67
Large & Mid CapBuy
HSBC Large And Mid Cap Gr Dir
HSBC · Direct–Growth · rank #7 of 36 by Smart Score
Data updated
Trailing returns
1 Year
14.2%
+8.8% vs index
3 Years
18.6%
5 Years
15.3%
Since launch
17.6%
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
+11.2%+11.6% vs index
Why this score
HSBC Large And Mid Cap Gr Dir scores 67/100 — #7 of 36 Large & Mid Cap fund (Buy). It stands out for 3y return and 5y return — beating 87% of peers on 3y return. The main drag is its volatility (better than only 8% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return18.59% · 87th percentile in category
5Y return15.27% · 75th percentile in category
Volatility18.24 · 8th percentile in category
Sharpe ratio0.83 · 83rd percentile in category
Expense ratio1.47% · 16th percentile in category
Alpha3.41 · 83rd percentile in category
Top holdings
1.ICICI Bank Ltd7.48%
2.HDFC Bank Ltd5.34%
3.Lenskart Solutions Ltd.3.55%
4.The Federal Bank Ltd3.43%
5.TVS Motor Company Ltd3.02%
81 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.