- Mutual Funds
- HSBC Mutual Funds
- HSBC Mid Cap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 9.4547
NAV (Nov 25)
Fund Returns
Last 1Y | -4.4% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | -4.7% |
6 Month CAGR | 11.7% |
Scheme Information
To seek to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved
Expense Ratio | 2.24 |
Launched (2y ago) | Sep 24, 2021 |
AUM in Crores | 1082.159 |
ISIN | INF336L01QE4 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 150 MidCap TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Mid Cap Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 7.3% | ||
29.2% | 15.8% | ||
26.6% | 15.2% | ||
4.4% | 6.2% | ||
4.7% | % |
HSBC Mid Cap Fund (G) Review
HSBC Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of -4.7% over a period of 2 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is null.
Nav of HSBC Mid Cap Fund (G) as of 11/25/2022 is ₹9.45 with the total AUM as of 10/1/2023 is ₹1082.159. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Mid Cap Fund (G) was launched on Sep 24, 2021. The category risk of the fund is Very High Risk.
The minimum SIP amount for HSBC Mid Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HSBC Mid Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 150 MidCap TR INR.
HSBC Mid Cap Fund (G) is rated as a 0 fund in Equity and delivered -4.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Mid Cap Fund (G).
Frequently Asked Questions
What is HSBC Mid Cap Fund (G)?
How to invest in HSBC Mid Cap Fund (G)?
You can invest in HSBC Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC Mid Cap Fund (G)?
The minimum sip amount for HSBC Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Mid Cap Fund (G) good to invest in?
As per Scripbox experts, HSBC Mid Cap Fund (G) is a Not Reviewed Yet fund. You can investHSBC Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Mid Cap Fund (G)?
The expense ratio of the HSBC Mid Cap Fund (G) is 2.24% for regular plan.