mid capHigh risk

HSBC Large & Mid Cap Fund - Direct Plan - Growth

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From HSBC Mutual Fund. It's been running since 4 Apr 2019.

Latest price per unit

₹33.3604

▼ 0.34% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.14 L

▲ ₹13.6k gain · 13.6% / year

Invested 3 years ago

₹1.67 L

▲ ₹66.8k gain · 18.6% / year

Invested 5 years ago

₹2.03 L

▲ ₹1.03 L gain · 15.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

17.7%

The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-36.10%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year13.56%

CAGR — 3 years18.60%

CAGR — 5 years15.18%

CAGR — since launch17.65%

Volatility — 1 year (annualised)14.67%

Volatility — 3 years (annualised)17.70%

Max drawdown — 1 year-12.21%

Max drawdown — 3 years-25.08%

Sharpe ratio — 1 year (rf=6%)0.48

Sharpe ratio — 3 years (rf=6%)0.65

Fund info

Fund house: HSBC Mutual Fund
Category: Equity Schemes - Large & Mid Cap Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF336L01NV5
ISIN (Div re-invest): —
Fund code: 146772
First price on record: 4 Apr 2019 · 1,828 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.