HSBC Midcap Fund - Regular Growth
NAV as on 06-10-2026
₹ 457.8322
₹
3.64
(
0.7941%)
AUM as on 31-08-2026
17,188.24 Cr
Rtn (Since Inception)
18.82%
HSBC Midcap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Mid Cap |
| Launch Date: | 09-08-2004 |
| Assets Class: | Equity |
| Benchmark: | Nifty Midcap 150 TRI |
| TER: | 2.25% As on (30-08-2026) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 5000.0 |
| Minimum Topup: | 1000.0 |
| Total Assets: | 17,188.24 Cr As on (31-08-2026) |
| Turn over: | 1.21 |
| 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. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| HSBC Midcap Fund Reg Gr | 09-08-2004 | 14.8 | 7.68 | 21.53 | 16.59 | 15.8 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
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Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
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