HSBC Midcap Fund – Direct Growth
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.68 %
Expense Ratio
Rating
10,342
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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 56.6% | 23.7% | 22% | 20.7% | ||||
| Category Average | 18.5% | 15.8% | 15.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.79
Alpha
3.48
SD
0.77
Beta
1.21
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
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 26,821
-
54.6%Fund Size - 26,821
-
29.6%Fund Size - 26,821
-
26.8%Fund Size - 26,821
-
- Equity .
- Mid Cap .
-
- 10,732
-
52.3%Fund Size - 10,732
-
26.5%Fund Size - 10,732
-
21.6%Fund Size - 10,732
-
- Equity .
- Mid Cap .
-
- 4,512
-
47.2%Fund Size - 4,512
-
25.8%Fund Size - 4,512
-
25.3%Fund Size - 4,512
-
- Equity .
- Mid Cap .
-
- 3,637
-
51.9%Fund Size - 3,637
-
25.3%Fund Size - 3,637
-
25%Fund Size - 3,637
-
- Equity .
- Mid Cap .
-
- 5,814
-
51%Fund Size - 5,814
-
24.9%Fund Size - 5,814
-
23.1%Fund Size - 5,814
AMC Contact Details
HSBC Mutual Fund
AUM:
1,09,951 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
More Funds from HSBC Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 120
-
26.5%Fund Size - 120
-
41.3%Fund Size - 120
-
15.9%Fund Size - 120
-
- Equity .
- Large & Mid Cap .
-
- 3,009
-
43.2%Fund Size - 3,009
-
22.2%Fund Size - 3,009
-
21%Fund Size - 3,009
-
- Equity .
- Value .
-
- 12,067
-
49.3%Fund Size - 12,067
-
26.9%Fund Size - 12,067
-
23.2%Fund Size - 12,067
-
- Equity .
- Small Cap .
-
- 300
-
28.2%Fund Size - 300
-
34.7%Fund Size - 300
-
16.5%Fund Size - 300
-
- Equity .
- Small Cap .
-
- 14,619
-
48.1%Fund Size - 14,619
-
31.7%Fund Size - 14,619
-
27.1%Fund Size - 14,619
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,930
-
36.8%Fund Size - 1,930
-
19.9%Fund Size - 1,930
-
19.7%Fund Size - 1,930
-
- Equity .
- Large Cap .
-
- 12,830
-
27.6%Fund Size - 12,830
-
16.3%Fund Size - 12,830
-
19.2%Fund Size - 12,830
-
- Equity .
- Large Cap .
-
- 26,137
-
37.7%Fund Size - 26,137
-
24.9%Fund Size - 26,137
-
19.2%Fund Size - 26,137
-
- Equity .
- Large Cap .
-
- 54,904
-
36.3%Fund Size - 54,904
-
21%Fund Size - 54,904
-
19.1%Fund Size - 54,904
-
- Equity .
- Large Cap .
-
- 874
-
30.9%Fund Size - 874
-
18.8%Fund Size - 874
-
18.6%Fund Size - 874
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 ₹365.2 as of 13 May 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
- Industrial Products - 12.42%
- Pharmaceuticals & Biotech - 12%
- Finance - 8.64%
- Auto Components - 6.16%
- 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 20.7% 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 13 May 2024.
What is the AUM of HSBC Midcap Fund – Direct Growth?
The AUM of HSBC Midcap Fund – Direct Growth is ₹1,09,951 Cr as of 13 May 2024
What are the top stock holdings of HSBC Midcap Fund – Direct Growth?
The top stock holdings of HSBC Midcap Fund – Direct Growth are
- Cummins India - 3.07%
- Power Fin.Corpn. - 2.76%
- Suzlon Energy - 2.75%
- Godrej Propert. - 2.55%
- Ipca Labs. - 2.52%
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.
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.