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 (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,749.69 Cr As on 29-08-2025(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 limit”) within 1 year from the date of allotment Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment 1%. If units are redeemed or switched out on or after 1 year from the date of allotment Nil.

393.6239

18.95%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 16.92
Sharpe Ratio 0.96
Alpha 1.25
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 -0.97 23.91 24.28 23.19 16.06
Invesco India Midcap Fund - Growth Option 19-04-2007 6.02 28.33 27.42 27.0 18.08
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 3.73 23.1 25.07 - -
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 2.51 22.4 22.32 27.17 18.02
HDFC Mid Cap Fund - Growth Plan 25-06-2007 1.22 20.77 25.95 28.59 17.86
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 0.26 25.27 24.69 28.51 17.8
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 0.06 20.47 - - -
ICICI Prudential MidCap Fund - Growth 10-10-2004 -0.02 23.61 22.14 26.01 15.63
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 -0.04 18.71 18.62 24.65 -
PGIM India Midcap Fund - Regular Plan - Growth Option 05-12-2013 -0.54 15.28 13.65 23.41 15.4

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.26%

Others

0.91%

Large Cap

18.79%

Mid Cap

73.04%

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