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HSBC Large & Mid Cap Fund - Direct Growth

HSBC Mutual Fund · Equity · mandate: ≥35% in large-caps and ≥35% in mid-caps · benchmark: NIFTY LargeMidcap 250 TRI (TRI proxy)
AUM (all plans)
4,958 cr
Active return /yr (full)
—
Score
57
Rank (Score, pool)
#9 of 35
Percentile (full, pool)
—
IR vs benchmark
0.37
CAGR (absolute)
18.3%
Max drawdown
-28.1%
Months of data
88
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20222023202420252026-6211Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

2019202020212022202320242025202677206335Fund (NAV=100)Benchmark: NIFTY LargeMidcap 250 TRICategory median (L&M)

Drawdown

20192020202120222023202420252026-28-140Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22—-0.4%—50——23.0%12
FY23-1.4%-2.2%-0.33354.5%0.3%-1.1%12
FY24-1.5%-0.8%-0.24525.0%45.3%43.9%12
FY252.7%-0.6%0.334011.6%7.1%9.8%12
FY265.3%5.7%1.21954.2%-1.1%4.3%12
FY27*7.6%5.9%2.11837.6%16.2%23.8%5
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2022-0.4-0.2-0.7-2.3-0.6+0.7-0.1-2.0+0.1+0.8-1.5-0.1-6.1
2023+0.9+2.2+0.5-0.9+1.5-0.7-1.2+1.3-0.6+0.2-0.3-3.4-0.7
2024+1.1+1.7+0.1+4.2+1.5+0.3-0.1+0.3-0.6+2.3+2.9+3.6+18.3
2025-8.5-2.7+0.7-0.9+2.0+0.5+0.8+2.0+0.3-1.5-1.0-0.8-9.1
2026+1.6+1.2+1.0+2.6+3.0+1.1-2.4+2.4+10.9
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019+1.3-0.7-5.3+0.6+4.9+2.9+1.9+0.9+6.3
2020+3.0-4.3-24.9+12.1-2.7+6.7+5.7+3.9+0.9+2.7+12.0+6.7+17.2
2021-1.4+8.6+1.3+0.1+6.4+3.2+3.8+5.2+3.3+0.5-3.3+4.9+37.4
2022-1.3-5.0+3.6-2.6-5.0-4.3+10.3+3.1-2.5+4.0+1.3-2.7-2.2
2023-2.1-0.0+0.4+3.8+6.0+4.3+3.1+2.2+2.0-3.0+7.5+4.3+31.7
2024+3.8+2.7+0.7+8.4+2.9+7.5+4.5+1.0+1.5-4.3+3.0+3.0+40.0
2025-12.4-11.1+8.0+2.7+6.2+4.2-2.0-0.1+1.6+3.1+0.5-1.2-2.5
2026-1.6+2.1-10.4+13.6+3.8+2.4-0.3+2.9+11.4

Quarterly average AUM & estimated net flows

201920202021202220232024202520264732,7164,958AUM (quarter avg), ₹cr
-5571,598
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.