52
Large CapHold
HSBC Large Cap
HSBC · Direct–Growth · rank #16 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-3.1%
+5.6% vs index
3 Years
9.8%
+3.3% vs index
5 Years
7.9%
+2.1% vs index
Since launch
12.1%
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
-5.5%+5.2% vs index
Why this score
HSBC Large Cap scores 52/100 — #16 of 35 Large Cap fund (Hold). It stands out for 3y return and 1y return — beating 65% of peers on 3y return. The main drag is its expense ratio (better than only 16% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
Expense ratio1.43% · 16th percentile in category
3Y return9.76% · 65th percentile in category
Volatility14.53 · 30th percentile in category
1Y return-3.10% · 80th percentile in category
Sharpe ratio0.32 · 63rd percentile in category
5Y return7.86% · 55th percentile in category
Top holdings
1.ICICI Bank Ltd8.66%
2.HDFC Bank Ltd8.48%
3.Reliance Industries Ltd6.26%
4.Sterlite Technologies Ltd5.7%
5.Larsen & Toubro Ltd5.36%
37 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.