69
Large & Mid CapBuy
HSBC Large And Mid Cap Gr Dir
HSBC · Direct–Growth · rank #6 of 36 by Smart Score
Data updated
Trailing returns
1 Year
9.3%
+9.0% vs index
3 Years
18.0%
5 Years
14.7%
Since launch
17.5%
Year-by-year performance
2021
+37.4%—
2022
-2.2%—
2023
+31.7%—
2024
+40.0%+21.5% vs index
2025
-2.5%-10.8% vs index
2026
+11.0%+12.9% vs index
Why this score
HSBC Large And Mid Cap Gr Dir scores 69/100 — #6 of 36 Large & Mid Cap fund (Buy). It stands out for 3y return and 5y return — beating 90% of peers on 3y return. The main drag is its volatility (better than only 11% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return18.04% · 90th percentile in category
5Y return14.68% · 79th percentile in category
Sharpe ratio0.80 · 83rd percentile in category
Volatility18.28 · 11th percentile in category
Expense ratio1.44% · 16th percentile in category
Alpha4.70 · 86th percentile in category
Top holdings
1.ICICI Bank Ltd6.99%
2.Lenskart Solutions Ltd.4.68%
3.HDFC Bank Ltd4.68%
4.Meesho Ltd.3.33%
5.Ather Energy Ltd.3.19%
85 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.