- Mutual Funds
- HSBC Mutual Funds
- HSBC Midcap Fund (RIDCW-A)
Formerly L&T Midcap IDCW-R
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 72.3153
NAV (Apr 16)
Fund Returns
Last 1Y | 44.1% |
Last 3Y | 18.8% |
Last 5Y | 16.3% |
Last 10Y | 19% |
Since Inception | 18.5% |
6 Month CAGR | 25.3% |
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 | 1.76 |
Launched (20y ago) | Aug 09, 2004 |
AUM in Crores | 9740.794 |
ISIN | INF917K01247 |
Lock-in | No Lock-in |
Benchmark | Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.9 |
Standard Deviation (5yr) | 19.5 |
Beta (3yr) | 0.74 |
Beta (5yr) | 0.83 |
Sharpe Ratio (3yr) | 0.921 |
Sharpe Ratio (5yr) | 0.593 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Midcap Fund (RIDCW-A) | 11,01,654 | 3,69,042 | 16.3% | |
| 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
sundaram finance ltd
3.1%cummins india ltd
2.8%bosch ltd
2.7%power finance corp ltd
2.6%ipca laboratories ltd
2.5%Allocation by Sector
financial services
21.2%industrials
17.3%healthcare
14.5%consumer cyclical
13.6%basic materials
9.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
32.8% | 22% | ||
5.3% | 5.9% | ||
26.5% | 16.9% | ||
20.1% | 15.5% | ||
4.7% | 5.2% |
HSBC Midcap Fund (RIDCW-A) Review
HSBC Midcap Fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 18.5% over a period of 19 years. The fund was previously known as L&T Midcap IDCW-R. 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 (RIDCW-A) as of 4/16/2024 is ₹72.32 with the total AUM as of 4/17/2024 is ₹9740.794. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Midcap Fund (RIDCW-A) was launched on Aug 09, 2004. The category risk of the fund is Very High Risk.
The minimum SIP amount for HSBC Midcap Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 1 fund in Equity and delivered 44.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Midcap Fund (RIDCW-A).
Frequently Asked Questions
What is HSBC Midcap Fund (RIDCW-A)?
How to invest in HSBC Midcap Fund (RIDCW-A)?
You can invest in HSBC Midcap Fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for HSBC Midcap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Midcap Fund (RIDCW-A) good to invest in?
As per Scripbox experts, HSBC Midcap Fund (RIDCW-A) is a Not Recommended fund. You can investHSBC Midcap Fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the HSBC Midcap Fund (RIDCW-A) is 1.76% for regular plan.