HSBC Large and Mid Cap Fund Direct Growth

Scheme code: INF336L01NV5 NAV value: ₹ 25.7391 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.20	61.65	35.66	30.46
3 year	11.40	32.64	20.82	21.66
5 year	16.57	29.67	23.00	16.04

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	35.66
3 year	6.28	33.32	15.57	20.82
5 year	0.74	26.02	12.91	23
7 year	3.33	15.62	11.64
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	35.66
3 year	6.56	32.12	15.66	20.82
5 year	1	26.2	12.75	23
7 year	3.8	15.42	11.84
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	35.66
3 year	7.68	33.37	17	20.82
5 year	0.71	27.63	13.15	23
7 year	3.76	16.01	12.04
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

- Average return: 35.66% - Median return: 42.16% - Average standard deviation: 6.88

- Average return: 20.82% - Median return: 20.67% - Average standard deviation: 2.08

- Average return: 23% - Median return: 23.4% - Average standard deviation: 1.65

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,48,974	1,48,974	12.42
3 year	36,00,000	48,74,622	12,74,622	10.63
5 year	60,00,000	1,11,45,025	51,45,025	13.19

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,48,974 - Absolute Returns: ₹1,48,974 - CAGR: 12.42%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,74,622 - Absolute Returns: ₹12,74,622 - CAGR: 10.63%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,11,45,025 - Absolute Returns: ₹51,45,025 - CAGR: 13.19%