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HSBC Midcap Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.67 | 74.45 | 1.70 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.29 | 58.07 | 1.43 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty Midcap 150 - TRI |
About Mid Cap Fund
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Peers & Comparison
EquityMid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC Midcap Fund | 40.83% | 27.20% | 21.80% |
| HDFC Mid-Cap Opportunities Fund | 29.37% | 29.12% | 22.30% |
| Kotak Emerging Equity Fund | 34.89% | 24.53% | 22.19% |
| Nippon India Growth Fund | 27.66% | 27.27% | 19.84% |
Price Comparison
Compare HSBC Midcap Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Suzlon Energy Ltd3M change : -0.92 %
Holdings
4.78 %
-0.92 % - CG Power and Industrial Solutions Ltd3M change : 2.10 %
Holdings
4.64 %
2.10 % - Dixon Technologies (India) Ltd3M change : 1.44 %
Holdings
4.04 %
1.44 %
AMC Profile
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,29,840.25 Cr.
Fund Manager Profile
Cheenu Gupta
AUM: ₹43,517.87 Cr.
|
Exp: —
Venugopal Manghat
AUM: ₹55,692.19 Cr.
|
Exp: 18yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
HSBC's strategic bet on industrials: Insights from Cheenu Gupta #investmentstrategy
6 months ago•Value Research
An interesting chat with Cheenu Gupta: From Coding to Finance - A Journey to Top Fund Management
7 months ago•Value Research
Exclusive interview with Venugopal Manghat, CIO (Equity), HSBC Mutual Fund #investment
1 year ago•Value Research
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3 years ago•ZFunds
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5 years ago•Fund Guruji
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5 years ago•B Wealthy
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5 years ago•Banking Mastery
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%