TickerKhojHSBC Mutual Fund · Equity · Large & Mid Cap · Direct plan
HSBC Large & Mid Cap Fund - Direct Plan - Growth
₹31.7727NAV on 2 Nov 2026Expense ratio 1.33%
3 Nov 2025NAV low 26.96 · high 33.98+4.7%
In plain words
Over 3 years it returned +17.2% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -25.1%.
On 3-year return it ranks 3 of 26 funds in Large & Mid Cap.
A monthly SIP over 5 years ended ₹27,037 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 | +0.3% | +4.6% |
| 3 months | -2.1% | -3.8% |
| 6 months | +3.7% | -1.6% |
| 1 year | +5.3% | -8.1% |
| 3 years (yearly) | +17.2% | +8.0% |
| 5 years (yearly) | +13.2% | +6.5% |
| Since start (yearly) | +16.5% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,24,002 | +6.2% |
| 3 years | ₹3,60,000 | ₹4,13,635 | +9.2% |
| 5 years | ₹6,00,000 | ₹8,64,352 | +14.6% |
Other plan of this fund: HSBC Large & Mid Cap Fund - Regular Plan - Growth