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

HSBC Midcap IDCW Reinvest Direct Plan

NAV
₹73.0829
-0.59%
(12 Mar)
AUM
10,753 Cr
TER
0.7%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+16.1%
+16.1%
+11.4%
+11.4%
+4.6%
+1.3%
3Y
+28.7%
+28.7%
+22.9%
+22.9%
+18.4%
+18.1%
5Y
+28.3%
+28.3%
+28.6%
+28.6%
+25.5%
+21.0%
ALL
+22.6%
+22.6%
+21.3%
+21.3%
+17.4%
+18.4%
VOL
19.5%
19.5%
17.5%
17.5%
-
17.3%
TER
0.7%
0.7%
0.4%
0.4%
-
0.7%
AUM
₹24,488 Cr
₹24,488 Cr
₹8,268 Cr
₹8,268 Cr
-
₹10,753 Cr
INFO
1.16
1.16
1.22
1.22
-
1.06
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 Jan
Top holdings
CG Power & Industrial Solutions Ltd
5.0%
Persistent Systems Ltd
4.6%
PB Fintech Ltd
4.6%
BSE Ltd
4.6%
Dixon Technologies (India) Ltd
4.2%
Zomato Ltd
3.6%
Max Healthcare Institute Ltd Ordinary Shares
3.6%
HDFC Asset Management Co Ltd
3.5%
Indian Hotels Co Ltd
3.4%
Trent Ltd
3.4%
Top industry exposure
Industrials
25.8%
Financial Services
20.1%
Technology
18.1%
Consumer Cyclical
12.9%
Healthcare
8.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
109%
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