HSBC Mutual Fund · Equity · Large Cap · Direct plan
HSBC Large Cap Fund - Direct Plan - Growth
₹513.7904NAV on 30 Oct 2026Expense ratio 1.43%
29 Oct 2025NAV low 482.47 · high 559.64-5.9%
In plain words
Over 3 years it returned +10.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -17.7%.
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 | 0.0% | +1.9% |
| 3 months | -4.0% | -5.1% |
| 6 months | -0.3% | -3.2% |
| 1 year | -5.3% | -10.2% |
| 3 years (yearly) | +10.3% | +7.4% |
| 5 years (yearly) | +8.2% | +6.5% |
| 10 years (yearly) | +11.6% | +11.3% |
| Since start (yearly) | +11.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,953 | -5.5% |
| 3 years | ₹3,60,000 | ₹3,72,197 | +2.1% |
| 5 years | ₹5,90,000 | ₹7,15,040 | +7.5% |
| 10 years | ₹11,90,000 | ₹21,35,302 | +11.2% |
Other plan of this fund: HSBC Large Cap Fund - Regular Plan - Growth