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

HSBC Midcap IDCW Payout Direct Plan

NAV
₹81.7586
-0.26%
(12 Apr)
AUM
9,725 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
+73.3%
+73.3%
+66.9%
+66.9%
+53.0%
+47.3%
3Y
+36.8%
+36.8%
+36.5%
+36.5%
+25.9%
+21.3%
5Y
+33.3%
+33.3%
+26.8%
+26.8%
+22.1%
+18.0%
ALL
+20.2%
+20.2%
+23.6%
+23.6%
+18.0%
+19.5%
VOL
15.0%
15.0%
19.5%
19.5%
-
16.6%
TER
0.7%
0.7%
0.6%
0.6%
-
0.7%
AUM
₹5,873 Cr
₹5,873 Cr
₹8,481 Cr
₹8,481 Cr
-
₹9,725 Cr
INFO
1.35
1.35
1.21
1.21
-
1.17
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 IDCW Payout (DP)
₹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 29th Feb
Top holdings
Sundaram Finance Ltd
3.2%
Ratnamani Metals & Tubes Ltd
2.9%
Power Finance Corp Ltd
2.7%
Bosch Ltd
2.6%
Cummins India Ltd
2.5%
Godrej Properties Ltd
2.5%
Ipca Laboratories Ltd
2.4%
Lupin Ltd
2.4%
Multi Commodity Exchange of India Ltd
2.3%
AIA Engineering Ltd
2.3%
Top industry exposure
Financial Services
22.5%
Industrials
15.2%
Healthcare
15.0%
Consumer Cyclical
13.5%
Basic Materials
13.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
24%
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