HSBC

HSBC Large & Mid Cap Fund Direct Growth

Direct Plan · GrowthLarge & Mid CapHSBC Mutual Fund

₹31.9928

+0.95% 1D · NAV as of 5 Oct 2026

Fund size: ₹4,958 Cr
Launched: 4 Apr 2019
Volatility (3Y): 17.7%
Worst fall (5Y): -25.1%

Featured in: Consistent Performers · Top Large & Mid Cap Funds

NAV history

+90.54% over 5Y

Oct 2021Low ₹14.6589 · High ₹33.9775Oct 2026

Returns

Period	Return	Type
1 month	-4.10%	Absolute
6 months	+16.26%	Absolute
1 year	+7.65%	CAGR
3 years	+16.77%	CAGR
5 years	+13.52%	CAGR
10 years	—	Not enough history
Since launch	+16.78%	CAGR · from 4 Apr 2019

CAGR = annualised return. Periods under a year are absolute. Returns are NAV-based and before any exit load or tax.

If you had started a ₹10,000 SIP

3 years ago

Invested: ₹3,60,000
Value today: ₹4,16,663
XIRR: +10.21%

5 years ago

Invested: ₹6,00,000
Value today: ₹8,70,417
XIRR: +15.29%

Assumes ₹10,000 invested on the first NAV date of every month. Try your own numbers in the SIP calculator.

Top holdings

As of Aug 2026 · 80 holdings · top 10 = 37.0%

Company	Sector	Weight
ICICI Bank	Financial Services	6.99%
Lenskart Solutions	Consumer Discretionary	4.68%
HDFC Bank	Financial Services	4.68%
Meesho	Consumer Discretionary	3.33%
Ather Energy	Automobiles	3.19%
The Federal Bank	Financial Services	3.15%
PB Fintech	Financial Services	2.96%
TVS Motor Company	Automobiles	2.81%
GE Vernova T&D India	Industrials	2.62%
FSN E-Commerce Ventures	Consumer Discretionary	2.60%
Piramal Finance	Financial Services	2.59%
InterGlobe Aviation	Industrials	2.56%
CG Power and Industrial Solutions	Industrials	2.41%
Aditya Infotech	Industrials	2.39%
Radico Khaitan	Consumer Staples	2.30%

Sector mix

Financial Services35.5%

Industrials24.1%

Consumer Discretionary10.8%

Healthcare9.1%

Automobiles6.9%

Consumer Staples4.7%

Utilities2.4%

Materials2.3%

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About this fund

A large & mid cap fund holds at least 35% each in large cap and mid cap companies — blending stability with growth potential.

SEBI category: Equity Schemes - Large & Mid Cap Fund · ISIN INF336L01NV5

Other large & mid cap funds

SBI Large & Midcap Fund+11.73% 3Y

Kotak Large & Mid Cap Fund+12.19% 3Y

ICICI Prudential Large & Mid Cap Fund+13.88% 3Y

HDFC Large and Mid Cap Fund+11.60% 3Y

Motilal Oswal Large and Midcap Fund+21.20% 3Y BBandhan Large & Mid Cap Fund+16.67% 3Y IInvesco India Large & Mid Cap Fund+21.40% 3Y

UTI Large & Mid Cap Fund+13.68% 3Y

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Is this fund right for you?

Past returns are one input. Whether a fund fits depends on your goals, horizon, taxes and what you already hold. Sulekha Sen reviews that with you — fee-only.

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Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data: AMFI, via the open TigZig MF NAV API, as of 5 Oct 2026. Fund size: AMFI quarterly average AUM. Holdings: each AMC’s SEBI-mandated monthly portfolio disclosure. Shown for information only — not a recommendation to buy, sell or hold any scheme.