71
Large & Mid CapBuy
HSBC Large And Mid Cap
HSBC · Direct–Growth · rank #5 of 36 by Smart Score
Data updated
Trailing returns
1 Year
4.2%
+7.5% vs index
3 Years
16.1%
5 Years
12.6%
Since launch
16.6%
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
+6.2%+11.3% vs index
Why this score
HSBC Large And Mid Cap scores 71/100 — #5 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 11% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return16.09% · 87th percentile in category
5Y return12.62% · 83rd percentile in category
Sharpe ratio0.63 · 88th percentile in category
Volatility18.83 · 11th percentile in category
Alpha5.05 · 89th percentile in category
Sortino ratio0.72 · 86th percentile in category
Top holdings
1.ICICI Bank Ltd6.52%
2.HDFC Bank Ltd5.81%
3.Lenskart Solutions Ltd.4.96%
4.Meesho Ltd.3.79%
5.Aditya Infotech Ltd.3.37%
83 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.