HSBC Mutual Funds

HSBC Midcap Fund Direct Plan Growth

₹ 353.39

NAV (Mar 12)

21.563%
5 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
Click here for top ranked funds in mid cap mutual funds.

Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

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Scheme Information

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.

Expense Ratio
0.68 %
Launched 12Y ago
2013-01-01
AUM in Crores
9540.9
ISIN
INF917K01FZ1
Lock-in (days)
No Lock-in
Benchmark
NIFTY Midcap 150 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
17.1
Beta
0.9
Sharpe Ratio
0.7
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Suzlon Energy Ltd.

5.28%
5.28%

Cummins India Ltd.

3.15%
3.15%

Godrej Properties Ltd.

2.9%
2.9%

JSW Energy Ltd.

2.82%
2.82%

Trent Ltd.

2.8%
2.8%
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Allocation by Sector

Capital Goods

34.26%
34.26352%

Services

21.1%
21.1%

Financial

8.33%
8.333793%

Construction

7.01%
7.01%

Healthcare

6.91%
6.91%
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Frequently Asked Questions

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