Investment Objective and Approach

HSBC Large & Mid Cap Fund aims to seek long-term capital growth through investments in both large cap and mid cap stocks. The fund employs a top-down and bottom-up approach to invest in equity and equity related instruments while staying true to its objective of creating inflation-adjusted returns to cater to long-term goals.

The fund follows a disciplined investment approach with several key principles:

- Fundamental research forms the foundation of investment decision-making process

- Focus on companies with attractive combination of profitability and valuation

- Investment in scalable businesses with strong execution capability, proven management track record and strong financials

The investment process comprises three distinct stages:

- Stock Selection: Uses combination of quantitative and qualitative filters to arrive at investable universe of stocks

- Stock Analysis: Evaluates stock ideas based on three key parameters - Quality of Business, ESG and Valuation

- Portfolio Construction: Portfolio construction is outcome of the investment process and tracked against predefined risk matrix

The scheme maintains minimum investment of 35% in equity & equity related instruments of large cap companies and 35% in mid cap stocks of total assets.

Fund Managers

The fund is currently managed by Cheenu Gupta and Sonal Gupta, with Abhishek Gupta also joining the management team. Cheenu Gupta has been managing the fund since December 31, 2023. Cheenu Gupta brings approximately 17 years of experience managing mutual funds at HSBC and currently manages 8 funds under HSBC AMC.

About the Fund House (AMC)

HSBC Mutual Fund was established in 2002 to provide investors with the best investment ideas and expertise that lead to wealth creation and protection of assets. Since its inception, the fund house has grown to become one of the leading AMCs in India.

HSBC Mutual Fund operates with a 21-year history in India, offering diverse investment options spanning equity, debt and hybrid categories. It operates under HSBC Asset Management, a global asset manager overseeing $641 billion in assets across 23 countries as of March 2023. The fund house is sponsored by HSBC Securities and Capital Markets (India) Private Limited (HSCI) and leverages its international presence to deliver sustainable investment solutions.

Key Fund Statistics (as of December 2024):

- NAV: ₹31.5605 (as of December 19, 2024)

- AUM: ₹3,978.89 crores

- Minimum SIP amount: ₹500

- Minimum lump sum investment: ₹5,000

- Exit load: 1% if redeemed within 0-1 years

Should I Invest in HSBC Large & Mid Cap Fund?

This fund may be suitable for investors who:

Seek Growth Potential: The fund targets both large and mid-cap segments, offering exposure to established companies and emerging growth stories. The fund has generated returns of 8.37% in 1 year, 24.86% in 3 years, and 26.44% in 5 years.

Have Long-term Investment Horizon: The fund is designed to create inflation-adjusted returns for long-term goals. The investment approach focuses on fundamental research and quality businesses, making it suitable for investors with patience for long-term wealth creation.

Accept Moderate Risk: As a large & mid-cap fund, it carries moderate risk compared to pure mid-cap or small-cap funds while offering better growth potential than large-cap only funds.

Performance Considerations: The fund has consistently outperformed its benchmark (NIFTY 500) over the last 1Y, 3Y, and 5Y periods. However, it is ranked 18 out of 21 mutual funds in the large & mid-cap category as per INDmoney rankings.

Investment suitability depends on individual financial goals, risk tolerance, and investment timeline. Consider consulting with a financial advisor before making investment decisions.

FAQs

What is today's NAV of HSBC Large & Midcap Fund?

The current NAV varies daily based on market conditions. Check the latest NAV on Allvest or the AMC website for real-time updates.

What is the AUM of HSBC Large & Midcap Fund?

As of the latest available data, the fund has an AUM of ₹3,978.89 crores.

What is the expense ratio of HSBC Large & Midcap Fund?

The expense ratio details are updated monthly by the AMC. Check the scheme documents or Allvest platform for current expense ratio information.

What are the returns of HSBC Large & Midcap Fund since inception?

The fund has delivered returns of 8.37% over 1 year, 24.86% over 3 years, and 26.44% over 5 years. Past performance doesn't guarantee future results.

What is the minimum SIP amount to invest in HSBC Large & Midcap Fund?

You can start a SIP with a minimum amount of ₹500 per month.

How do I invest in HSBC Large & Midcap Fund?

You can invest through Allvest by completing your KYC, selecting the fund, choosing SIP or lump sum option, and setting up payment instructions.

How to start a SIP in HSBC Large & Midcap Fund?

Login to Allvest, search for HSBC Large & Midcap Fund, select SIP option, enter investment amount and frequency, then complete the bank mandate setup.

How do I automate an SIP in HSBC Large & Midcap Fund?

Set up auto-debit through bank mandate or UPI autopay on Allvest platform to ensure seamless monthly investments without manual intervention.

How can I withdraw/redeem my investment in HSBC Large & Midcap Fund?

Access your portfolio on Allvest, select the fund, choose partial or full redemption, and submit the request. Note that 1% exit load applies if redeemed within one year.