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

HSBC Midcap Growth Direct Plan

NAV
₹468.6541
+0.57%
(11 Dec)
AUM
11,768 Cr
TER
0.68%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+64.3%
+49.0%
+48.1%
+37.8%
+36.4%
+35.8%
3Y
+37.4%
+28.3%
+27.2%
+27.9%
+22.7%
+29.0%
5Y
+35.5%
+33.4%
+27.9%
+31.4%
+27.9%
+30.8%
ALL
+26.7%
+24.0%
+22.1%
+20.3%
+19.4%
+22.5%
VOL
17.6%
16.8%
15.5%
16.8%
-
15.7%
TER
0.6%
0.4%
0.7%
0.8%
-
0.7%
AUM
₹20,056 Cr
₹7,677 Cr
₹11,768 Cr
₹34,584 Cr
-
₹75,037 Cr
INFO
1.52
1.43
1.43
1.21
-
1.43
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
Suzlon Energy Ltd
5.1%
CG Power & Industrial Solutions Ltd
4.3%
Trent Ltd
3.8%
Dixon Technologies (India) Ltd
3.6%
JSW Energy Ltd
3.6%
HDFC Asset Management Co Ltd
3.5%
PB Fintech Ltd
3.4%
Zomato Ltd
3.0%
Cummins India Ltd
2.9%
Godrej Properties Ltd
2.9%
Top industry exposure
Industrials
32.7%
Financial Services
20.2%
Consumer Cyclical
12.9%
Technology
10.3%
Real Estate
6.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
85%
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