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: 1.71% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,937.34 Cr As on 30-09-2025(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.

401.7867

19.0%

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 16.85
Sharpe Ratio 1.0
Alpha 0.87
Beta 0.99
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 5.02 26.62 24.69 23.76 16.25
Invesco India Midcap Fund - Growth Option 19-04-2007 16.95 33.2 27.95 28.35 18.37
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 11.53 27.57 25.17 - -
ICICI Prudential MidCap Fund - Growth 10-10-2004 10.91 28.45 22.4 26.95 15.97
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 10.04 22.33 20.68 26.19 -
HDFC Mid Cap Fund - Growth Plan 25-06-2007 9.68 25.19 26.22 29.69 18.06
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 9.27 23.69 - - -
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 7.9 24.74 22.55 27.23 18.08
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 7.47 27.04 24.26 26.9 15.36
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 7.34 29.15 24.99 29.19 18.12

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.82%

Others

1.3%

Large Cap

18.58%

Mid Cap

71.3%

Feedback
Notification