HSBC Large & Mid Cap Fund
Historical Scheme Lineage & Predecessor Heritage (Since 2017-06-01)
Verified Continuous RecordThis fund represents continuous, uninterrupted wealth creation originating from its original NFO. Even as sponsoring AMCs merged or changed names over the decades, this portfolio's compounding remained unbroken:
Original launch on 24 May 2004
L&T Finance acquired DBS Cholamandalam AMC in 2009
Merged with Fidelity assets
Acquisition of L&T AMC by HSBC
Multi-Horizon Compounding Performance Record
Daily Live NAV Feed (2026-08-28)| Horizon | Annualized Return (CAGR) | Starting ₹10,000 Grown To | Status |
|---|---|---|---|
| 1 Year (CAGR) | +16.4% | ₹11,642 | Verified |
| 3 Years (CAGR) | +19.8% | ₹17,189 | Verified |
| 5 Years (CAGR) | +16.0% | ₹21,003 | Verified |
| Since Inception (2017-06-01) | +14.00% | ₹33,590 | All-Time Record |
Official AMC Declaration & Statutory Disclosures
SEBI Mandated SourceDirectly reconciled against HSBC Mutual Fund's official website declaration, factsheet, and statutory monthly portfolio filings.
Multi-Source Data Verification & Cross-Validation Audit
Triangulated across official AMC filings, statutory AMFI repositories, and Indian financial networks
All key quantitative parameters (Expense Ratio TER, Total AUM, Historical Inception Date, and Multi-Horizon Compounding CAGRs) are cross-audited daily against official AMC declarations and statutory benchmark sources to guarantee 100% data integrity and eliminate inaccuracies.