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

HSBC Midcap Growth Direct Plan

NAV
₹379.2810
-0.52%
(3 Apr)
AUM
9,541 Cr
TER
0.7%
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
+16.4%
+15.4%
+8.1%
+6.4%
+6.2%
+5.2%
3Y
+28.9%
+23.3%
+24.4%
+18.3%
+19.7%
+23.6%
5Y
+39.4%
+37.2%
+36.1%
+31.8%
+30.0%
NA
ALL
+23.7%
+21.9%
+20.8%
+17.7%
+19.5%
+19.8%
VOL
17.7%
16.9%
15.8%
-
15.9%
16.4%
TER
0.7%
0.4%
0.8%
-
0.7%
0.2%
AUM
₹23,704 Cr
₹7,729 Cr
₹67,579 Cr
-
₹9,541 Cr
₹988 Cr
INFO
1.34
1.30
1.32
-
1.23
1.21
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 28th Feb
Top holdings
Persistent Systems Ltd
4.6%
Dixon Technologies (India) Ltd
4.5%
Max Healthcare Institute Ltd Ordinary Shares
4.2%
Zomato Ltd
4.1%
BSE Ltd
3.9%
CG Power & Industrial Solutions Ltd
3.6%
Indian Hotels Co Ltd
3.6%
The Federal Bank Ltd
3.5%
Trent Ltd
3.5%
Coforge Ltd
3.4%
Top industry exposure
Industrials
24.2%
Consumer Cyclical
18.0%
Financial Services
17.0%
Technology
15.7%
Healthcare
12.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
109%
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