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

HSBC Midcap IDCW Reinvest Direct Plan

NAV
₹85.4713
+0.33%
(30 Jan)
AUM
12,440 Cr
TER
0.65%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+14.6%
+14.3%
+14.3%
+13.6%
+13.6%
+9.2%
3Y
+25.4%
+27.8%
+27.8%
+28.3%
+28.3%
+22.5%
5Y
+21.1%
NA
NA
+25.9%
+25.9%
+21.0%
ALL
+19.0%
+23.4%
+23.1%
+21.6%
+21.6%
+15.7%
VOL
17.5%
14.5%
14.5%
17.3%
17.3%
-
TER
0.7%
0.5%
0.5%
0.4%
0.4%
-
AUM
₹12,440 Cr
₹4,448 Cr
₹4,448 Cr
₹13,650 Cr
₹13,650 Cr
-
INFO
1.09
1.61
1.60
1.25
1.25
-
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 Reinvest (DR)
₹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 Dec
Top holdings
FSN E-Commerce Ventures Ltd
5.2%
Ashok Leyland Ltd
4.5%
PB Fintech Ltd
4.0%
Eternal Ltd
3.9%
GE Vernova T&D India Ltd
3.8%
Multi Commodity Exchange of India Ltd
3.7%
Lenskart Solutions Ltd
3.0%
Coforge Ltd
2.9%
Dixon Technologies (India) Ltd
2.7%
Bharat Electronics Ltd
2.7%
Top industry exposure
Financial Services
37.9%
Industrials
22.5%
Consumer Cyclical
13.1%
Technology
11.4%
Healthcare
6.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
104%
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
Mayank Chaturvedi

FAQs