HSBC Large Cap Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of HSBC Large Cap Fund (IDCW) (1192) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HSBC Large Cap Fund (IDCW)
HSBC Asset Management (India) Pvt. Ltd
To generate long term capital growth from an actively managed portfolio of equity and equity related securities of Predominantly large cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
HSBC Large Cap Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 0.76% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 9.82% |
| HDFC Bank Ltd | Banks | 9.82% |
| TREPS | Debt Others | 5.99% |
| Infosys Ltd | IT - Software | 5.10% |
| Reliance Industries Ltd | Refineries | 4.89% |
| State Bank of India | Banks | 4.31% |
| Eternal Ltd | E-Commerce/App based Aggregator | 4.16% |
| Polycab India Ltd | Cables | 3.69% |
| Bharti Airtel Ltd | Telecom-Service | 3.62% |
| Shriram Finance Ltd | Finance | 3.41% |
Sector Breakdown
Compare against Large Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Large Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large Cap Fund category
HSBC Large Cap Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Large Cap Fund - Direct (G) | ₹1255.57 | 11.32% | -3.34% | 16.69% |
| HDFC Large Cap Fund - Regular (G) | ₹1159.21 | 10.98% | -3.93% | 16.00% |
| Franklin India Large Cap Fund - Direct (G) | ₹1150.04 | 14.59% | 0.36% | 14.81% |
| Franklin India Large Cap Fund (G) | ₹1036.94 | 14.17% | -0.38% | 13.87% |
| Kotak Large Cap Fund - Direct (G) | ₹674.80 | 14.75% | -0.46% | 15.96% |
| Aditya Birla SL Large Cap Fund - Direct (G) | ₹595.22 | 14.33% | -1.14% | 15.73% |
| Tata Large Cap Fund - Direct (G) | ₹593.88 | 12.39% | -3.09% | 15.41% |
| Kotak Large Cap Fund (G) | ₹585.04 | 14.10% | -1.58% | 14.59% |
| Aditya Birla SL Large Cap Fund (G) | ₹537.74 | 13.95% | -1.79% | 14.96% |
| HSBC Large Cap Fund - Direct (G) | ₹537.44 | 13.32% | -3.24% | 15.08% |
Category Average Returns
Neelotpal Sahai
A seasoned investment professional with over 23 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.