HSBC Large Mid Cap Fund - Direct Plan - IDCW
HSBC Mutual Fund
HSBC Large Mid Cap Fund - Direct Plan - IDCW
HSBC Mutual Fund · Direct · 8+ years of NAV data
About Large Cap Mutual Funds
Large cap funds are mandated by SEBI to invest at least 80% of their assets in the top 100 companies by market capitalisation. These are the most liquid, most researched, and most institutionally owned businesses in India — companies like Reliance, HDFC Bank, Infosys, and TCS. Large cap funds are often the core equity allocation for Indian investors because of their relative stability during market downturns and their strong long-term compounding track record. The trade-off versus mid or small cap funds is lower alpha potential: when markets rally broadly, large caps tend to deliver less explosive returns than the broader market. However, in volatile or bearish environments, the superior liquidity and balance-sheet strength of large cap companies typically results in smaller maximum drawdowns. Investors with a 5–10 year horizon who want meaningful equity exposure without the extreme volatility of smaller companies often anchor their portfolio with 40–60% in large cap funds.
Risk profile: This fund is classified as VeryHigh risk under SEBI's riskometer. Standard deviation: 19.56%. Maximum drawdown: 36.11%. Past performance is not indicative of future results. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
Analysis dimensions
Computed live from this fund's NAV history and factsheet. Dimensions without ingested data show “Coming soon”.
Post-tax returns
CAGR and SIP returns recomputed after LTCG, STCG and indexation. See your real, after-tax outcome — with the tax-drag % shown.
Factor exposure radar
Size, value, momentum, quality and low-vol loadings versus benchmark — a multi-factor view, not just a style box.
Drawdown & recovery time
Underwater curve with depth, duration and months-to-recover for every drawdown. Know how long a fund takes to climb back.
Expense-drag compounding
Your TER versus the category median, compounded over 10 and 20 years. See the ₹ you lose to fees.
Style drift over time
Track a fund's style position month by month across years, with a drift score. A fund that changed character is a different fund.
Concentration & overlap
Herfindahl index and effective N across the top-10 holdings, top-10 weight, and cross-fund overlap — so you never double up unknowingly.
Tracking error analytics
Tracking difference, tracking error and roll-return drag for every index fund and ETF — the analytics the index boom deserves.
Manager tenure vs fund age
Scatter of manager tenure against fund age, plus a manager-change timeline. Recent churn is a risk no static stat shows.
Holdings-quality score
Aggregate portfolio P/E, P/B, ROE, debt quality and turnover into one quality score with a peer percentile.
Complete risk-return bundle
Downside capture, upside capture, Sortino, Calmar and information ratio in one view — not just Sharpe and standard deviation.
Cycle-decomposed ranking
Risk-adjusted rank within category split into bull, bear and range regimes. Consistency across regimes, not one snapshot.
Governance & behavioral flags
Exit-load structure, side-pocketing history, expense-ratio changes and AMC regulatory actions — the red flags others omit.
NAV Growth
Key Information
- Scheme Code
- 146770
- Fund House
- HSBC Mutual Fund
- Scheme Type
- Direct
- Scheme Category
- LargeCap
- NAV History Earliest
- 2019-04-04
- NAV History Points
- 1858