HSBC Midcap Fund Growth

• Alpha -0.65%
• Beta 0.82
• Sharpe Ratio1.00
• Std Deviation 16.83%
• Tracking Error 7.07%

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 Growth has an AUM of 11937.34 crores & has delivered CAGR of 23.43% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.71%. The minimum investment in HSBC Midcap Fund Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are High & Exceptional respectively.

The top holdings of the fund include Eternal, GE Vernova T&D India, Max Healthcare Institute & Fsn E-Commerce Ventures.

The major sectors where the fund is invested are Electronic Instr. & Controls, Investment Services, Consumer Financial Services & Software & Programming.

Some of the similar funds are Edelweiss Mid Cap Fund Growth, HSBC Midcap Fund Growth, Franklin India Mid Cap Fund Growth, UTI Mid Cap Fund Regular Plan Growth, PGIM India Midcap Fund Regular Growth. HSBC Midcap Fund Growth has a sharpe ratio of 1.00 & a standard deviation of 16.83%.