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HSBC Large and Mid Cap Fund

Regular plan – Growth
Other options

The page shows the Growth option. The Regular plan’s other options have their own codes.

OptionAMFI codeISIN
Growth (this page)146771INF336L01NY9
IDCW146769INF336L01OA7, INF336L01NZ6

Large & Mid Cap FundHSBC Mutual Fund

Open-ended. Launched on 28 Mar 2019.

NAVNAV Net asset value: the value of one unit of the scheme, which the fund house works out at the end of each business day.
Data delayed
AssetsAssets The market value of everything the scheme holds, less what it owes, as the fund house discloses it at each month-end.
₹5,784 cr
30 Sep 2026
SIP fromSIP Systematic investment plan: a fixed sum put into the scheme at regular intervals, usually every month.
₹500
a month
BenchmarkBenchmark The market index the fund house names in the SID as the measure the scheme is compared against.
NIFTY Large Midcap 250 Total Return Index
as the SID names it
Riskometer
Very High
read by Felix on 28 Oct 2026
Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission

The fund house also offers a Direct plan of this scheme, whose expenses are lower to the extent of the distribution commission.

Assets: the fund house’s month-end disclosure of 30 Sep 2026. Minimums: fund house documents, as read by Felix on 28 Oct 2026. Benchmark: the SID.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

1 change in the last 12 months: Dipan S. Parikh became a fund manager, 26 Aug 2026. See what changed

What it is

SEBI’s rule for a Large & Mid Cap Fund: at least 35% each in shares of large-cap and of mid-cap companies. Source: SEBI

What the SID allows it to holdSID Scheme information document: the scheme’s offer document, which sets out its objective, asset allocation, risks and expenses.

Equityallowed 80% to 100%
Debtallowed 0% to 20%
Money marketallowed 0% to 20%
Commoditiesallowed 0% to 20%

Source: the SID’s asset allocation, from fund house disclosures.

Riskometer

LowLow toModerateModerateModeratelyHighHighVery HighRiskometer

The risk of the scheme is Very High

As read by Felix on 28 Oct 2026. Fund houses review this level every month, and the fund house’s latest disclosure prevails: Riskometer disclosures, HSBC Mutual Fund

  • Low
  • Low to Moderate
  • Moderate
  • Moderately High
  • High
  • Very High

Benchmark: NIFTY Large Midcap 250 Total Return Index. Its riskometer is published monthly by the fund house: Riskometer disclosures, HSBC Mutual Fund

Source: fund houses’ disclosures.

Who runs it

Bars on one scale, from the scheme’s launch. Other schemes A to Z. Source: fund house disclosures, as of 28 Oct 2026.

Codes and identity

from the SID and AMFI
Fund house
HSBC Mutual Fund
SEBI category
Large & Mid Cap Fund
Plan and option
Regular plan – Growth
Structure
Open-ended
Launched
28 Mar 2019
AMFI code, Growth
146771
ISIN, Growth
INF336L01NY9
ISINs of the IDCW options
  • IDCW INF336L01OA7, INF336L01NZ6
Registrar
CAMS
Fund house website
assetmanagement.hsbc.co.in ↗

HSBC Mutual Fund

HSBC Mutual Fund runs 44 schemes in their Regular plan: 14 equity, 13 debt, 6 hybrid, 4 index funds and ETFs, 7 other.

17 fund managers, in their current schemes for 2 years 11 months on average.

1 scheme launched in the last 12 months.

Source: fund houses’ disclosures, as of 28 Oct 2026.

Buying and selling

SIP from
₹500, as the KIM states it
Entry load
Nil, since 1 Aug 2009
Stamp duty
0.005% of the amount invested, since 1 Jul 2020
Applicable NAV
That business day’s, when the application and the money reach the fund house by the 3 pm cut-off; after it, the next business day’s
Redemption money
Within 3 working days of the redemption request

Sources: the scheme’s KIM for the minimums; SEBI for the entry load, cut-off and redemption timeline; Ministry of Finance for stamp duty.

The category: Large & Mid Cap Fund

All 37 schemes

37 schemes in their Regular plan, from 37 fund houses.

Schemes 10 to 19 of 37, A to Z; this scheme is marked.Schemes 13 to 17 of 37, A to Z; this scheme is marked.

Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
DSP Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index17,2841002000
Edelweiss Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index4,6151002007
Franklin India Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index3,3375002005
HDFC Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index28,5431001994
Helios Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index1,4631,0002024
HSBC Large and Mid Cap FundNIFTY Large Midcap 250 Total Return Index5,7845002019
ICICI Prudential Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index31,6281001998
Invesco India Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index12,1781002007
ITI Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index6915002024
JM Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index448Not reported2025
Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
HDFC Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index28,5431001994
Helios Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index1,4631,0002024
HSBC Large and Mid Cap FundNIFTY Large Midcap 250 Total Return Index5,7845002019
ICICI Prudential Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index31,6281001998
Invesco India Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index12,1781002007
Show all 37 schemes
Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
Abakkus Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index486Not reported2026
Aditya Birla Sun Life Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index5,6031002001
Axis Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index16,4381002018
Bajaj Finserv Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index2,3245002024
Bandhan Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index20,6501002005
Bank of India Large & Mid Cap FundBSE 250 Large MidCap Total Return Index5061,0002008
Baroda BNP Paribas Large & Mid Cap FundBSE 250 Large MidCap Total Return Index1,7622502020
Canara Robeco Large and Mid Cap FundNIFTY Large Midcap 250 Total Return Index24,5781,0002005
Choice Large & Mid Cap FundIn its NFONIFTY Large Midcap 250 Total Return IndexNot reportedNot reportedNot reported
DSP Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index17,2841002000
Edelweiss Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index4,6151002007
Franklin India Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index3,3375002005
HDFC Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index28,5431001994
Helios Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index1,4631,0002024
HSBC Large and Mid Cap FundNIFTY Large Midcap 250 Total Return Index5,7845002019
ICICI Prudential Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index31,6281001998
Invesco India Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index12,1781002007
ITI Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index6915002024
JM Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index448Not reported2025
Kotak Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index30,5811002004
LIC MF Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index2,9492002015
Mahindra Manulife Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index2,7535002019
Mirae Asset Large & Midcap FundNIFTY Large Midcap 250 Total Return Index42,834992010
Motilal Oswal Large and Midcap FundNIFTY Large Midcap 250 Total Return Index19,8325002019
Navi Large & Midcap FundNIFTY Large Midcap 250 Total Return Index2921002015
Nippon India Vision Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index7,4111001995
PGIM India Large and Mid Cap FundNIFTY Large Midcap 250 Total Return Index7771,0002024
Quant Large and Mid Cap FundNIFTY Large Midcap 250 Total Return Index3,3841,0002006
Samco Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index91Not reported2025
SBI Large & Midcap FundNIFTY Large Midcap 250 Total Return Index40,4991002005
Sundaram Large and Mid Cap FundNIFTY Large Midcap 250 Total Return Index7,1311002007
Tata Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index7,2541001993
The Wealth Company Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index109Not reported2026
TRUSTMF Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index418Not reported2026
Union Large & Midcap FundNIFTY Large Midcap 250 Total Return Index9695002019
UTI Large & Mid Cap FundNIFTY Large Midcap 250 Total Return Index6,220500Not reported
WhiteOak Capital Large & Mid Cap FundBSE 250 Large MidCap Total Return Index2,6041002023

Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as read by Felix on 28 Oct 2026; benchmarks as each SID names them.

What changed

  1. 26 Aug 2026Dipan S. Parikh became a fund manager
  2. 1 Oct 2025Mayank Chaturvedi became a fund manager
  3. 26 Nov 2022Cheenu Gupta became a fund manager
  4. 4 Apr 2019Re-opened for everyday purchases
  5. 28 Mar 2019Launched
  6. 25 Mar 2019NFO closed
  7. 11 Mar 2019NFO opened

Source: fund house disclosures and SEBI.

Documents

KIM Key information memorandum: the short summary of the SID that comes with every application form.

HSBC Mutual Fund publishes the scheme’s documents on its website:

  • Scheme information document (SID)
  • Key information memorandum (KIM)
  • Monthly factsheet
  • Monthly portfolio disclosure

Read SID/KIM on AMC site

Felix links to the fund house’s own copies and never copies them.

Questions about this fund

Who manages it, and since when?

Cheenu Gupta, since 26 Nov 2022 (Fund manager); Mayank Chaturvedi, since 1 Oct 2025 (Fund manager, foreign securities); Dipan S. Parikh, since 26 Aug 2026 (Fund manager, equity). Source: HSBC Mutual Fund’s disclosures.

What is the minimum SIP?

₹500 a month, as of 28 Oct 2026, from the fund house’s documents.

What is its benchmark?

NIFTY Large Midcap 250 Total Return Index, as the SID names it. Felix shows the benchmark by name only.

When was it launched, and what was it called before?

It was launched on 28 Mar 2019.

How do I invest in it?

Read the SID and KIM on HSBC Mutual Fund’s website first. A mutual fund distributor can place your application in this scheme’s Regular plan. Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission.

What does “Regular plan – Growth” mean?

The Regular plan is the one bought through a distributor; its expenses include the distributor’s commission. In the Growth option, gains stay in the NAV and nothing is paid out.

Where are its documents?

On HSBC Mutual Fund’s website: the scheme information document (SID), the key information memorandum (KIM) and the monthly factsheet.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Data on this page

BlockSourceFor
AssetsFund houses’ disclosures, at month-end30 Sep 2026
MinimumsFund house documents, as read by Felix28 Oct 2026
RiskometerFund houses’ disclosures, as read by Felix28 Oct 2026
Asset allocationThe SID, from fund house disclosures28 Oct 2026
Fund managersFund house disclosures28 Oct 2026

Something wrong or out of date? Report an error

When you are ready, invest with a person.

Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission