FundLens
43
Large CapAvoid

HSBC Large Cap Gr Dir

HSBC · Direct–Growth · rank #24 of 35 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-2.1%
+5.2% vs index
3 Years
9.3%
+3.2% vs index
5 Years
8.9%
+2.1% vs index
Since launch
12.2%

Year-by-year performance

last entry = YTD
2021
+23.9%
2022
+1.5%
2023
+24.7%
2024
+19.4%
2025
+5.8%
2026
-4.7%

Why this score

HSBC Large Cap Gr Dir scores 43/100 — #24 of 35 Large Cap fund (Avoid). It stands out for alpha and 1y return — beating 67% of peers on alpha. The main drag is its expense ratio (better than only 13% of peers).

Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.

Expense ratio1.46% · 13th percentile in category
Volatility14.18 · 33rd percentile in category
3Y return9.31% · 42nd percentile in category
Alpha2.14 · 67th percentile in category
5Y return8.91% · 45th percentile in category
1Y return-2.15% · 71st percentile in category

Top holdings

top 5 = 33.7% of portfolio
1.ICICI Bank Ltd9.01%
2.HDFC Bank Ltd8.03%
3.Reliance Industries Ltd6.37%
4.Larsen & Toubro Ltd5.45%
5.Shriram Transport Finance Company Ltd4.79%

37 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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