Should I invest in HSBC Large Cap Fund - Direct Growth?

We don't give personal investment advice. HSBC Large Cap Fund - Direct Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.3%. 5-year CAGR: 10.43%.

HSBC

HSBC Large Cap Fund - Direct Growth

Latest NAV

₹505.2630

As of

3 Jun 2026

3,300 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.28%	+0.19%	+0.09	19 / 36	Q3
1W	-1.72%	-1.77%	+0.05	16 / 36	Q2
2W	-0.21%	-0.24%	+0.03	16 / 36	Q2
1M	-2.43%	-1.86%	-0.57	28 / 36	Q4
3M	-6.44%	-3.48%	-2.96	35 / 35	Q4
6M	-7.33%	-7.02%	-0.31	15 / 34	Q2
YTD	-8.79%	-7.39%	-1.40	26 / 34	Q4
1Y	-0.99%	-1.80%	+0.80	12 / 34	Q2
2Y	+1.60%	+2.13%	-0.53	21 / 32	Q3
3Y	+11.63%	+12.27%	-0.63	19 / 31	Q3
4Y	+12.60%	+12.68%	-0.08	15 / 29	Q3
5Y	+10.43%	+11.07%	-0.64	18 / 28	Q3
7Y	+12.07%	+12.37%	-0.30	14 / 25	Q3
10Y	+12.51%	+12.80%	-0.29	13 / 23	Q3
Inception	+12.19%	+11.08%	+1.10	22 / 36	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.79%	-7.39%	-1.40	26 / 34
2025	+5.37%	+8.01%	-2.64	27 / 33
2024	+19.44%	+16.46%	+2.98	6 / 31
2023	+24.20%	+25.03%	-0.83	16 / 31
2022	+1.46%	+3.34%	-1.88	20 / 28
2021	+23.66%	+27.19%	-3.53	22 / 27
2020	+16.79%	+14.50%	+2.29	9 / 25
2019	+15.78%	+11.93%	+3.85	4 / 24
2018	-1.67%	+0.35%	-2.03	19 / 24
2017	+30.23%	+31.41%	-1.18	14 / 23
2016	+8.46%	+4.58%	+3.88	3 / 22

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.25%

152 windows

min -25.2% · max 74.2%

82% positive

3-Year rolling

+13.60%

127 windows

min -3.7% · max 25.5%

99% positive

5-Year rolling

+13.50%

103 windows

min 1.1% · max 21.9%

100% positive

7-Year rolling

+13.08%

79 windows

min 7.7% · max 15.6%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.68%

3-year · annualised

Sharpe ratio

0.42

vs risk-free 6.5%

Sortino ratio

0.61

Downside-only deviation

Max drawdown

-17.72%

Sep 2024 → Feb 2025

% positive months

77.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large Cap Fund - Growth Option - Direct Plan	HDFC	₹1,163.9600	3 Jun 2026
Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹97.2167	3 Jun 2026
SBI Large Cap FUND-DIRECT PLAN -GROWTH	SBI	₹100.8823	3 Jun 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth	ICICI Prudential	₹115.3300	3 Jun 2026
Invesco India Largecap Fund - Direct Plan - Growth	Invesco	₹82.0000	3 Jun 2026
BANDHAN Large Cap Fund-Direct Plan-Growth	Bandhan	₹86.1600	3 Jun 2026
quant Large Cap Fund - Growth Option - Direct Plan	Quant	₹16.2295	3 Jun 2026
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹550.6600	3 Jun 2026
Motilal Oswal Large Cap Direct Plan Growth	Motilal Oswal	₹13.4304	3 Jun 2026
Franklin India Large Cap Fund- Direct - Growth	Franklin India	₹1,077.6027	2 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹505.2630
2 Jun 2026	₹505.4886
1 Jun 2026	₹504.0788
29 May 2026	₹508.6403
27 May 2026	₹515.3901
26 May 2026	₹514.3486
25 May 2026	₹516.4997
22 May 2026	₹510.1348
21 May 2026	₹507.6319
20 May 2026	₹507.6430

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of HSBC Large Cap Fund - Direct Growth is ₹505.2630. It's a Large Cap Fund from HSBC, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

HSBC Large Cap Fund - Direct Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

HSBC Large Cap Fund - Direct Growth is managed by HSBC. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HSBC Large Cap Fund - Direct Growth has delivered a absolute return of -0.99% — +0.8 pp ahead of the Large Cap Fund category average of -1.80%. The fund ranks #12 of 34 in its category — the second (Q2) quartile.

Over the trailing 3-year window, HSBC Large Cap Fund - Direct Growth has delivered a CAGR of 11.63% — -0.63 pp behind the Large Cap Fund category average of 12.27%. The fund ranks #19 of 31 in its category — the third (Q3) quartile.

Over the trailing 5-year window, HSBC Large Cap Fund - Direct Growth has delivered a CAGR of 10.43% — -0.64 pp behind the Large Cap Fund category average of 11.07%. The fund ranks #18 of 28 in its category — the third (Q3) quartile.

₹1 lakh invested in HSBC Large Cap Fund - Direct Growth exactly 10 years ago would be worth approximately ₹325,009 today — a multiplier of 3.25×, based on the 10-year CAGR of 12.51%. The category average over the same window would have grown ₹1 lakh to ₹333,597.

A ₹10,000 monthly SIP in HSBC Large Cap Fund - Direct Growth over the last 5 years — total invested ₹600,000 — would be worth ₹743,361 today. That's an XIRR (money-weighted annualised return) of 8.50%.

A ₹10,000 monthly SIP for 10 years in HSBC Large Cap Fund - Direct Growth = ₹1,200,000 invested. It would currently be worth ₹2,214,588 (multiplier 1.85×). XIRR: 11.78%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HSBC Large Cap Fund - Direct Growth ranks #18 out of 28 funds in the Large Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.07%; this fund delivered 10.43%.

The worst peak-to-trough decline HSBC Large Cap Fund - Direct Growth has experienced over the last 5-year window is 19.27% — its NAV fell from a high on 17 Jan 2022 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, HSBC Large Cap Fund - Direct Growth averaged 13.50% (best 21.86%, worst 1.08%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.33 — weak risk-adjusted performance.

In calendar year 2025, HSBC Large Cap Fund - Direct Growth returned 5.37% — lagging the Large Cap Fund category average of 8.01% by 2.64 pp. It ranked #27 of 33 in its category that year.

HSBC Large Cap Fund - Direct Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. HSBC Large Cap Fund - Direct Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.3%. 5-year CAGR: 10.43%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.