HSBC Midcap Fund – Direct Growth

Equity · Mid Cap
 · ★★
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.68 %
Expense Ratio
★★
Rating
9,724
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 28 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 58.9% 23.6% 19.9% 20.5%
Category Average 29.5% 15.1% 15.2% -

Scheme Allocation

By Holding
By Sector
By Asset
2.59%
Others
86.16%
View all Holdings
Holdings Sector Instrument Asset
Sundaram Finance Finance Equity 3.19%
Ratnamani Metals Steel Equity 2.89%
Power Fin.Corpn. Finance Equity 2.66%
Bosch Auto Ancillaries Equity 2.59%
Cummins India Capital Goods-Non Electrical Equipment Equity 2.51%
Godrej Propert. Realty Equity 2.45%
Ipca Labs. Pharmaceuticals Equity 2.39%
Lupin Pharmaceuticals Equity 2.36%
Multi Comm. Exc. Miscellaneous Equity 2.33%
AIA Engineering Castings, Forgings & Fastners Equity 2.33%
Indian Bank Banks Equity 2.33%
Trent Retail Equity 2.28%
Abbott India Pharmaceuticals Equity 2.26%
CRISIL Credit Rating Agencies Equity 2.2%
Indian Hotels Co Hotels & Restaurants Equity 2.2%
Max Healthcare Healthcare Equity 2.08%
APL Apollo Tubes Steel Equity 2.06%
HDFC AMC Finance Equity 2.05%
Oberoi Realty Realty Equity 1.96%
TVS Motor Co. Automobile Equity 1.93%
3M India Diversified Equity 1.86%
Oil India Crude Oil & Natural Gas Equity 1.83%
Jindal Stain. Steel Equity 1.75%
Bayer Crop Sci. Agro Chemicals Equity 1.72%
The Ramco Cement Cement Equity 1.7%
Max Financial Finance Equity 1.68%
Tata Comm Telecomm-Service Equity 1.66%
Bharat Electron Aerospace & Defence Equity 1.54%
Godfrey Phillips Tobacco Products Equity 1.49%
Canara Bank Banks Equity 1.45%
Alkem Lab Pharmaceuticals Equity 1.33%
NTPC Power Generation & Distribution Equity 1.23%
PB Fintech. IT - Software Equity 1.23%
Supreme Inds. Plastic products Equity 1.21%
Punjab Natl.Bank Banks Equity 1.17%
Torrent Power Power Generation & Distribution Equity 1.16%
Voltas Consumer Durables Equity 1.14%
Balkrishna Inds Tyres Equity 1.12%
Birlasoft Ltd IT - Software Equity 1.1%
Emami FMCG Equity 1.01%
Sundram Fasten. Auto Ancillaries Equity 1%
Federal Bank Banks Equity 0.99%
Phoenix Mills Realty Equity 0.96%
Syngene Intl. Pharmaceuticals Equity 0.95%
Zydus Lifesci. Pharmaceuticals Equity 0.91%
Coromandel Inter Fertilizers Equity 0.89%
Dalmia BharatLtd Cement Equity 0.89%
ERIS Lifescience Pharmaceuticals Equity 0.87%
Suven Pharma Pharmaceuticals Equity 0.87%
Sonata Software IT - Software Equity 0.86%
Persistent Sys IT - Software Equity 0.83%
Gujarat Fluoroch Chemicals Equity 0.79%
Mphasis IT - Software Equity 0.77%
Blue Dart Expres Logistics Equity 0.76%
KPIT Technologi. IT - Software Equity 0.75%
Pfizer Pharmaceuticals Equity 0.74%
Exide Inds. Auto Ancillaries Equity 0.73%
Tube Investments Auto Ancillaries Equity 0.72%
Thermax Capital Goods-Non Electrical Equipment Equity 0.69%
General Insuranc Insurance Equity 0.66%
Tech Mahindra IT - Software Equity 0.65%
Bajaj Auto Automobile Equity 0.64%
Castrol India Chemicals Equity 0.64%
Cholaman.Inv.&Fn Finance Equity 0.59%
H.G. Infra Engg. Infrastructure Developers & Operators Equity 0.56%
Johnson Con. Hit Consumer Durables Equity 0.53%
Timken India Bearings Equity 0.53%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 0.52%
Crompton Gr. Con Consumer Durables Equity 0.51%
Shree Cement Cement Equity 0.45%
Radico Khaitan Alcoholic Beverages Equity 0.4%
KEI Industries Cables Equity 0.37%
Kajaria Ceramics Ceramic Products Equity 0.33%
Laurus Labs Pharmaceuticals Equity 0.27%
J K Cements Cement Equity 0.19%
A B B Capital Goods - Electrical Equipment Equity 0.18%
Industrial Products
12.42%
Pharmaceuticals & Biotech
12%
Finance
8.64%
Auto Components
6.16%
Banks
5.94%
Others
54.84%
View all Sectors
Sectors Asset
Industrial Products 12.42%
Pharmaceuticals & Biotech 12%
Finance 8.64%
Auto Components 6.16%
Banks 5.94%
Realty 5.37%
IT-Software 4.96%
Capital Markets 4.38%
Cement & Cement Products 3.23%
Healthcare Services 3.03%
Fertilisers & Agrochemica 2.61%
Automobiles 2.57%
Consumer Durables 2.51%
Power 2.39%
Insurance 2.34%
Retailing 2.28%
Leisure Services 2.2%
Diversified 1.86%
Oil 1.83%
Ferrous Metals 1.75%
Telecom-Services 1.66%
Aerospace & Defense 1.54%
CigaretteS & Tobacco Prod 1.49%
Financial Technology (Fin 1.23%
Personal Products 1.01%
Electrical Equipments 0.87%
Chemicals & Petrochemical 0.79%
Transport Services 0.76%
Debt 0.7%
Petroleum Products 0.64%
Construction 0.56%
Beverages 0.4%
Cash & Others -0.12%
Equity
99.42%
Reverse Repos
0.7%
Net Curr Ass/Net Receivables
-0.12%
Others
0%

Advance Ratio

0.92
Alpha
3.48
SD
0.77
Beta
1.28
Sharpe

Exit Load

Exit Load If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment: Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.

Fund Objective

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and lowest constituent of the Nifty Free Float Midcap 100.

Fund Managers

Vihang Naik - Fund Manager

Vihang Naik is a fund manager at L&T Investment Management with an overall experience of 11 years in equity research. He manages L&T Long Term Advantage Fund and L&T Emerging Opportunities Fund and co-manages L&T Midcap Fund. Before this, he was a Research Analyst with MF Global Sify Securities, Motilal Oswal Securities and SBI Cap Limited. He manages an AUM of INR 29,807 crores.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HSBC Mutual Fund
AUM:
1,02,162 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

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Frequently Asked Questions

How to invest in HSBC Midcap Fund – Direct Growth ?

You can invest in HSBC Midcap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HSBC Midcap Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of HSBC Midcap Fund – Direct Growth ?

The NAV of HSBC Midcap Fund – Direct Growth is ₹349.9 as of 28 March 2024.

How to redeem HSBC Midcap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HSBC Midcap Fund – Direct Growth?

The minimum SIP amount of HSBC Midcap Fund – Direct Growth is ₹500

What are the top sectors HSBC Midcap Fund – Direct Growth has invested in?

The top sectors HSBC Midcap Fund – Direct Growth has invested in are
  1. Industrial Products - 12.42%
  2. Pharmaceuticals & Biotech - 12%
  3. Finance - 8.64%
  4. Auto Components - 6.16%
  5. Banks - 5.94%

Can I make investments in both the SIP and Lump Sum schemes of HSBC Midcap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of HSBC Midcap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have HSBC Midcap Fund – Direct Growth generated ?

The HSBC Midcap Fund – Direct Growth has delivered 20.5% since inception

What is the expense ratio of HSBC Midcap Fund – Direct Growth ?

The expense ratio of HSBC Midcap Fund – Direct Growth is 0.68 % as of 28 March 2024.

What is the AUM of HSBC Midcap Fund – Direct Growth?

The AUM of HSBC Midcap Fund – Direct Growth is ₹1,02,162 Cr as of 28 March 2024

What are the top stock holdings of HSBC Midcap Fund – Direct Growth?

The top stock holdings of HSBC Midcap Fund – Direct Growth are
  1. Sundaram Finance - 3.19%
  2. Ratnamani Metals - 2.89%
  3. Power Fin.Corpn. - 2.66%
  4. Bosch - 2.59%
  5. Cummins India - 2.51%

How can I redeem my investments in HSBC Midcap Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Midcap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now