HSBC Midcap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Midcap Growth Direct Plan

NAV
₹385.6546
-0.20%
(29 May)
AUM
10,342 Cr
TER
0.65%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+76.3%
+62.7%
+59.3%
+57.5%
+54.5%
+49.1%
3Y
+35.0%
+25.1%
+30.5%
+30.0%
+37.3%
+23.6%
5Y
+35.2%
+22.3%
+26.9%
+26.1%
+29.0%
+23.7%
ALL
+20.6%
+21.3%
+19.7%
+22.3%
+24.7%
+18.1%
VOL
15.0%
15.1%
16.7%
15.6%
17.5%
-
TER
0.6%
0.7%
0.8%
0.8%
0.6%
-
AUM
₹6,920 Cr
₹10,342 Cr
₹26,822 Cr
₹63,413 Cr
₹9,819 Cr
-
INFO
1.37
1.41
1.18
1.42
1.41
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Midcap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Cummins India Ltd
3.1%
Power Finance Corp Ltd
2.8%
Suzlon Energy Ltd
2.8%
Godrej Properties Ltd
2.5%
Ipca Laboratories Ltd
2.5%
Ratnamani Metals & Tubes Ltd
2.5%
Trent Ltd
2.4%
Multi Commodity Exchange of India Ltd
2.4%
Bharat Heavy Electricals Ltd
2.3%
Indian Bank
2.3%
Top industry exposure
Financial Services
20.9%
Industrials
20.5%
Consumer Cyclical
13.9%
Healthcare
10.4%
Real Estate
7.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
48%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.
Fund manager(s)
Venugopal Manghat
Cheenu Gupta
Sonal Gupta

FAQs