
HSBC Large Cap Fund(G)-Direct Plan
+8.45%
5Y annualised
+8.45%
5Y annualised
-1.63% 1D
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NAV : 28 Sep 2026
₹514.95
Min. SIP amount
₹500
Fund size (AUM)
1855 Cr
Expense ratio
1.25%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 28 Sep 2026
₹514.95
Min. SIP amount
₹500
Fund size (AUM)
1855 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
83.52%
Mid Cap
7.54%
Small Cap
5.55%
Others
3.39%
Sector Allocation
Bank
23.84%
Retailing
9.73%
Finance
8.26%
Electricals
6.87%
Crude Oil
6.37%
Infrastructure
5.45%
Automobile & Ancillaries
5.44%
It
5.21%
Others
28.83%
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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ITI Large Cap Fund(G)-Direct Plan
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FAQs
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