HSBC Midcap Fund Direct Plan Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹15,578.18 Cr
Expense Ratio
1.22%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
1 Jan 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.96% | -- |
| 3 Months | +7.15% | -- |
| 6 Months | +23.18% | -- |
| 1 Year | +23.3% | +23.3% |
| 2 Years | -- | +11.21% |
| 3 Years | +96.05% | +25.16% |
| 5 Years | +144.05% | +19.54% |
| Since Launch | +1171.16% | +20.44% |
Holdings as on 8 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Federal Bank | 765.31 | 4.91 |
| Lenskart Solutions | 642.96 | 4.13 |
| FSN E-Commerce Ventures Ltd | 629.65 | 4.04 |
| Piramal Finance | 570.62 | 3.66 |
| PB Fintech | 567.81 | 3.64 |
| GE Vernova T&D India | 534.97 | 3.43 |
| Meesho | 520.27 | 3.34 |
| Bharat Forge | 501.75 | 3.22 |
| Aditya Infotech | 455.25 | 2.92 |
| Mahindra & Mahindra Financial Services Ltd | 449.28 | 2.88 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.90
Sharpe Ratio
19.84%
Std. Deviation
7.06%
Tracking Error
0.50%
Alpha
0.82
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Invesco India Mid Cap Fund Direct Plan Growth Option | +12.4% | +24.37% | +20.55% |
| HSBC Midcap Fund Direct Plan Growth | +23.3% | +25.16% | +19.54% |
| Edelweiss Mid Cap Fund Direct Plan Growth Option | +10.86% | +21.76% | +19.32% |
| Sundaram Mid Cap - Direct Plan - Growth Option | +9.98% | +19.47% | +17.48% |
| Mirae Asset Midcap Fund Direct Growth | +13.54% | +17.02% | +16.19% |
Results are calculated on CAGR basis
About Fund
To seek to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
The HSBC Midcap Fund Direct Plan Growth has an AUM of 15578.18 crores & has delivered CAGR of 19.54 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.22%. The minimum investment in HSBC Midcap Fund Direct Plan Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Federal Bank, Lenskart Solutions, FSN E-Commerce Ventures Ltd, Piramal Finance.
The major sectors where the fund is invested are Electronic Instr. & Controls, Regional Banks, Software & Programming, Biotechnology & Drugs.
Some of the similar funds are Invesco India Mid Cap Fund Direct Plan Growth Option, HSBC Midcap Fund Direct Plan Growth, Edelweiss Mid Cap Fund Direct Plan Growth Option, Sundaram Mid Cap - Direct Plan - Growth Option, Mirae Asset Midcap Fund Direct Growth. HSBC Midcap Fund Direct Plan Growth has a sharpe ratio of 0.90 & a standard deviation of 19.84%.
FAQs
According to the morning star rating HSBC Midcap Fund Direct Plan Growth has a Medium risk & Exceptional return.
HSBC Midcap Fund Direct Plan Growth is managed by Cheenu Gupta,Mayank Chaturvedi.
The expense ratio of HSBC Midcap Fund Direct Plan Growth is 1.22%.
The 5 year annualized return on HSBC Midcap Fund Direct Plan Growth is 19.54% & it has generated 23.30% in the last 1 year.
The minimum investment in HSBC Midcap Fund Direct Plan Growth is 5000 Rs.
HSBC Midcap Fund Direct Plan Growth has an AUM of 15578.18 crores.
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