HSBC Large Cap Fund - Regular Growth
Beginner-friendly💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 96% of 3-year investment horizons.
- Over 24 years of operational history across different market cycles.
- Experienced a maximum drawdown of -55.2% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +8.31% | +10.11% | -1.80% |
| 3 Months | +2.37% | +2.34% | +0.03% |
| 6 Months | +8.27% | +7.43% | +0.84% |
| 1 Year | +2.73% | +1.45% | +1.28% |
| 3 Years CAGR | +11.28% | +11.11% | +0.17% |
| 5 Years CAGR | +8.73% | +8.67% | +0.06% |
| 7 Years CAGR | +12.19% | +12.38% | -0.19% |
| 10 Years CAGR | +12.03% | +12.11% | -0.08% |
| Since Inception | +10.60% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in HSBC Large Cap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +0.43% | +0.43% | 0.00% |
| 2025 | +4.85% | +7.29% | -2.44% |
| 2024 | +18.32% | +14.09% | +4.23% |
| 2023 | +23.51% | +23.37% | +0.14% |
| 2022 | +0.51% | +1.44% | -0.93% |
| 2021 | +22.70% | +25.31% | -2.61% |
| 2020 | +15.85% | +14.56% | +1.29% |
| 2019 | +15.11% | +12.01% | +3.10% |
| 2018 | -3.17% | -0.64% | -2.53% |
| 2017 | +30.53% | +30.38% | +0.15% |
| 2016 | +8.02% | +3.25% | +4.77% |
| 2015 | -2.99% | -0.48% | -2.51% |
| 2014 | +34.85% | +38.97% | -4.12% |
| 2013 | +3.19% | +6.63% | -3.44% |
| 2012 | +23.24% | +28.47% | -5.23% |
| 2011 | -22.68% | -22.55% | -0.13% |
| 2010 | +18.00% | +17.67% | +0.33% |
| 2009 | +58.55% | +77.18% | -18.63% |
| 2008 | -48.05% | -50.30% | +2.25% |
| 2007 | +59.53% | +60.42% | -0.89% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -50.94% | +12.85% | +9.73% | +86.10% | 76.1% | 51.2% |
| 3-Year Rolling | -5.62% | +11.10% | +11.97% | +27.67% | 95.6% | 46.4% |
| 5-Year Rolling | -1.69% | +10.83% | +11.19% | +24.38% | 98.5% | 34.4% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-07 | 2008-10-27 | -55.2% | 10 months | 65 months |
| 2020-01-17 | 2020-03-23 | -36.2% | 2 months | 8 months |
| 2006-05-10 | 2006-06-14 | -32.0% | 1 months | 5 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Under normal circumstances, it is anticipated that the asset allocation of the Scheme will be as follows: Equity & Equity related securities of large cap companies | 80%- 100%, Equity and Equity related securities of other than large cap companies- 0%- 20% , Money market instruments and other liquid instruments - 0%- 20%, Units issued by InvITs -0% -10%, Units of Gold and Silver ETFs - 0% - 20% |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,904 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Large Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Large Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Axis Large Cap Fund | 5.0 | +10.97% | 1.73% | 93.3% | Rs 32,181 cr | Compare → |
| SBI Large Cap FUND | 5.2 | +10.87% | 1.48% | 88.8% | Rs 56,762 cr | Compare → |
| Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund | 4.0 | +11.25% | - | 94.9% | Rs 150 cr | Compare → |
| Edelweiss Large Cap Fund | 4.5 | +10.72% | 2.36% | 95.1% | Rs 1,507 cr | Compare → |
| Tata Large Cap Fund | 4.5 | +11.69% | 2.19% | 97.1% | Rs 2,805 cr | Compare → |
Frequently Asked Questions about HSBC Large Cap Fund
What is the expense ratio of HSBC Large Cap Fund?
HSBC Large Cap Fund has a total expense ratio (TER) of 2.29% with a base expense ratio of 1.77%, compared to the Large Cap category median of 2.29%.
Who manages HSBC Large Cap Fund?
HSBC Large Cap Fund is managed by Neelotpal Sahai.
What are the historical returns of HSBC Large Cap Fund?
HSBC Large Cap Fund delivered a 3-year CAGR of 11.28% and a 5-year CAGR of 8.73%. Its 1-year return stands at +2.73%.
How large is HSBC Large Cap Fund?
HSBC Large Cap Fund manages assets of Rs 1,904 cr, placing it in the 'comfortable' size band relative to Large Cap peers.
How is HSBC Large Cap Fund scored on MFIQ?
HSBC Large Cap Fund holds an MFIQ Score of 4.5/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is HSBC Large Cap Fund?
HSBC Large Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 14.40% with a maximum historical drawdown of -55.17%.