset Management Ltd | Finance | 3.12% |
| Bajaj Finance Ltd | Finance | 2.89% |
| Transformers & Rectifiers India Ltd | Capital Goods - Electrical Equipment | 2.62% |
| Bharti Airtel Ltd | Telecomm-Service | 2.60% |
Compare against Large & Mid Cap Fund category average
This comparison shows how the fund performs relative to the Large & Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large & Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Dir (G) | ₹1569.51 | 16.72% | 0.82% | 20.98% |
| Nippon India Vision Large & Mid Cap Fund - (G) | ₹1458.74 | 16.37% | 0.25% | 20.35% |
| ICICI Pru Large & Mid Cap Fund - Direct (G) | ₹1116.27 | 15.33% | 1.24% | 22.12% |
| ICICI Pru Large & Mid Cap Fund - (G) | ₹998.01 | 14.82% | 0.36% | 21.05% |
| Aditya Birla SL Large & Mid Cap Fund - Dir (G) | ₹994.35 | 17.65% | -3.72% | 14.37% |
| Aditya Birla SL Large & Mid Cap Fund (G) | ₹893.12 | 17.18% | -4.48% | 13.45% |
| DSP Large & Mid Cap Fund - Direct (G) | ₹675.68 | 13.77% | -4.00% | 20.49% |
| SBI Large & Midcap Fund - Direct (G) | ₹673.64 | 15.58% | 2.17% | 18.27% |
| SBI Large & Midcap Fund (G) | ₹620.27 | 15.09% | 1.29% | 17.24% |
| DSP Large & Mid Cap Fund - Regular (G) | ₹604.04 | 13.18% | -4.98% | 19.31% |
A seasoned investment professional with over 7 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.