
HSBC Large Cap Fund(G)-Direct Plan
+7.86%
5Y annualised
+7.86%
5Y annualised
+0.51% 1D
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Buy, Hold or Sell?
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NAV : 16 Oct 2026
₹520.80
Min. SIP amount
₹500
Fund size (AUM)
1754 Cr
Expense ratio
1.25%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 16 Oct 2026
₹520.80
Min. SIP amount
₹500
Fund size (AUM)
1754 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
80.64%
Mid Cap
7.86%
Small Cap
6.75%
Others
4.75%
Sector Allocation
Bank
23.77%
Retailing
9.76%
Electricals
7.53%
Finance
6.67%
Crude Oil
6.26%
Infrastructure
5.36%
Automobile & Ancillaries
5.28%
Healthcare
5.01%
Others
30.36%
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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FAQs
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