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

HSBC Midcap Growth Direct Plan

NAV
₹453.5996
+1.28%
(12 Dec)
AUM
12,549 Cr
TER
0.64%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+7.0%
+4.9%
+4.5%
+1.6%
+0.2%
-3.0%
3Y
+27.9%
+25.4%
+26.6%
+26.2%
+21.3%
+24.7%
5Y
+26.7%
+26.7%
NA
+27.4%
+22.6%
+22.4%
ALL
+21.6%
+21.1%
+25.8%
+22.1%
+16.4%
+20.0%
VOL
15.9%
15.6%
14.5%
16.8%
-
15.9%
TER
0.5%
0.7%
0.6%
0.4%
-
0.6%
AUM
₹10,006 Cr
₹92,169 Cr
₹4,346 Cr
₹13,196 Cr
-
₹12,549 Cr
INFO
1.36
1.35
1.78
1.32
-
1.26
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 31st Oct
Top holdings
Eternal Ltd
4.5%
GE Vernova T&D India Ltd
3.7%
Max Healthcare Institute Ltd Ordinary Shares
3.5%
FSN E-Commerce Ventures Ltd
3.5%
Dixon Technologies (India) Ltd
3.5%
Coforge Ltd
3.5%
Jubilant Foodworks Ltd
3.4%
Ashok Leyland Ltd
3.3%
Nippon Life India Asset Management Ltd Ordinary Shares
3.1%
Multi Commodity Exchange of India Ltd
3.1%
Top industry exposure
Financial Services
29.9%
Industrials
23.5%
Consumer Cyclical
14.7%
Technology
14.1%
Healthcare
8.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
102%
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)
Cheenu Gupta
Sonal Gupta

FAQs