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HSBC Midcap Equity Fund - Growth

Category: Equity Funds Mid and Small Cap
Launch Date: 19-05-2005
Asset Class: Equity
Benchmark: S&P BSE Mid Cap
Expense Ratio: 2.47% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 10000.0
Minimum Topup: 0.0
Total Assets: 496 Cr As on (30-09-2017)
Turn over: 34.0
NAV as on 21-02-2018

60.3936

-0.23 (-0.3828%)

CAGR Since Inception

15.12%

S&P BSE Mid Cap 21.52%

PERFORMANCE of HSBC Midcap Equity Fund - Growth

Scheme Performance (%)

Data as on - 21-02-2018

Yearly Performance (%)

Fund Managers

Mr. Dhiraj Sachdev

Mr. Sachdev is a B. Com (H), ACA, Grad CWA and holds a Diploma in Foreign Trade Management. Prior to joining HSBC AMC he has worked with Ask Raymond James Securities, HDFC Bank, DSQ Software, Probity Research and Services and Ford Brothers Capital Service.

Investment Objective

The scheme seeks to invest in midcap companies. The midcap companies would be defined as the ones whose market capitalisation is Rs 75 crores or more but does not exceed the market capitalisation of the largest constituent of BSE Midcap Index.

RETURNS CALCULATOR for HSBC Midcap Equity Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HSBC Midcap Equity Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Midcap Equity Fund - Growth 18.89 0.91 -6.15 1.2 - -
Equity Funds Mid and Small Cap - - - - - -

PEER COMPARISION of HSBC Midcap Equity Fund - Growth

Period
Data as on - 21-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Midcap Equity Fund - Growth 19-05-2005 26.9 34.51 16.29 26.77 9.58
SBI Smal & Midcap - Regular Plan - Growth 09-09-2009 48.54 39.44 24.76 36.37 0.0
HDFC Small Cap Fund - Regular Growth Plan 03-04-2008 43.21 39.96 20.66 24.24 0.0
Reliance Small Cap Fund - Growth Plan - Growth Option 16-09-2010 38.88 40.21 21.97 35.28 0.0
L&T Emerging Businesses Fund - Regular Plan - Growth 12-05-2014 37.36 43.87 23.47 0.0 0.0
IDFC Sterling Equity Fund -Regular Plan-Growth 07-03-2008 32.78 35.52 13.59 21.41 0.0
Edelweiss Mid and Small Cap Fund - Regular Plan - Growth Option 26-12-2007 31.17 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Small & Midcap Fund - GROWTH 31-05-2007 27.93 36.87 19.51 27.33 14.4
Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option 27-01-2015 27.59 27.74 11.85 0.0 0.0
L&T Mid Cap Fund-Regular Plan-Growth 09-08-2004 27.07 34.86 17.71 28.63 15.28

PORTFOLIO ANALYSIS of HSBC Midcap Equity Fund - Growth

Asset Allocation (%)

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