HSBC Midcap IDCW Reinvest Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

HSBC Midcap IDCW Reinvest Direct Plan

NAV
₹62.3709
-0.91%
(21 Sep)
AUM
7,957 Cr
TER
0.7%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+20.8%
+20.8%
+19.4%
+19.2%
+19.2%
+10.8%
3Y
+39.2%
+39.2%
+29.6%
+35.8%
+35.8%
+20.1%
5Y
+25.0%
+25.0%
+17.2%
+19.6%
+19.6%
+11.9%
ALL
+17.9%
+17.9%
+18.8%
+21.8%
+21.8%
+17.6%
VOL
14.8%
14.8%
-
19.6%
19.6%
16.8%
TER
0.8%
0.8%
-
0.7%
0.7%
0.7%
AUM
₹2,789 Cr
₹2,789 Cr
-
₹5,735 Cr
₹5,735 Cr
₹7,957 Cr
INFO
1.21
1.21
-
1.11
1.11
1.05
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 Aug
Top holdings
Ratnamani Metals & Tubes Ltd
3.5%
AIA Engineering Ltd
2.9%
Sundaram Finance Ltd
2.4%
Abbott India Ltd
2.3%
Bosch Ltd
2.2%
3M India Ltd
2.2%
Emami Ltd
2.2%
Power Finance Corp Ltd
2.2%
CRISIL Ltd
2.1%
Godrej Properties Ltd
2.1%
Top industry exposure
Industrials
17.9%
Financial Services
17.4%
Basic Materials
14.9%
Healthcare
14.0%
Consumer Cyclical
12.4%
Other information
Minimum SIP
₹1,000
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)
Vihang Naik
Cheenu Gupta

FAQs