41
Large CapAvoid
HSBC Large Cap Gr Dir
HSBC · Direct–Growth · rank #23 of 35 by Smart Score
Data updated
Trailing returns
1 Year
2.5%
+4.3% vs index
3 Years
11.0%
+2.8% vs index
5 Years
9.5%
+1.7% vs index
Since launch
12.4%
Year-by-year performance
2021
+23.9%-1.4% vs index
2022
+1.5%-4.0% vs index
2023
+24.7%+3.7% vs index
2024
+19.4%+9.6% vs index
2025
+5.8%-5.9% vs index
2026
-3.1%+4.6% vs index
Why this score
HSBC Large Cap Gr Dir scores 41/100 — #23 of 35 Large Cap fund (Avoid). It stands out for 1y return — beating 65% of peers on 1y return. The main drag is its expense ratio (better than only 10% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
Expense ratio1.48% · 10th percentile in category
5Y return9.46% · 41st percentile in category
Volatility14.17 · 34th percentile in category
3Y return11.02% · 43rd percentile in category
1Y return2.47% · 65th percentile in category
Sharpe ratio0.31 · 44th percentile in category
Top holdings
1.ICICI Bank Ltd8.97%
2.HDFC Bank Ltd8.54%
3.Reliance Industries Ltd7.11%
4.Larsen & Toubro Ltd5.35%
5.Shriram Transport Finance Company Ltd4.84%
37 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.