EquityLarge & Mid Cap FundDirect · Growth
HSBC Large & Mid Cap Fund - Direct Growth
HSBC · Scheme 146772
₹33.00▲ 0.17%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
19.9%
Risk level
High
Min SIP
—
Benchmark
Nifty LargeMidcap 250 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.14% |
| 3 Months | +6.63% |
| 6 Months | +10.35% |
| 1 Year | +13.97% |
| 3 Years (CAGR) | +19.87% |
| 5 Years (CAGR) | +16.07% |
| 10 Years (CAGR) | — |
| Since Launch | +17.70% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns84
Consistency100
Risk-adjusted50
Downside protection48
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +19.9%
- ✓ 3Y CAGR vs category: +3.7% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 84% of windows
- ✓ Alpha vs benchmark: +10.3%
What to watch
- • Sharpe ratio: 0.65
- • Sortino ratio: 0.73
Risk metrics
Sharpe ratio
0.65
Sortino ratio
0.73
Volatility
18.48%
Max drawdown
-36.10%
Downside capture
91.70%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.