HSBC Large and Mid Cap Fund
Direct · Growth ₹30.79
27 Apr 2026
NAV
21.0%
3Y CAGR
22.5%
5Y CAGR
19.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.99
Sharpe
-36.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.92 L | 22.3% | -52.4% | 93.9% |
| 3 Years | ₹36.00 L | ₹47.33 L | 20.8% | 5.5% | 37.6% |
| 5 Years | ₹60.00 L | ₹98.58 L | 22.2% | 11.7% | 31.2% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 22.3% | -1.0% | +23.3% |
| 3 Years | 20.8% | 10.4% | +10.4% |
| 5 Years | 22.2% | 10.5% | +11.8% |