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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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NAV: 12 Dec 2025
₹453.60
Rating
3
Min. SIP amount
₹500
Fund size
₹12,548.61Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (79)
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Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 24.7% | 22.4% | 17.6% | 20.0% |
| Category average | 20.5% | 22.2% | 16.5% | NA |
| Rank with in category | 8 | 16 | NA | NA |
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Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | 5 | 4.5% | 26.6% | 4,075.13 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 1.6% | 26.1% | 12,646.93 |
HDFC Mid Cap Fund Direct Growth | 5 | 4.9% | 25.4% | 92,168.85 |
Motilal Oswal Midcap Fund Direct Growth | 5 | -10.7% | 25.1% | 38,002.68 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 1.0% | 24.3% | 42,041.60 |
Expense ratio, exit load and tax
Expense ratio: 0.64%
Inclusive of GST
Exit load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns 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.
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Check past data
Fund management
Mayank ChaturvediOct 2025 - PresentView details
Mayank Chaturvedi
Oct 2025 - Present
View details
Education
Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)
Experience
Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.
Also manages these schemes
Fund house & investment objective
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
HSBC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.comPros and cons
Category: Equity Mid Cap
Pros
Lower expense ratio: 0.64%
3Y, 5Y and 10Y annualised returns higher than category average
Higher alpha: 2.66
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y
Cons
1Y annualised returns lower than category average by 2.16%
Compare funds
HSBC Midcap Fund Direct Growth
VS
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