NSE ScannerHSBC Mutual Fund · Equity · Large & Mid Cap · Direct plan
HSBC Large & Mid Cap Fund - Direct Plan - Growth
₹31.507NAV on 30 Oct 2026Expense ratio 1.33%
29 Oct 2025NAV low 26.96 · high 33.98+3.4%
In plain words
Over 3 years it returned +17.1% a year, against +7.4% 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 ₹26,732 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 | -1.1% | +1.9% |
| 3 months | -2.1% | -5.1% |
| 6 months | +2.9% | -3.2% |
| 1 year | +3.6% | -10.2% |
| 3 years (yearly) | +17.1% | +7.4% |
| 5 years (yearly) | +13.4% | +6.5% |
| Since start (yearly) | +16.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,382 | +4.6% |
| 3 years | ₹3,60,000 | ₹4,16,468 | +9.2% |
| 5 years | ₹5,90,000 | ₹8,47,258 | +14.3% |
Other plan of this fund: HSBC Large & Mid Cap Fund - Regular Plan - Growth