HSBC Mutual Fund · Equity · Large Cap · Regular plan
HSBC Large Cap Fund - Regular Plan - Growth
₹457.4951NAV on 30 Oct 2026Expense ratio 2.33%
29 Oct 2025NAV low 431.86 · high 501.51-6.7%
In plain words
Over 3 years it returned +9.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.0%.
On 3-year return it ranks 16 of 30 funds in Large Cap.
A monthly SIP over 10 years ended ₹1,14,084 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.1% | +1.9% |
| 3 months | -4.2% | -5.1% |
| 6 months | -0.7% | -3.2% |
| 1 year | -6.2% | -10.2% |
| 3 years (yearly) | +9.3% | +7.4% |
| 5 years (yearly) | +7.3% | +6.5% |
| 10 years (yearly) | +10.7% | +11.3% |
| Since start (yearly) | +10.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,325 | -6.3% |
| 3 years | ₹3,60,000 | ₹3,66,687 | +1.1% |
| 5 years | ₹5,90,000 | ₹6,96,949 | +6.5% |
| 10 years | ₹11,90,000 | ₹20,21,218 | +10.2% |
Other plan of this fund: HSBC Large Cap Fund - Direct Plan - Growth