HSBC Midcap Fund Direct Growth

Equity
Mid Cap
Very High Risk
28.20%
3Y annualised
-0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Mar 2023₹218.85
Min. SIP amount₹1,000
Rating2
Fund size₹6,980.71Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.5%28.2%8.6%17.2%
Category average0.6%32.3%10.7%NA
Rank with in category192018NA
Understand terms

Holdings (94)

NameSectorInstrumentAssets
Ratnamani Metals & Tubes Ltd.Metals & MiningEquity3.3%
Emami Ltd.Consumer StaplesEquity2.6%
Cummins India Ltd.Capital GoodsEquity2.5%
Sundaram Finance Ltd.FinancialEquity2.4%
Abbott India Ltd.HealthcareEquity2.3%
Bosch Ltd.AutomobileEquity2.3%
The Indian Hotels Company Ltd.ServicesEquity2.1%
Crisil Ltd.ServicesEquity2.1%
Ipca Laboratories Ltd.HealthcareEquity2.0%
Indian BankFinancialEquity1.9%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

Lower expense ratio: 0.74%
3Y and 5Y annualised returns lower than category average
1Y and 10Y annualised returns higher than category average
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.74%

Inclusive of GST

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 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Vihang Naik
Jun 2016 - Present
View details

Education
Mr. Naik is a CFA & BMS.
Experience
Prior to joining HSBC Mutual Fund, he was associated with L&T Mutual Fund, MF Global, Motilal Oswal Securities and SBICAP Securities.
Also manages these schemes

Cheenu Gupta
Nov 2022 - Present
View details

Education
Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Experience
Prior to joining HSBC Mutual Fund, she has worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3, Nesco Complex,Western Express Highway, Goregaon East, Mumbai 400063
Phone
022-66145000 / 66668819 / 1800-200-2434
Launch Date
27 May 2002
Website
NA
HSBC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

HSBC Midcap Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2023 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.8.0
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI