- Scheme Category:
- Equity Scheme >
- Large Cap Fund
NAV: ₹ 528.7878 ↑ 0.06%
[as on 11 September, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of HSBC Large Cap Fund - Direct Growth and its peers as on 11 September, 2026
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | 8.61% | 30.23% | -1.39% | 15.95% | 16.98% | 25.54% | 0.32% | 24.2% | 19.91% | 5.95% |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|
| Returns | 1.71% | 0.62% | -3.03% | -0.55% | -11.86% | 5.14% | -2.14% | 4.35% | 1.49% | 0.88% |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|
| Returns | 8.19% | -2.84% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 97.07% |
0.00% (Arbitrage: 0.00%) |
0.00% |
0.00% |
2.93% |
Equity
Portfolio data is as on date 31 July, 2026
NAV history
HSBC Large Cap Fund - Direct Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|
| 11 September, 2026 | 528.7878 | 0.06% |
| 10 September, 2026 | 528.4625 | 0.01% |
| 9 September, 2026 | 528.4352 | -0.54% |
| 8 September, 2026 | 531.3193 | -0.3% |
| 7 September, 2026 | 532.9266 | -0.12% |
| 4 September, 2026 | 533.5692 | 0.05% |
| 3 September, 2026 | 533.3122 | -0.11% |
| 2 September, 2026 | 533.9231 | -0.53% |
| 1 September, 2026 | 536.7565 | -1% |
| 31 August, 2026 | 542.194 | 0.13% |
| 28 August, 2026 | 541.4718 | 0.11% |
| 27 August, 2026 | 540.8555 | -0.38% |
| 26 August, 2026 | 542.9075 | -0.38% |
| 25 August, 2026 | 544.9942 | 0.64% |
| 24 August, 2026 | 541.5202 | -0.01% |
| 21 August, 2026 | 541.5686 | -0.03% |
| 20 August, 2026 | 541.7319 | 0.73% |
| 19 August, 2026 | 537.8097 | -0.29% |
| 18 August, 2026 | 539.3844 | -0.57% |
| 17 August, 2026 | 542.4779 | -0.23% |
| 14 August, 2026 | 543.7178 | -0.19% |
| 13 August, 2026 | 544.7499 | 0.06% |
| 12 August, 2026 | 544.3988 | 0.14% |
| 11 August, 2026 | 543.6122 | -0.58% |
| 10 August, 2026 | 546.793 | 0.04% |
| 7 August, 2026 | 546.5573 | -0.34% |
| 6 August, 2026 | 548.4238 | 0.32% |
| 5 August, 2026 | 546.6673 | 0.33% |
| 4 August, 2026 | 544.8785 | -0.34% |
| 3 August, 2026 | 546.7448 | |
FAQ (Frequently asked questions)
What is latest/current NAV/price of HSBC Large Cap Fund - Direct Growth?
The latest NAV of HSBC Large Cap Fund - Direct Growth is 528.7878 as on 11 September, 2026.
What are YTD (year to date) returns of HSBC Large Cap Fund - Direct Growth?
The YTD (year to date) returns of HSBC Large Cap Fund - Direct Growth are -4.58% as on 11 September, 2026.
What are 1 year returns of HSBC Large Cap Fund - Direct Growth?
The 1 year returns of HSBC Large Cap Fund - Direct Growth are 0.25% as on 11 September, 2026.
What are 3 year CAGR returns of HSBC Large Cap Fund - Direct Growth?
The 3 year annualized returns (CAGR) of HSBC Large Cap Fund - Direct Growth are 9.7% as on 11 September, 2026.
What are 5 year CAGR returns of HSBC Large Cap Fund - Direct Growth?
The 5 year annualized returns (CAGR) of HSBC Large Cap Fund - Direct Growth are 9.2% as on 11 September, 2026.
What are 10 year CAGR returns of HSBC Large Cap Fund - Direct Growth?
The 10 year annualized returns (CAGR) of HSBC Large Cap Fund - Direct Growth are 9.2% as on 11 September, 2026.
What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for HSBC Large Cap Fund - Direct Growth?
HSBC Large Cap Fund - Direct Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
| Holding period | Tax rate |
|---|
| Less than 1 year (STCG) | 20% |
| More than 1 year (LTCG) | Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount. |