HSBC Midcap Fund Growth

HSBC Midcap Fund Growth

Equity
Mid Cap
Very High Risk
+25.23%
3Y annualised
+1.45% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Feb '26
₹407.24
Min. SIP amount
Not Supported
Fund size
₹12,175.46 Cr
Expense ratio
1.72%

Holdings (84)

NameSectorInstrumentsAssets
Ashok Leyland Ltd.AutomobileEquity5.05%
FSN E-Commerce Ventures Ltd.ServicesEquity4.78%
Multi Commodity Exchange Of India Ltd.ServicesEquity4.31%
GE Vernova T&D India LtdCapital GoodsEquity3.93%
The Federal Bank Ltd.FinancialEquity3.87%
PB Fintech Ltd.ServicesEquity3.75%
Bharat Electronics Ltd.Capital GoodsEquity3.40%
Coforge Ltd.TechnologyEquity3.23%
Billionbrains Garage Ventures Ltd.FinancialEquity3.16%
IDFC First Bank Ltd.FinancialEquity3.16%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity3.14%
BSE Ltd.ServicesEquity2.82%
Hitachi Energy India Ltd.Capital GoodsEquity2.68%
Max Financial Services Ltd.FinancialEquity2.67%
Piramal Finance Ltd.FinancialEquity2.65%
Persistent Systems Ltd.TechnologyEquity2.45%
City Union Bank Ltd.FinancialEquity2.29%
Polycab India Ltd.Capital GoodsEquity2.24%
ICICI Prudential Asset Management Company Ltd.FinancialEquity2.20%
Muthoot Finance Ltd.FinancialEquity2.09%
Bharti Hexacom Ltd.CommunicationEquity2.01%
Aditya Infotech Ltd.CommunicationEquity1.93%
Godfrey Phillips India Ltd.Consumer StaplesEquity1.85%
Radico Khaitan Ltd.Consumer StaplesEquity1.84%
Aditya Birla Capital Ltd.FinancialEquity1.83%
eClerx Services Ltd.ServicesEquity1.79%
Motherson Sumi Wiring India Ltd.AutomobileEquity1.57%
Nippon Life India Asset Management Ltd.FinancialEquity1.55%
Anthem Biosciences Ltd.HealthcareEquity1.52%
Thyrocare Technologies Ltd.HealthcareEquity1.51%
Eternal Ltd.ServicesEquity1.49%
Dixon Technologies (India) Ltd.Capital GoodsEquity1.38%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity1.35%
RBL Bank Ltd.FinancialEquity1.31%
Crisil Ltd.ServicesEquity1.13%
Indian BankFinancialEquity1.08%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.02%
AU Small Finance Bank Ltd.FinancialEquity0.98%
Titan Company Ltd.Consumer DiscretionaryEquity0.95%
Cummins India Ltd.Capital GoodsEquity0.76%
Kei Industries Ltd.Capital GoodsEquity0.75%
Kaynes Technology India Ltd.Capital GoodsEquity0.65%
Avalon Technologies Ltd.Capital GoodsEquity0.62%
Home First Finance Company India Ltd.FinancialEquity0.58%
Mankind Pharma Ltd.HealthcareEquity0.52%
JK Cement Ltd.ConstructionEquity0.48%
National Aluminium Company Ltd.Metals & MiningEquity0.45%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.41%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity0.35%
Gabriel India Ltd.AutomobileEquity0.34%
Firstsource Solutions Ltd.ServicesEquity0.25%
Transformers And Rectifiers India Ltd.Capital GoodsEquity0.16%
Bosch Home Comfort India Ltd.Consumer DiscretionaryEquity0.10%
SBI Cards And Payment Services Ltd.FinancialEquity0.09%
Mphasis Ltd.TechnologyEquity0.04%
KPIT Technologies Ltd.TechnologyEquity0.04%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity0.03%
IIFL Finance Ltd.FinancialEquity0.03%
Ipca Laboratories Ltd.HealthcareEquity0.03%
Global Health Ltd.HealthcareEquity0.02%
NTPC Green Energy Ltd.EnergyEquity0.02%
Swiggy Ltd.ServicesEquity0.02%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.02%
The Indian Hotels Company Ltd.ServicesEquity0.02%
Interglobe Aviation Ltd.ServicesEquity0.01%
Divi's Laboratories Ltd.HealthcareEquity0.01%
Biocon Ltd.HealthcareEquity0.01%
Max Healthcare Institute Ltd.HealthcareEquity0.01%
Bajaj Finance Ltd.FinancialEquity0.01%
Apar Industries Ltd.Consumer StaplesEquity0.01%
Sundaram Finance Ltd.FinancialEquity0.01%
HDB Financial Services Ltd.FinancialEquity0.00%
Abbott India Ltd.HealthcareEquity0.00%
Motilal Oswal Financial Services Ltd.FinancialEquity0.00%
TVS Motor Company Ltd.AutomobileEquity0.00%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.00%
Prestige Estates Projects Ltd.ConstructionEquity0.00%
Trent Ltd.ServicesEquity0.00%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.00%
L&T Technology Services Ltd.TechnologyEquity0.00%
Bharat Forge Ltd.AutomobileEquity0.00%
Blue Star Ltd.Consumer DiscretionaryEquity0.00%
Data Patterns (India) Ltd.Capital GoodsEquity0.00%
Oberoi Realty Ltd.ConstructionEquity0.00%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+25.2%+19.5%+17.3%+18.8%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)816----

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)
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
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HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
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WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
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Sundaram Mid Cap Fund Growth
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+13.39%+25.24%13,292.89
Motilal Oswal Midcap 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. Cheenu Gupta is the Current Fund Manager of HSBC Midcap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,36,937 Cr and the Latest NAV as of 09 Feb 2026 is ₹407.24. The HSBC Midcap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. 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₹1,36,936.80 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,