Comprehensive analysis of HSBC Large Cap Fund - Direct (IDCW) (17428) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HSBC Asset Management (India) Pvt. Ltd
To generate long term capital growth from an actively managed portfolio of equity and equity related securities of Predominantly large cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would 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
Moderate Expenses
Equity Focused
Experienced 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.
Fund manager experience
Outperformance vs benchmark
Market exposure level
Historical performance consistency
Recent performance momentum
Fund management costs
Assets under management
Risk-adjusted returns
This fund has outperformed its benchmark by 1.82% over the 3Y period.
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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 |
|---|---|---|
| ICICI Bank Ltd | Banks | 9.82% |
| HDFC Bank Ltd | Banks | 9.82% |
| TREPS | Debt Others | 5.99% |
| Infosys Ltd | IT - Software | 5.10% |
| Reliance Industries Ltd | Refineries | 4.89% |
| State Bank of India | Banks | 4.31% |
| Eternal Ltd | E-Commerce/App based Aggregator | 4.16% |
| Polycab India Ltd | Cables | 3.69% |
| Bharti Airtel Ltd | Telecomm-Service | 3.62% |
| Shriram Finance Ltd | Finance | 3.41% |
Compare against Large Cap Fund category average
This comparison shows how the fund performs relative to the Large Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Large Cap Fund - Direct (G) | ₹1220.37 | 11.32% | -3.34% | 16.69% |
| Franklin India Large Cap Fund - Direct (G) | ₹1132.59 | 14.59% | 0.36% | 14.81% |
| HDFC Large Cap Fund - Regular (G) | ₹1127.51 | 10.98% | -3.93% | 16.00% |
| Franklin India Large Cap Fund (G) | ₹1022.08 | 14.17% | -0.38% | 13.87% |
| Kotak Large Cap Fund - Direct (G) | ₹652.60 | 14.75% | -0.46% | 15.96% |
| Aditya Birla SL Large Cap Fund - Direct (G) | ₹577.70 | 14.33% | -1.14% | 15.73% |
| Tata Large Cap Fund - Direct (G) | ₹568.01 | 12.39% | -3.09% | 15.41% |
| Kotak Large Cap Fund (G) | ₹566.52 | 14.10% | -1.58% | 14.59% |
| HSBC Large Cap Fund - Direct (G) | ₹522.45 | 13.32% | -3.24% | 15.08% |
| Aditya Birla SL Large Cap Fund (G) | ₹522.32 | 13.95% | -1.79% | 14.96% |
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