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  • HSBC Midcap Fund (Growth)

Formerly L&T Midcap Gr

HSBC Mutual Funds

HSBC Midcap Fund (Growth)

EquityMid Cap

213.4313

NAV (Dec 01)

8.1%
5 Year CAGR
Scripbox Opinion
Not Recommended
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 ->

Fund Size

Satisfactory

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

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Want the equity funds that are right for your long term equity investment needs?

Learn more

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

213.4313

NAV (Dec 1)

Fund Returns

Last 1Y

5.1%

Last 3Y

17.2%

Last 5Y

8.1%

Last 10Y

17.7%

Since Inception

18.2%

6 Month CAGR

10.4%

Scheme Information

Investment Objective

To generate capital appreciation by investing primarily in midcap stocks.There is no assurance that the investment objective of the scheme will be realized.

Expense Ratio

1.87

Launched (18y ago)

Aug 09, 2004

AUM in Crores

6609.578

ISIN

INF917K01254

Lock-in

No Lock-in

Benchmark

S&P BSE Midcap 150 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

22.3

Standard Deviation (5yr)

20.2

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.636

Sharpe Ratio (5yr)

0.227

YTM

0

Fund Managers

Vihang Naik

Fund Manager

Venugopal Manghat

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-01

Top Stock Holdings

(a) tri party repo dealing system (treps)

6.3%
6.3%

emami ltd

3.8%
3.8%

blue dart express ltd

3.5%
3.5%

ratnamani metals & tubes ltd

3.3%
3.3%

indian hotels co ltd

2.7%
2.7%
See all holdings

Allocation by Sector

consumer cyclical

17.4%
17.4%

financial services

17%
17%

industrials

16.6%
16.6%

basic materials

14.3%
14.3%

healthcare

13.2%
13.2%
See all sectors

Compare HSBC Midcap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 68,639 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,127 debt and 30 hybrid funds.

amc-img

  • 022-66145000
  • hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    7.3%

    4%

    5.6%

    6.8%

    8.6%

    6.2%

    7.4%

    5.3%

    6.2%

    HSBC Midcap Fund (G) Review

    HSBC Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 18.2% over a period of 18 years. The fund was previously known as L&T Midcap Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Venugopal Manghat, Vihang Naik.

    Nav of HSBC Midcap Fund (G) as of 12/1/2022 is ₹213.43 with the total AUM as of 12/2/2022 is ₹6609.578. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Midcap Fund (G) was launched on Aug 09, 2004. The category risk of the fund is Very High Risk.

    The minimum SIP amount for HSBC Midcap Fund (G) is ₹0 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 Midcap 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 Midcap 150 TR INR.

    HSBC Midcap Fund (G) is rated as a 1 fund in Equity and delivered 5.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Midcap Fund (G).

    Frequently Asked Questions

    What is HSBC Midcap Fund (G)?

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

    How to invest in HSBC Midcap Fund (G)?

    You can invest in HSBC Midcap 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 Midcap Fund (G)?

    The minimum sip amount for HSBC Midcap Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is HSBC Midcap Fund (G) good to invest in?

    As per Scripbox experts, HSBC Midcap Fund (G) is a Not Recommended fund. You can investHSBC Midcap 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 Midcap Fund (G)?

    The expense ratio of the HSBC Midcap Fund (G) is 1.87% for regular plan.