HSBC Midcap Fund Growth
- Mid-Cap
- Equity
- Very High Risk
Explore On
Rating:
3
Key Metrics
Aum
₹13,386.58 Cr
Expense Ratio
3.59%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
9 Aug 2004
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.97% | -- |
| 3 Months | +12.34% | -- |
| 6 Months | +11.33% | -- |
| 1 Year | +16.35% | +16.35% |
| 2 Years | -- | +14.51% |
| 3 Years | +102.32% | +26.48% |
| 5 Years | +137.08% | +18.84% |
| Since Launch | +4331.55% | +18.98% |
Holdings as on 8 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| BSE | 686.92 | 5.13 |
| GE Vernova T&D India | 661.38 | 4.94 |
| FSN E-Commerce Ventures Ltd | 648.60 | 4.85 |
| Hitachi Energy India | 632.26 | 4.72 |
| Billionbrains Garage Ventures | 519.60 | 3.88 |
| Federal Bank | 516.55 | 3.86 |
| Piramal Finance | 470.35 | 3.51 |
| PB Fintech | 459.74 | 3.43 |
| Lenskart Solutions | 431.74 | 3.23 |
| Bharat Electronics | 402.47 | 3.01 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.99
Sharpe Ratio
19.94%
Std. Deviation
7.07%
Tracking Error
-0.65%
Alpha
0.82
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Midcap Fund Growth | +16.35% | +26.48% | +18.84% |
| Edelweiss Mid Cap Fund Growth | +4.51% | +22.74% | +19.18% |
| Sundaram Mid Cap Growth | +4.72% | +22.06% | +18.3% |
| Mirae Asset Midcap Fund Regular Growth | +6.79% | +18.91% | +15.82% |
| Franklin India Mid Cap Fund Growth | -2.35% | +17.7% | +14.4% |
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 Growth has an AUM of 13386.58 crores & has delivered CAGR of 18.84 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 3.59%. 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 fund has a present cash holding of %. The top holdings of the fund include BSE, GE Vernova T&D India, FSN E-Commerce Ventures Ltd, Hitachi Energy India.
The major sectors where the fund is invested are Electronic Instr. & Controls, Investment Services, Regional Banks, Software & Programming.
Some of the similar funds are HSBC Midcap Fund Growth, Edelweiss Mid Cap Fund Growth, Sundaram Mid Cap Growth, Mirae Asset Midcap Fund Regular Growth, Franklin India Mid Cap Fund Growth. HSBC Midcap Fund Growth has a sharpe ratio of 0.99 & a standard deviation of 19.94%.
FAQs
According to the morning star rating HSBC Midcap Fund Growth has a High risk & Exceptional return.
HSBC Midcap Fund Growth is managed by Cheenu Gupta,Mayank Chaturvedi.
The expense ratio of HSBC Midcap Fund Growth is 3.59%.
The 5 year annualized return on HSBC Midcap Fund Growth is 18.84% & it has generated 16.35% in the last 1 year.
The minimum investment in HSBC Midcap Fund Growth is 5000 Rs.
HSBC Midcap Fund Growth has an AUM of 13386.58 crores.
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