Large Cap Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
2%
Asset Size
1570.37 Cr.
(As of 30 Nov, 2022)
Benchmark
IISL Nifty 100 TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
To generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly large cap companies.However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund manager
Neelotpal Sahai
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹1000
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
HDFC Bank Ltd
9.73%
ICICI Bank Ltd
8.74%
Reliance Industries Ltd
7.46%
Infosys Ltd
7.11%
FundsLarge Cap Mutual Funds invest in companies with large market capitalization, and who ae well-established players with good track record. Large cap funds are one of the less riskiest investment avenues and pose an attractive option for investors with lower risk appetite or who are relatively risk-averse. After SEBI’s re-categorization the large-cap companies are those thatfall within the top 100 ranks of the give benchmark. Large cap funds require patience from investors and ask for longer time periods for staying invested, usually for 5 – 7 years.
This fund is rated 2 stars by Morning Star Ratings.
HSBC Mutual Fund’s mission is to work with clients to meet their investment objectives, by delivering investment expertise in a tailored way. To provide our clients with our best ideas and investment expertise as we collaborate with them to help them grow and protect their assets.
We, at HSBC Mutual Fund, deliver on our fiduciary responsibilities by managing risk as much as performance. We demonstrate our global investment expertise combined with strong governance as we collaborate with our clients, aiming to help them grow and protect their assets.
Doing the right thing for our clients is our most important responsibility. Global discipline, structure and focus help us use our resources optimally to ensure that all our clients benefit from our investment insights, and are given fair treatment. Client relationships are our greatest asset. We bring a global network of people, capital and ideas to help our clients tailor an investment strategy to meet their objectives.
HSBC Mutual Fund strives to anticipate and evaluate global market trends that may impact client objectives. Our investment framework is rigorous and repeatable, entailing: