InvestVerdict
HSBC Large Cap Fund
Regular Plan · IDCW · Large Cap · Scheme code 101593
Fund houseHSBC Mutual Fund
CategoryLarge Cap
Plan & optionRegular · IDCW
History20.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.57 | 6.22 | -1.52 | -5.61 | 1.35 | 1.91 | 6.05 | 3.82 | 1.80 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Large Cap category median |
— | — | — | -0.10 | 11.10 | 9.99 | — | 11.64 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 21.2% | -0.24 | -0.31 | 0.97 | -6.82% | -66.2% | 82.35 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 82 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 955 | -62.6% | 0.9% | 86.1% | 48% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.