Which funds are similar to HSBC Large and Mid Cap Fund Direct-Growth?
Funds similar to HSBC Large and Mid Cap Fund Direct-Growth in the Equity: Large & MidCap category include Mirae Asset Large & Midcap Fund Direct-Growth, SBI Large & Midcap Fund Direct Plan-Growth, and ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of HSBC Large and Mid Cap Fund Direct-Growth in its category?
On a 3-year return basis HSBC Large and Mid Cap Fund Direct-Growth is ranked 4 out of 26 funds in the Equity: Large & MidCap category as of 6 Sep 2026. On a 5-year return basis it ranks 6 out of 25. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does HSBC Large and Mid Cap Fund Direct-Growth's expense ratio compare to similar funds?
HSBC Large and Mid Cap Fund Direct-Growth has an expense ratio of 1.38%. The peers Mirae Asset Large & Midcap Fund Direct-Growth has an expense ratio of 0.84% and SBI Large & Midcap Fund Direct Plan-Growth has 0.84%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does HSBC Large and Mid Cap Fund Direct-Growth's AUM compare to similar funds?
HSBC Large and Mid Cap Fund Direct-Growth has an AUM of ₹5,479.11 crore. The peers Mirae Asset Large & Midcap Fund Direct-Growth has an AUM of ₹45,275.3 crore and SBI Large & Midcap Fund Direct Plan-Growth has ₹42,325.1 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Large & MidCap?
The top performing fund in the Equity: Large & MidCap category on a 3-year basis is Invesco India Large & Mid Cap Fund Direct-Growth with a CAGR of 22.96% as of 6 Sep 2026. HSBC Large and Mid Cap Fund Direct-Growth has delivered 18.06% CAGR over the same period, ranking 4 out of 26 funds. You can view and compare the full category ranking on sharpely.
How does HSBC Large and Mid Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, HSBC Large and Mid Cap Fund Direct-Growth has a Sharpe ratio of 0.77 compared to the Equity: Large & MidCap average of 0.64 as of 6 Sep 2026. It ranks 6 out of 27 funds in its category on Sharpe ratio.
