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

HSBC Midcap IDCW Reinvest Direct Plan

NAV
₹91.3207
+0.83%
(30 Aug)
AUM
11,882 Cr
TER
0.67%
Risk
Very High Risk
Rating
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
+69.0%
+69.0%
+60.1%
+58.7%
+58.7%
+50.8%
3Y
+39.5%
+39.5%
+25.7%
+33.9%
+33.9%
+25.6%
5Y
+34.4%
+34.4%
+27.8%
+39.8%
+39.8%
+29.6%
ALL
+25.4%
+25.4%
+21.5%
+20.6%
+20.6%
+18.9%
VOL
19.5%
19.5%
17.0%
15.3%
15.3%
-
TER
0.6%
0.6%
0.7%
0.6%
0.6%
-
AUM
₹14,446 Cr
₹14,446 Cr
₹11,882 Cr
₹9,283 Cr
₹9,283 Cr
-
INFO
1.30
1.30
1.26
1.35
1.35
-
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 Jul
Top holdings
Suzlon Energy Ltd
5.3%
Cummins India Ltd
3.1%
Godrej Properties Ltd
2.9%
JSW Energy Ltd
2.8%
Trent Ltd
2.8%
Bharat Heavy Electricals Ltd
2.8%
HDFC Asset Management Co Ltd
2.5%
Prestige Estates Projects Ltd
2.4%
CG Power & Industrial Solutions Ltd
2.4%
Indian Bank
2.2%
Top industry exposure
Industrials
32.3%
Financial Services
17.2%
Consumer Cyclical
12.4%
Technology
8.8%
Real Estate
7.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
64%
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