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Business News/Market/Market Stats/    HSBC Midcap Fund Growth

HSBC Midcap Fund Growth

+
  • Equity
  • Mid-Cap
  • Rating 4
  • Plan
362.84 +3.27 (0.91%) NAV as on 13 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)10342.47
  • CAGR 62.30%
  • Exit Load1.00%
  • Expense ratio1.73%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2004-08-09

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 15 June 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha -0.65%
  • Beta 0.82
  • Sharpe Ratio1.34
  • Std Deviation 12.29%
  • Tracking Error 7.07%

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 Growth has an AUM of 10342.47 crores & has delivered CAGR of 22.28% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.73%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include Suzlon Energy, Cummins India, Power Finance Corp & Bharat Heavy Electricals.

 

The major sectors where the fund is invested are Misc. Capital Goods, Construction Services, Electronic Instr. & Controls & Regional Banks.

 

Some of the similar funds are Motilal Oswal Midcap Regular Growth, Sundaram Mid Cap Growth, HSBC Midcap Fund Growth, PGIM India Midcap Opportunities Fund Regular Growth, UTI Mid Cap Fund Regular Plan Growth. HSBC Midcap Fund Growth has a sharpe ratio of 1.34 & a standard deviation of 12.29%.

FAQs about HSBC Midcap Fund Growth

According to the morning star rating HSBC Midcap Fund Growth has a Moderate risk & Exceptional return.
HSBC Midcap Fund Growth is managed by Venugopal Manghat,Cheenu Gupta,Sonal Gupta.
The expense ratio of HSBC Midcap Fund Growth is 1.73%.
The 5 year annualized return on HSBC Midcap Fund Growth is 22.28% & it has generated 62.30% in the last 1 year.
The minimum investment in HSBC Midcap Fund Growth is 5000 Rs.
HSBC Midcap Fund Growth has an AUM of 10342.47 crores.
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