HSBC Midcap Fund
500
Min SIP
5,000
Min Lumpsum
0.72 %
Expense Ratio
Rating
7,048
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 14.3% | 26.6% | 10% | 18% | ||||
| Category Average | 14% | 25% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Ratnamani Metals
Abbott India
Bosch
Sundaram Finance
Indian Bank
Others
Advance Ratio
-0
Alpha
3.84
SD
0.74
Beta
0.51
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. |
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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
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 9,370
-
19.6%Fund Size - 9,370
-
40.8%Fund Size - 9,370
-
16.8%Fund Size - 9,370
-
- Equity .
- Mid Cap .
-
- 14,143
-
21.2%Fund Size - 14,143
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37.5%Fund Size - 14,143
-
16.6%Fund Size - 14,143
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- Equity .
- Mid Cap .
-
- 25,971
-
18.1%Fund Size - 25,971
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36.6%Fund Size - 25,971
-
16.4%Fund Size - 25,971
-
- Equity .
- Mid Cap .
-
- 3,662
-
16.7%Fund Size - 3,662
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35.8%Fund Size - 3,662
-
12.1%Fund Size - 3,662
-
- Equity .
- Mid Cap .
-
- 7,288
-
16.6%Fund Size - 7,288
-
33.5%Fund Size - 7,288
-
13.6%Fund Size - 7,288
AMC Contact Details
HSBC Mutual Fund
AUM:
12,789 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
Frequently Asked Questions
How to invest in HSBC Midcap Fund ?
You can invest in HSBC Midcap Fund 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 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 ?
The NAV of HSBC Midcap Fund is ₹239.7 as of 31 May 2023.
How to redeem HSBC Midcap Fund 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?
The minimum SIP amount of HSBC Midcap Fund is ₹500
What are the top sectors HSBC Midcap Fund has invested in??
The top sectors HSBC Midcap Fund has invested in are
- Ratnamani Metals - 3.24%
- Abbott India - 2.55%
- Bosch - 2.5%
- Sundaram Finance - 2.48%
- Indian Bank - 2.42%
How much returns have HSBC Midcap Fund generated ?
The HSBC Midcap Fund has delivered 18% since inception
What is the expense ratio of HSBC Midcap Fund ?
The expense ratio of HSBC Midcap Fund is 0.72 % as of 31 May 2023.
What is the AUM of HSBC Midcap Fund?
The AUM of HSBC Midcap Fund is ₹12,789 Cr as of 31 May 2023
What are the top stock holdings of HSBC Midcap Fund?
The top stock holdings of HSBC Midcap Fund are
- Ratnamani Metals - 3.24%
- Abbott India - 2.55%
- Bosch - 2.5%
- Sundaram Finance - 2.48%
- Indian Bank - 2.42%