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: 1.73% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,445.49 Cr As on 27-02-2026(Source:AMFI) |
| Turn over: 1.12% | 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. |
427.762
-0.56 (-0.1317%)
18.86%
Benchmark: 17.18%
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 | 17.99 |
| Sharpe Ratio | 0.8 |
| Alpha | 1.55 |
| Beta | 0.96 |
| 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 | 21.34 | 13.5 | 27.14 | 19.18 | 17.52 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 25.47 | 14.77 | 26.64 | 20.81 | 17.39 |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 17.37 | - | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 15.55 | 13.68 | 25.92 | - | - |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 14.85 | 12.9 | 21.97 | 18.93 | 18.07 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 14.49 | 8.78 | 21.0 | 17.65 | - |
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 13.48 | 9.68 | 21.35 | 17.68 | 15.86 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 13.45 | 15.75 | 25.97 | 21.24 | 18.42 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 12.92 | 8.92 | 24.68 | 20.32 | - |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 12.87 | 9.65 | 20.48 | 17.83 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.41%
Others
1.13%
Large Cap
15.21%
Mid Cap
67.25%
