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HSBC Midcap Fund - Regular Growth

Fund House:
HSBC Mutual Fund
Category:
Equity: Mid Cap
Status:
Open Ended Schemes
Launch Date:
09-08-2004
ISIN Number:
INF917K01254
Minimum Investment:
5000
Minimum SIP:
1000
Total Assets: (29-11-2024):
11913.05
Nav (20-12-2024)
406.7171
CAGR Since Inception:
19.94
Benchmark:
NIFTY Midcap 150 TRI
Expense Ratio (30-11-2024)::
1.72 %
Risko-Meter:
Very High
Exit Load:
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
HSBC Midcap Fund - Regular Growth 44.35 38.5 27.26 25.6 17.77
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 58.39 45.57 36.68 33.12 20.68
Invesco India Midcap Fund - Growth Option 48.33 37.76 26.86 28.54 18.36
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 43.08 36.76 27.47 30.4 19.25
Kotak Emerging Equity Scheme - Growth 36.96 31.35 24.34 27.32 18.82
JM Midcap Fund (Regular) - Growth 36.82 37.56 0 0 0
Franklin India Prima Fund-Growth 36.57 32.66 23.99 23.61 16.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 36.34 35.93 0 0 0
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 35.64 33.75 0 0 0
Sundaram Mid Cap Fund Regular Plan - Growth 35.63 33.99 26.68 24.79 16.35
Fund Manager
Venugopal Manghat, Cheenu Gupta, Sonal Gupta:
Scheme Objective
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On HSBC Midcap Fund - Regular Growth NIFTY 50 TRI Equity: Mid Cap
CAGR since inception 19.94% 13.95% 21.06%
1 Year 44.35% 12.84% 32.91%
3 Year 27.26% 13.73% 23.47%
5 Year 25.60% 15.28% 26.40%
10 Year 17.77% 12.46% 17.10%
Nav / Index Value as on2024-12-22 11,913.05% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 0.15
Cash & Cash Equivalents 1.55
Equity 98.3
Company Holding
SUZLON ENERGY LIMITED 4.78
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED 4.64
DIXON TECHNOLOGIES (INDIA) LIMITED 4.04
PB FINTECH LIMITED 3.74
TRENT LIMITED 3.62
ZOMATO LIMITED 3.55
JSW ENERGY LIMITED 3.46
HDFC ASSET MANAGEMENT COMPANY LTD 3.4
CUMMINS INDIA LIMITED 2.84
MAX HEALTHCARE INSTITUTE LIMITED 2.75
FAQ's of HSBC Midcap Fund - Regular Growth
How do I use the SIP Calculator to calculate HSBC Mutual Fund ?

To calculate the HSBC Mutual Fund :

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4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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HSBC Midcap Fund - Regular Growth