HSBC Midcap Fund - Regular Plan - Growth

NAV 323.12(-2.38%)
Feb 14, 2025
HSBC Midcap Fund - Regular Plan - Growth
AUM
₹10,752 Cr
Expense (%)
1.74
Turnover (%)
91.00
Benchmark
Nifty Midcap 150 - TRI
Asset Quality
Mid, Green
Differs from benchmark (%)
71.19

3Yr Rolling Returns(%)

Benchmark# : undefined
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Top 10 Holdings

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FAQ : HSBC Midcap Fund - Regular Plan - Growth

HSBC Midcap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 16.58 20.11 20.37 17.08
Average Rolling Returns(%) 20.91 18.77 17.97 17.47

The Current NAV of HSBC Midcap Fund - Regular Plan - Growth is ₹323.12.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.

HSBC Midcap Fund - Regular Plan - Growth fund’s expense ratio is 1.74%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HSBC Midcap Fund - Regular Plan - Growth is currently ₹10,753 Crores.

The Top three stocks are CG Power & Indl.Soln, Persistent Systems and PB Fintech and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 41% of fund’s portfolio respectively.

Top three sectors of HSBC Midcap Fund - Regular Plan - Growth fund are Capital Goods, BFSI and IT accounting for 53% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of HSBC Midcap Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.

Cheenu Gupta and Venugopal Manghat manage the HSBC Midcap Fund - Regular Plan - Growth Fund.

HSBC Midcap Fund - Regular Plan - Growth current PE ratio is 67.00 and PB ratio is 13.56

The asset allocation of HSBC Midcap Fund - Regular Plan - Growth is Stocks : 99.10%, Debt : 0.87% and Gold : 0%

The minimum SIP amount for HSBC Midcap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for HSBC Midcap Fund - Regular Plan - Growth is Nil upto 10% of units and 1% for above the limits on or before 1 year, Nil after 1 year

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