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  • HSBC Midcap Fund (Growth)

Formerly L&T Midcap Gr

HSBC Mutual Funds

HSBC Midcap Fund (Growth)

EquityMid Cap

313.6381

NAV (Feb 26)

20.5%
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

Neutral

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

Scripbox Recommended Equity Funds
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

313.6381

NAV (Feb 26)

Fund Returns

Last 1Y
53.7%
Last 3Y
23.1%
Last 5Y
20.5%
Last 10Y
21.7%
Since Inception
19.3%
6 Month CAGR
28%

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
1.76
Launched (20y ago)
Aug 09, 2004
AUM in Crores
9466.688
ISIN
INF917K01254
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.8
Standard Deviation (5yr)
19.3
Beta (3yr)
0.78
Beta (5yr)
0.85
Sharpe Ratio (3yr)
1.411
Sharpe Ratio (5yr)
0.739
YTM
0
Fund Managers

Sonal Gupta

Fund Manager

Venugopal Manghat

Fund Manager

Cheenu Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Midcap Fund (Growth)70%12,33,396 5,00,78420.5%
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 2024-02-26

Top Stock Holdings

ratnamani metals & tubes ltd

3.8%
3.8%

power finance corp ltd

3.5%
3.5%

sundaram finance ltd

2.8%
2.8%

aia engineering ltd

2.7%
2.7%

godrej properties ltd

2.5%
2.5%
See all holdings

Allocation by Sector

financial services

21.4%
21.4%

industrials

16.3%
16.3%

healthcare

14.7%
14.7%

basic materials

14.7%
14.7%

consumer cyclical

12.8%
12.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 13,846 cr

₹ 16,033 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 115,456 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
022-66145000
hsbcmf@camsonline.com
Fund NameScripbox Opinion
Till Date CAGR

5.4%

7.3%

27.2%

17.1%

20.8%

15.7%

5.1%

6.2%

5.4%

%

HSBC Midcap Fund (G) Review

HSBC Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 19.3% over a period of 19 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 Cheenu Gupta, Sonal Gupta, Venugopal Manghat.

Nav of HSBC Midcap Fund (G) as of 2/26/2024 is ₹313.64 with the total AUM as of 2/27/2024 is ₹9466.688. 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 ₹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 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 Nifty Midcap 150 TR INR.

HSBC Midcap Fund (G) is rated as a 1 fund in Equity and delivered 53.7% 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 instruments 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 ₹1000. 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 1.76% for regular plan.