
HSBC Large Cap Fund(G)-Direct Plan
+9.37%
5Y annualised
+9.37%
5Y annualised
+0.05% 1D
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Buy, Hold or Sell?
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NAV : 04 Sep 2026
₹533.57
Min. SIP amount
₹500
Fund size (AUM)
1839 Cr
Expense ratio
1.25%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 04 Sep 2026
₹533.57
Min. SIP amount
₹500
Fund size (AUM)
1839 Cr
Expense ratio
1.25%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
84.49%
Mid Cap
7.29%
Small Cap
4.99%
Others
3.23%
Sector Allocation
Bank
24.66%
Retailing
9.40%
Finance
8.48%
Crude Oil
7.11%
Electricals
6.16%
Automobile & Ancillaries
5.58%
Infrastructure
5.35%
It
5.29%
Others
27.96%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Neelotpal Sahai
Present
Similar/Peer Fund Comparison
Taurus Large Cap Fund(G)-Direct Plan
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Bajaj Finserv Large Cap Fund(G)-Direct Plan
Bandhan Large Cap Fund(G)-Direct Plan
Baroda BNP Paribas Large Cap Fund(G)-Direct Plan
Tata Large Cap Fund(G)-Direct Plan
FAQs
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