Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
HSBC Large Cap Fund - Regular Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 61/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)11.23%
- Expense ratio (20%)1.46%
- AUM (15%)₹1,839 Cr
Not investment advice — an analytical read of public fund data. Methodology →
HSBC Mutual Fund · Equity · Large Cap
₹536.76
AUM: ₹1,839 Cr
NAV updated 26 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
1.46%
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Fund Manager
Neelotpal Sahai
Inception
Jan 2013
Benchmark
NIFTY 100 Total Return Index
Sharpe Ratio
-0.24
Std Dev (1Y)
14.46%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.14%
3m
+6.48%
6m
-1.94%
1y
+2.95%
3y
+11.23%
5y
+9.8%
10y
+12.18%
since inception
+10.5%
TopFund's Take on HSBC Large Cap Fund - Regular Growth
HSBC Large Cap Fund - Regular Growth sits in the middle of the pack for Large Cap funds, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 61/100.
Cost: At 1.46%, the expense ratio runs 143% above the Large Cap category average of 0.6%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.24 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.46% is fairly typical for Large Cap funds.
Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about HSBC Large Cap Fund - Regular Growth
The current NAV (Net Asset Value) of HSBC Large Cap Fund - Regular Growth is ₹536.76. NAV is updated every business day after market close by AMFI.
1Y: 2.95% · 3Y CAGR: 11.23% · 5Y CAGR: 9.8%
The expense ratio of HSBC Large Cap Fund - Regular Growth is 1.46% per annum. This is the annual fee charged by the fund to manage your investment.
HSBC Large Cap Fund - Regular Growth is managed by Neelotpal Sahai at HSBC Mutual Fund.
HSBC Large Cap Fund - Regular Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, HSBC Large Cap Fund - Regular Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in HSBC Large Cap Fund - Regular Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of HSBC Large Cap Fund - Regular Growth is ₹1,839 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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