HSBC Midcap Fund Growth

HSBC Midcap Fund Growth

+24.85%
3Y annualised
-0.90% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jul '26
₹454.25
Min. for SIP
₹500
Fund size (AUM)
₹15,351.91 Cr
Expense ratio
2.30%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹66,951
+11.58%
3 years₹1,80,000₹2,32,667
+29.26%
5 years₹3,00,000₹4,95,620
+65.21%
10 years₹6,00,000₹15,33,523
+155.59%

Holdings (83)

NameSectorInstrumentsAssets
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity4.67%
The Federal Bank LtdFinancialEquity4.21%
GE T&D India LtdIndustrialsEquity3.98%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity3.84%
PB Fintech LtdFinancialEquity3.76%
DEWAN HOUSING FINANCE CORP. LTD. EQFinancialEquity3.66%
Aditya Infotech Ltd.TechnologyEquity3.54%
Billionbrains Garage Ventures Ltd.FinancialEquity3.28%
Bharat Forge LtdConsumer DiscretionaryEquity3.19%
RepoUnspecifiedRepo3.05%
Meesho Ltd.Consumer DiscretionaryEquity2.87%
Thermax LtdIndustrialsEquity2.78%
Apar Industries LtdDiversifiedEquity2.55%
Hitachi Energy India LtdIndustrialsEquity2.53%
Mankind Pharma Ltd.HealthcareEquity2.47%
Nippon Life India Asset Management LtdFinancialEquity2.39%
Radico Khaitan LtdConsumer StaplesEquity2.28%
JSW Energy LtdEnergy & UtilitiesEquity2.06%
Netweb Technologies India Ltd.TechnologyEquity2.06%
Lupin LtdHealthcareEquity1.94%
Indian BankFinancialEquity1.93%
AU Small Finance Bank LtdFinancialEquity1.90%
Mahindra & Mahindra Financial Services LtdFinancialEquity1.82%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.77%
Ather Energy Ltd.Consumer DiscretionaryEquity1.73%
Ipca Laboratories LtdHealthcareEquity1.69%
City Union Bank LtdFinancialEquity1.67%
Aditya Birla Capital LtdFinancialEquity1.63%
Multi Commodity Exchange Of India LtdFinancialEquity1.63%
Data Patterns (India) LtdIndustrialsEquity1.62%
Godfrey Phillips India LtdConsumer StaplesEquity1.57%
Thyrocare Technologies LtdHealthcareEquity1.56%
TD Power Systems LtdIndustrialsEquity1.45%
Bharat Heavy Electricals LtdIndustrialsEquity1.42%
Syngene International LtdHealthcareEquity1.39%
Cochin Shipyard LtdIndustrialsEquity1.25%
Polycab India LtdIndustrialsEquity1.22%
Kei Industries LtdIndustrialsEquity1.19%
Navin Fluorine International LtdMaterialsEquity1.12%
Atlanta Electricals Ltd.IndustrialsEquity1.07%
Avalon Technologies Ltd.IndustrialsEquity1.04%
BSE LtdFinancialEquity0.96%
Kirloskar Oil Engines LtdIndustrialsEquity0.96%
Poly Medicure LtdHealthcareEquity0.85%
Triveni Turbine LtdIndustrialsEquity0.67%
Jindal Steel & Power LtdMaterialsEquity0.59%
NTPC Green Energy Ltd.Energy & UtilitiesEquity0.53%
JSW Steel LtdMaterialsEquity0.51%
National Aluminium Company LtdMaterialsEquity0.48%
TVS Motor Company LtdConsumer DiscretionaryEquity0.48%
Schaeffler India LtdIndustrialsEquity0.41%
Safari Industries (India) LtdConsumer DiscretionaryEquity0.40%
CreditAccess Grameen LtdFinancialEquity0.37%
CG Power & Industrial Solutions LtdIndustrialsEquity0.33%
ACME Solar Holdings Ltd.Energy & UtilitiesEquity0.33%
Kaynes Technology India LtdIndustrialsEquity0.33%
Anthem Biosciences Ltd.HealthcareEquity0.32%
Bharti Hexacom Ltd.TechnologyEquity0.10%
Hindalco Industries LtdMaterialsEquity0.09%
Oil India LtdEnergy & UtilitiesEquity0.07%
Johnson Controls - Hitachi Air Conditioning India LtdIndustrialsEquity0.07%
Tata Steel LtdMaterialsEquity0.04%
Crisil LtdIndustrialsEquity0.04%
IDFC First Bank LtdFinancialEquity0.04%
Coforge LtdTechnologyEquity0.04%
Mazagon Dock Shipbuilders LtdIndustrialsEquity0.03%
Muthoot Finance LtdFinancialEquity0.03%
Max Financial Services LtdFinancialEquity0.03%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity0.02%
Swiggy Ltd.TechnologyEquity0.02%
JK Cement LtdMaterialsEquity0.02%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity0.01%
Max Healthcare Institute LtdHealthcareEquity0.01%
Sundaram Finance LtdFinancialEquity0.01%
Biocon LtdHealthcareEquity0.01%
Persistent Systems LtdTechnologyEquity0.01%
APL Apollo Tubes LtdIndustrialsEquity0.01%
Zomato LtdTechnologyEquity0.00%
Ashok Leyland LtdIndustrialsEquity0.00%
Bharat Electronics LtdIndustrialsEquity0.00%
Abbott India LtdHealthcareEquity0.00%
Gabriel India LtdConsumer DiscretionaryEquity0.00%
Net PayablesUnspecifiedNet Payables-2.00%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+24.9%+17.8%+16.9%+19.0%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)16----

Exit load, stamp duty and tax

Exit load

Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
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WhiteOak Capital Mid Cap Fund Growth
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Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
+5.25%+22.17%17,748.32
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
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Sundaram Mid Cap Fund Growth
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Compare

Fund management

CG
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.

About HSBC Midcap Fund Growth

HSBC Midcap Fund Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Mayank Chaturvedi is the Current Fund Manager of HSBC Midcap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,48,094 Cr and the Latest NAV as of 16 Jul 2026 is ₹454.25. The HSBC Midcap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. ;

Investment Objective

To generate capital appreciation by investing primarily in midcap stocks. The Scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100 Index.
Fund benchmarkNIFTY Midcap 150 Total Return Index

Fund house

Rank (total assets)#21 in India
Total AUM₹1,48,093.96 Cr
Date of Incorporation27 May 2002
Launch Date27 May 2002
Address9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
CustodianHDFC Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,