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  • HSBC Mid Cap Fund (Growth)
HSBC Mutual Funds

HSBC Mid Cap Fund (Growth)

EquityMid Cap

9.4547

NAV (Nov 25)

-4.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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 (3y 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

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Mid Cap Fund (Growth)70%6,61,785 -70,827-4.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2022-11-25

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 115,209 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

33.5%

22.2%

5.3%

5.9%

27.8%

17%

21.4%

15.6%

4.5%

5.1%

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 4/24/2024 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)?

HSBC Mid Cap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.