How to Invest in HSBC Mid Cap Fund(Ex) Direct Growth?

You can easily invest in HSBC Mid Cap Fund(Ex) Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for HSBC Mid Cap Fund(Ex) Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in HSBC Mid Cap Fund(Ex) Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HSBC Mid Cap Fund(Ex) Direct Growth provide?

The HSBC Mid Cap Fund(Ex) Direct Growth has been there from 24 Sep 2021 and the average annual returns provided by this fund is -3.03% since its inception.

How much expense ratio is charged by HSBC Mid Cap Fund(Ex) Direct Growth?

The term Expense Ratio used for HSBC Mid Cap Fund(Ex) Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of HSBC Mid Cap Fund(Ex) Direct Growth is 0.70% as of 22 Nov 2024...

What is the AUM of HSBC Mid Cap Fund(Ex) Direct Growth?

The AUM, short for Assets Under Management of HSBC Mid Cap Fund(Ex) Direct Growth is ₹1,082.16Cr as of 22 Nov 2024.

How to Redeem HSBC Mid Cap Fund(Ex) Direct Growth?

If you want to sell your HSBC Mid Cap Fund(Ex) Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HSBC Mid Cap Fund(Ex) Direct Growth?

You can select either SIP or Lumpsum investment of HSBC Mid Cap Fund(Ex) Direct Growth based on your investment objective and risk tolerance.

What is the NAV of HSBC Mid Cap Fund(Ex) Direct Growth?

The NAV of HSBC Mid Cap Fund(Ex) Direct Growth is ₹9.61 as of 25 Nov 2022.

What is the PE and PB ratio of HSBC Mid Cap Fund(Ex) Direct Growth?

The PE ratio ratio of HSBC Mid Cap Fund(Ex) Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

HSBC Mid Cap Fund(Ex) Direct Growth - NAV, Mutual Fund Performance & Portfolio

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HSBC Mid Cap Fund(Ex) Direct   Growth
Equity
Mid Cap
Very High Risk
1M
6M
1Y
All
  NAV: 25 Nov 2022₹9.61
Min. SIP amountNot Supported
RatingNA
Fund size₹1,082.16Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Mid Cap
Absolute returns
3M6M1YAll
Fund returns1.1%12.5%-3.0%-3.9%
Category averageNANA32.1%NA
Rank with in category263028NA
Understand terms
Peer ComparisonEquity, Mid Cap fundsRating1Y3YFund Size(Cr)
Motilal Oswal Midcap Fund Direct Growth
5
60.1%33.3%18,604.02
HDFC Mid Cap Opportunities Direct Plan Growth
4
33.0%25.9%77,682.90
Nippon India Growth Fund Direct  Growth
4
36.9%23.8%35,208.97
Quant Mid Cap Fund Direct Growth
5
25.9%22.7%9,500.70
Kotak Emerging Equity Fund Direct Growth
4
37.4%21.9%52,626.72
Holdings (50)NameSectorInstrumentAssets
The Federal Bank Ltd.
FinancialEquity3.65%
APL Apollo Tubes Ltd.
Metals & MiningEquity3.49%
ICICI Bank Ltd.
FinancialEquity3.36%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity3.28%
Multi Commodity Exchange Of India Ltd.
ServicesEquity3.12%
PI Industries Ltd.
ChemicalsEquity3.00%
Ashok Leyland Ltd.
AutomobileEquity2.83%
ABB India Ltd.
Capital GoodsEquity2.82%
The Indian Hotels Company Ltd.
ServicesEquity2.78%
Carborundum Universal Ltd.
Metals & MiningEquity2.74%
Laurus Labs Ltd.
HealthcareEquity2.73%
Navin Fluorine International Ltd.
ChemicalsEquity2.73%
Dixon Technologies (India) Ltd.
Capital GoodsEquity2.71%
Polycab India Ltd.
Capital GoodsEquity2.57%
Max Healthcare Institute Ltd.
HealthcareEquity2.53%
Kajaria Ceramics Ltd.
ConstructionEquity2.50%
Radico Khaitan Ltd.
Consumer StaplesEquity2.41%
Vinati Organics Ltd.
ChemicalsEquity2.37%
SRF Ltd.
DiversifiedEquity2.36%
Max Financial Services Ltd.
FinancialEquity2.29%
Dalmia Bharat Ltd.
ConstructionEquity2.22%
ACC Ltd.
ConstructionEquity2.21%
Phoenix Mills Ltd.
ConstructionEquity1.98%
Emami Ltd.
Consumer StaplesEquity1.97%
Aditya Birla Fashion and Retail Ltd.
ServicesEquity1.96%
Metropolis Healthcare Ltd.
HealthcareEquity1.95%
Gujarat Gas Ltd.
EnergyEquity1.92%
United Breweries Ltd.
Consumer StaplesEquity1.91%
Sona BLW Precision Forgings Ltd.
AutomobileEquity1.72%
Page Industries Ltd.
TextilesEquity1.61%
Rainbow Childrens Medicare Ltd.
HealthcareEquity1.50%
INOX Leisure Ltd.
ServicesEquity1.42%
Coforge Ltd.
TechnologyEquity1.41%
Persistent Systems Ltd.
TechnologyEquity1.37%
Oberoi Realty Ltd.
ConstructionEquity1.37%
Aarti Industries Ltd.
ChemicalsEquity1.29%
Balkrishna Industries Ltd.
AutomobileEquity1.27%
RateGain Travel Technologies Ltd.
TechnologyEquity1.25%
Motherson Sumi Wiring India Ltd.
AutomobileEquity1.21%
Mphasis Ltd.
TechnologyEquity1.10%
Arvind Ltd.
TextilesEquity1.03%
JK Cement Ltd
ConstructionEquity1.00%
Indraprastha Gas Ltd.
EnergyEquity0.99%
Alkem Laboratories Ltd.
HealthcareEquity0.85%
Jindal Steel & Power Ltd.
Metals & MiningEquity0.85%
Ipca Laboratories Ltd.
HealthcareEquity0.84%
Atul Ltd.
ChemicalsEquity0.77%
Prestige Estates Projects Ltd.
ConstructionEquity0.74%
Canara Bank
FinancialEquity0.54%
Aarti Pharmalabs Ltd.
ServicesEquity0.10%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Groww Invest Tech Pvt. Ltd. (Formerly known as Nextbillion Technology Pvt. Ltd) (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Mid Cap
Pros
Lower expense ratio: 0.83%
Cons
1Y annualised returns lower than category average by 5.58%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Nov 2022 - Present
0.70%
30 Nov 2022 - 30 Nov 2022
0.70%
30 Nov 2022 - 30 Nov 2022
0.70%
31 Oct 2022 - 30 Nov 2022
0.83%
31 Oct 2022 - 31 Oct 2022
0.83%
31 Oct 2022 - 31 Oct 2022
0.83%
31 Oct 2022 - 31 Oct 2022
0.83%
30 Sep 2022 - 31 Oct 2022
0.83%
30 Sep 2022 - 30 Sep 2022
0.83%
30 Sep 2022 - 30 Sep 2022
0.83%
30 Sep 2022 - 30 Sep 2022
0.83%
31 Aug 2022 - 30 Sep 2022
0.84%
31 Aug 2022 - 31 Aug 2022
0.84%
31 Aug 2022 - 31 Aug 2022
0.84%
31 Jul 2022 - 31 Aug 2022
0.83%
31 Jul 2022 - 31 Jul 2022
0.83%
31 Jul 2022 - 31 Jul 2022
0.83%
30 Jun 2022 - 31 Jul 2022
0.83%
30 Jun 2022 - 30 Jun 2022
0.83%
30 Jun 2022 - 30 Jun 2022
0.83%
31 May 2022 - 30 Jun 2022
0.84%
31 May 2022 - 31 May 2022
0.84%
31 May 2022 - 31 May 2022
0.84%
30 Apr 2022 - 31 May 2022
0.83%
30 Apr 2022 - 30 Apr 2022
0.83%
30 Apr 2022 - 30 Apr 2022
0.83%
31 Mar 2022 - 30 Apr 2022
0.85%
31 Mar 2022 - 31 Mar 2022
0.85%
31 Mar 2022 - 31 Mar 2022
0.85%
28 Feb 2022 - 31 Mar 2022
0.84%
28 Feb 2022 - 28 Feb 2022
0.84%
28 Feb 2022 - 28 Feb 2022
0.84%
31 Jan 2022 - 28 Feb 2022
0.83%
31 Jan 2022 - 31 Jan 2022
0.83%
31 Dec 2021 - 31 Jan 2022
0.82%
31 Dec 2021 - 31 Dec 2021
0.82%
30 Nov 2021 - 31 Dec 2021
0.82%
31 Oct 2021 - 30 Nov 2021
0.83%
30 Sep 2021 - 31 Oct 2021
0.83%
Expense ratio, exit load and taxExpense ratio: 0.70%Inclusive of GST
Exit loadExit load of 1% if redeemed wihin 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementAnkur Arora
Sep 2021 - Present
View details
Education
Mr. Arora is a B.Com (H) from Guru Nanak Dev University and PGDM in Management from IIM
Experience
Prior to joining HSBC Mutual Fund he has worked with IDFC AMC, ING investments Management (India) Pvt. Ltd., Macquarie Capital Securities, Evalueserve Pvt. Ltd. and UTI Asset Management Co. Pvt Ltd.
Also manages these schemes
HSBC Large Cap Fund Direct Growth
HSBC Small Cap Equity Fund Direct Growth
HSBC Focused Fund Direct   Growth
HSBC Mid Cap Fund(Ex) Direct   Growth
HSBC Business Cycles Fund Direct Growth
Fund house & investment objective
HSBC Mutual Fund
Rank (total assets)#21 in India
Total AUM₹1,18,706.31Cr
Date of Incorporation27 May 2002
    HSBC Mid Cap Fund(Ex) Direct   Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund.     This scheme was made available to investors on 27 May 2002.     Ankur Arora is the Current Fund Manager of HSBC Mid Cap Fund(Ex) Direct   Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹1,18,706 Cr and     the Latest NAV as of 25 Nov 2022 is ₹9.61.  

    The HSBC Mid Cap Fund(Ex) Direct   Growth is rated Very High risk.     Minimum SIP Investment is set to ₹500.          Exit load of 1% if redeemed wihin 1 year.
  ;
Investment ObjectiveThe scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies. 
 
;
Fund benchmarkBSE 150 MidCap Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
E-mail
NA
Website
www.assetmanagement.hsbc.co.in
HSBC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
HSBC Mid Cap Fund(Ex) Direct   Growth
VS
Add mutual fund to compare

	3M	6M	1Y	All
Fund returns	1.1%	12.5%	-3.0%	-3.9%
Category average	NA	NA	32.1%	NA
Rank with in category	26	30	28	NA

Equity, Mid Cap funds	Rating	1Y	3Y	Fund Size(Cr)
Motilal Oswal Midcap Fund Direct Growth	5	60.1%	33.3%	18,604.02
HDFC Mid Cap Opportunities Direct Plan Growth	4	33.0%	25.9%	77,682.90
Nippon India Growth Fund Direct Growth	4	36.9%	23.8%	35,208.97
Quant Mid Cap Fund Direct Growth	5	25.9%	22.7%	9,500.70
Kotak Emerging Equity Fund Direct Growth	4	37.4%	21.9%	52,626.72

Name	Sector	Instrument	Assets
The Federal Bank Ltd.	Financial	Equity	3.65%
APL Apollo Tubes Ltd.	Metals & Mining	Equity	3.49%
ICICI Bank Ltd.	Financial	Equity	3.36%
Cholamandalam Investment & Finance Company Ltd.	Financial	Equity	3.28%
Multi Commodity Exchange Of India Ltd.	Services	Equity	3.12%
PI Industries Ltd.	Chemicals	Equity	3.00%
Ashok Leyland Ltd.	Automobile	Equity	2.83%
ABB India Ltd.	Capital Goods	Equity	2.82%
The Indian Hotels Company Ltd.	Services	Equity	2.78%
Carborundum Universal Ltd.	Metals & Mining	Equity	2.74%
Laurus Labs Ltd.	Healthcare	Equity	2.73%
Navin Fluorine International Ltd.	Chemicals	Equity	2.73%
Dixon Technologies (India) Ltd.	Capital Goods	Equity	2.71%
Polycab India Ltd.	Capital Goods	Equity	2.57%
Max Healthcare Institute Ltd.	Healthcare	Equity	2.53%
Kajaria Ceramics Ltd.	Construction	Equity	2.50%
Radico Khaitan Ltd.	Consumer Staples	Equity	2.41%
Vinati Organics Ltd.	Chemicals	Equity	2.37%
SRF Ltd.	Diversified	Equity	2.36%
Max Financial Services Ltd.	Financial	Equity	2.29%
Dalmia Bharat Ltd.	Construction	Equity	2.22%
ACC Ltd.	Construction	Equity	2.21%
Phoenix Mills Ltd.	Construction	Equity	1.98%
Emami Ltd.	Consumer Staples	Equity	1.97%
Aditya Birla Fashion and Retail Ltd.	Services	Equity	1.96%
Metropolis Healthcare Ltd.	Healthcare	Equity	1.95%
Gujarat Gas Ltd.	Energy	Equity	1.92%
United Breweries Ltd.	Consumer Staples	Equity	1.91%
Sona BLW Precision Forgings Ltd.	Automobile	Equity	1.72%
Page Industries Ltd.	Textiles	Equity	1.61%
Rainbow Childrens Medicare Ltd.	Healthcare	Equity	1.50%
INOX Leisure Ltd.	Services	Equity	1.42%
Coforge Ltd.	Technology	Equity	1.41%
Persistent Systems Ltd.	Technology	Equity	1.37%
Oberoi Realty Ltd.	Construction	Equity	1.37%
Aarti Industries Ltd.	Chemicals	Equity	1.29%
Balkrishna Industries Ltd.	Automobile	Equity	1.27%
RateGain Travel Technologies Ltd.	Technology	Equity	1.25%
Motherson Sumi Wiring India Ltd.	Automobile	Equity	1.21%
Mphasis Ltd.	Technology	Equity	1.10%
Arvind Ltd.	Textiles	Equity	1.03%
JK Cement Ltd	Construction	Equity	1.00%
Indraprastha Gas Ltd.	Energy	Equity	0.99%
Alkem Laboratories Ltd.	Healthcare	Equity	0.85%
Jindal Steel & Power Ltd.	Metals & Mining	Equity	0.85%
Ipca Laboratories Ltd.	Healthcare	Equity	0.84%
Atul Ltd.	Chemicals	Equity	0.77%
Prestige Estates Projects Ltd.	Construction	Equity	0.74%
Canara Bank	Financial	Equity	0.54%
Aarti Pharmalabs Ltd.	Services	Equity	0.10%

Rank (total assets)	#21 in India
Total AUM	₹1,18,706.31Cr

Date of Incorporation	27 May 2002

Fund benchmark	BSE 150 MidCap Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

HSBC Mid Cap Fund(Ex) Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Holdings (50)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.70%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Ankur AroraSep 2021 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Ankur Arora
Sep 2021 - Present
View details