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HSBC Midcap Fund - Regular Growth
Category: Equity: Mid Cap
Launch Date: 09-08-2004
AUM:
₹ 12,548.74 Cr
Expense Ratio
1.71%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF917K01254
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Cheenu Gupta, Venugopal Manghat, Sonal Gupta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Midcap Fund - Regular Growth | 2.79 | 23.71 | 19.19 |
| NIFTY MIDCAP 150 TRI | 7.05 | 23.89 | 22.46 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
395.9409
Last change
-2.71 (-0.6839%)
Fund Size (AUM)
₹ 12,548.74 Cr
Performance
18.72% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Cheenu Gupta, Venugopal Manghat, Sonal Gupta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- | 5.22 |
| ASHOK LEYLAND LIMITED EQ NEW FV RE.1/- | 4.5 |
| PB FINTECH LIMITED EQ NEW FV RS. 2/- | 4.05 |
| ZOMATO LIMITED EQ | 3.93 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.76 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 3.72 |
| LENSKART SOLUTIONS PRIVATE LIMITED EQ | 3.03 |
| Coforge Limited | 2.86 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 2.74 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.73 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 37.84 |
| Capital Goods | 23.89 |
| Consumer Services | 12.23 |
| Information Technology | 5.2 |
| Fast Moving Consumer Goods | 4.56 |
| Consumer Durables | 4.25 |
| Healthcare | 3.8 |
| Automobile and Auto Components | 2.37 |
| Telecommunication | 2.31 |
| Services | 2.08 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Midcap Fund Reg Growth | 19.19 |
| ICICI Pru MidCap Gr | 20.92 |
| Mirae Asset MidCap Reg | 20.27 |
| HDFC Mid Cap Fund Gr | 24.12 |
| Invesco India MidCap Gr | 22.23 |
| Tata Mid Cap Fund Reg Plan Gr | 19.25 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 22.98 |
| Sundaram MidCap Gr | 21.14 |
