HSBC Midcap Fund - Regular Growth
Fund House: HSBC Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 09-08-2004 |
| Asset Class: |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.72% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,439.62 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: 55% | Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limitâ€) within 1 year from the date of allotment Nil. If units redeemed or switched out are over and abovethe limit within 1 year from the date of allotment 1% 1 If units are redeemed or switched out on or after 1 year from the date of allotment Nil. |
394.0012
1.27 (0.3233%)
18.64%
Benchmark: 17.2%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 3 Months
3 Years 3 Months
9 Years 8 Months
12 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.83 |
| Sharpe Ratio | 1.06 |
| Alpha | 0.75 |
| Beta | 0.98 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 14.19 | 15.3 | 24.82 | 20.43 | 16.53 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 16.72 | 15.19 | 23.39 | 22.15 | 16.92 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 13.76 | 10.61 | 20.27 | 20.15 | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 13.74 | 14.47 | 26.08 | 25.23 | 18.81 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 12.73 | 14.96 | 25.78 | - | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 12.63 | 17.68 | 25.73 | 22.24 | 17.9 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 12.15 | 16.91 | 26.5 | 24.12 | 18.82 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 12.04 | 12.2 | 21.03 | 20.53 | - |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 11.58 | 13.39 | 25.42 | 24.06 | 18.67 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 11.53 | 14.51 | 24.99 | 21.93 | 15.68 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
18.03%
Others
1.41%
Large Cap
17.34%
Mid Cap
63.22%
Scheme Documents
There are no scheme documents available
