Hsbc Midcap Fund Growth Direct Plan

Risk: Very High
₹ 437.75
NAV (Sep 6,2024)

HSBC Midcap Fund - Growth - Direct Plan is a mutual fund that aims to provide growth opportunities by investing in midcap stocks. With an expense ratio of 0.68%, this fund has a PE ratio of 44.73 and a PB ratio of 8.34. The scheme's assets under management (AUM) are INR 9206.26 crore. The minimum investment required is INR 5000, and there is no lock-in period. Established on January 1, 2013, this fund offers investors a chance to benefit from the potential of midcap companies.

Hsbc Midcap Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Midcap Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    60.24
  • P/B Ratio
    UM_URBAN_MONEY

    9.61
  • Alpha
    UM_URBAN_MONEY

    0.03
  • Beta
    UM_URBAN_MONEY

    0.97
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.27

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.65%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 10583.54 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 08, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,696.58 (16.97%)₹ 12,607.6 (26.08%)₹ 15,761.07 (57.61%)₹ 19,775.83 (97.76%)₹ 35,410.95 (254.11%)
₹ 30,000₹ 35,089.74 (16.97%)₹ 37,822.8 (26.08%)₹ 47,283.21 (57.61%)₹ 59,327.49 (97.76%)₹ 1,06,232.85 (254.11%)
₹ 50,000₹ 58,482.9 (16.97%)₹ 63,038 (26.08%)₹ 78,805.35 (57.61%)₹ 98,879.15 (97.76%)₹ 1,77,054.75 (254.11%)
₹ 80,000₹ 93,572.64 (16.97%)₹ 1,00,860.8 (26.08%)₹ 1,26,088.56 (57.61%)₹ 1,58,206.64 (97.76%)₹ 2,83,287.6 (254.11%)
₹ 1,00,000₹ 1,16,965.8 (16.97%)₹ 1,26,076 (26.08%)₹ 1,57,610.7 (57.61%)₹ 1,97,758.3 (97.76%)₹ 3,54,109.5 (254.11%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Suzlon Energy Limited3.83%
  • Cummins India Limited3.26%
  • Power Finance Corporation Limited3.01%
  • Bharat Heavy Electricals Limited2.94%
  • Godrej Properties Limited2.81%
  • Trent Limited2.46%
  • Oberoi Realty Limited2.44%
  • Prestige Estates Projects Limited2.41%
  • Indian Bank2.31%
  • Lupin Limited2.11%
  • Multi Commodity Exchange of India Limited2.07%
  • Bharat Electronics Limited2.04%
  • Jindal Stainless Limited1.99%
  • HDFC Asset Management Company Limited1.95%
  • Ratnamani Metals & Tubes Limited1.93%
  • The Indian Hotels Company Limited1.92%
  • KEI Industries Limited1.92%
  • Bharat Forge Limited1.81%
  • Max Healthcare Institute Limited1.81%
  • Godfrey Phillips India Limited1.80%
  • Exide Industries Limited1.74%
  • JSW Energy Limited1.70%
  • IPCA Laboratories Limited1.66%
  • Voltas Limited1.51%
  • Sundaram Finance Limited1.49%
  • Torrent Power Limited1.48%
  • CRISIL Limited1.44%
  • PB Fintech Limited1.40%
  • Federal Bank Limited1.37%
  • KPIT Technologies Limited1.33%
  • Phoenix Mills Limited1.24%
  • NTPC Limited1.21%
  • Persistent Systems Limited1.19%
  • Hindustan Petroleum Corporation Limited1.17%
  • Supreme Industries Limited1.16%
  • Apar Industries Limited1.12%
  • Dixon Technologies India Limited1.12%
  • Treps1.05%
  • Bosch Limited0.99%
  • Oil India Limited0.99%
  • CG Power and Industrial Solutions Limited0.98%
  • Thermax Limited0.95%
  • Mankind Pharma Limited0.94%
  • BEML Limited0.92%
  • Nippon Life India Asset Management Limited0.91%
  • Avenue Supermarts Limited0.90%
  • EIH Limited0.89%
  • HG Infra Engineering Limited0.88%
  • Hitachi Energy India Limited0.86%
  • Zomato Limited0.85%
  • Data Patterns India Limited0.84%
  • Container Corporation of India Limited0.82%
  • The Karnataka Bank Limited0.82%
  • NCC Limited0.79%
  • Eicher Motors Limited0.75%
  • Canara Bank0.75%
  • Bharti Hexacom Limited0.71%
  • Timken India Limited0.71%
  • Punjab National Bank Limited0.68%
  • Bajaj Auto Limited0.68%
  • Varun Beverages Limited0.68%
  • Tube Investments of India Limited0.68%
  • Bank of India0.63%
  • Cholamandalam Investment & Finance Company Limited0.62%
  • Johnson Control Hitachi Air Conditioning India Ltd0.60%
  • Suven Pharmaceuticals Limited0.60%
  • Birlasoft Limited0.59%
  • BSE Limited0.55%
  • Transformers And Rectifiers India Limited0.50%
  • Sonata Software Limited0.50%
  • Zydus Lifesciences Limited0.41%
  • APL Apollo Tubes Limited0.40%
  • Radico Khaitan Limited0.37%
  • REC Limited0.34%
  • Aarti Industries Limited0.29%
  • Sterling and Wilson Renewable Energy Limited0.27%
  • Global Health Limited0.26%
  • ABB India Limited0.25%
  • Abbott India Limited0.25%
  • LandT Technology Services Limited0.19%
  • Net Current Assets including cash & bank balances0.18%
  • Carborundum Universal Limited0.15%
  • JK Cement Limited0.15%
  • Balkrishna Industries Limited0.14%
  • Gujarat Fluorochemicals Limited0.13%
  • M India Limited0.09%
  • Crompton Greaves Consumer Electricals Limited0.07%
  • Sundram Fasteners Limited0.07%
  • Castrol India Limited0.06%
  • TVS Motor Company Limited0.06%
  • Tata Communications Limited0.05%
  • Tech Mahindra Limited0.04%
  • MphasiS Limited0.04%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.42%

JM Midcap Fund - Regular Plan - GrowthJM Midcap Fund - Regular Plan - Growth

EQUITY

Very High

26.34%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.03%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.91%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.68%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

24.16%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

22.87%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

20.67%

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

16.51%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

16.31%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

61.69%

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

54.62%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

45.84%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

44.66%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

44.31%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

42.78%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

41.14%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

38.59%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

36.78%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

34.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

34.01%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.81%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.78%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

27.05%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.60%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.58%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

25.51%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.45%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

24.08%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.55%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

38.29%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

32.56%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.66%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

26.17%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

23.75%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

21.34%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

18.85%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

18.64%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

17.79%

Show all Funds

Fund Managers

CG

Ms. Cheenu GuptaFund Manager

VM

Mr. Venugopal ManghatCo-Head Equities

Mr.Venugopal M. has Gained good understanding of the stock market having worked as dealer at Tata Asset Management Ltd for about two years after which he assumed equity fund management responsibility. Has cleared the certification exam of the BSE Training Institute, for participating in the derivatives market. Has good exposure to large number of industries and companies having done fundamental research over the years.

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Compare with similar Funds

HSBC Midcap Fund - Growth - Direct Plan

vs

Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

HSBC Midcap Fund - Growth - Direct Plan

vs

UTI Mid Cap Fund - Regular Plan - IDCW

HSBC Midcap Fund - Growth - Direct Plan

vs

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

HSBC Midcap Fund - Growth - Direct Plan

vs

Invesco India Midcap Fund - Growth

HSBC Midcap Fund - Growth - Direct Plan

vs

Edelweiss Mid Cap Fund - Regular Plan - Growth

HSBC Midcap Fund - Growth - Direct Plan

vs

WhiteOak Capital Mid Cap Fund - Regular Plan - Growth

HSBC Midcap Fund - Growth - Direct Plan

vs

ITI Mid Cap Fund - Regular Plan - Growth

HSBC Midcap Fund - Growth - Direct Plan

vs

Mirae Asset Midcap Fund - Regular Plan - Growth

HSBC Midcap Fund - Growth - Direct Plan

vs

JM Midcap Fund - Regular Plan - Growth

HSBC Midcap Fund - Growth - Direct Plan

vs

Tata Mid Cap Growth Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the HSBC Midcap Fund - Growth - Direct Plan?

The HSBC Midcap Fund - Growth - Direct Plan is classified as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the HSBC Midcap Fund - Growth - Direct Plan as of Sep 6,2024?

The current NAV of the HSBC Midcap Fund - Growth - Direct Plan as of Sep 6,2024 is INR 437.75.

What are the returns generated by the HSBC Midcap Fund - Growth - Direct Plan over the past 1, 3, and 5 years?

The HSBC Midcap Fund - Growth - Direct Plan has delivered impressive returns of 64.41% in the past year, 25.26% over three years, and 22.47% over five years.

What is the expense ratio associated with the HSBC Midcap Fund - Growth - Direct Plan?

The HSBC Midcap Fund - Growth - Direct Plan has a low expense ratio of 0.65%, making it a cost-effective option for investors looking to grow their investments in midcap companies.

What is the minimum investment amount required for the HSBC Midcap Fund - Growth - Direct Plan?

The minimum investment amount for the HSBC Midcap Fund - Growth - Direct Plan is INR 5000.

Is there a systematic investment plan (SIP) available for the HSBC Midcap Fund - Growth - Direct Plan?

Yes, the HSBC Midcap Fund - Growth - Direct Plan offers SIP starting from INR 5000 per month.

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