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

HSBC Midcap IDCW Reinvest Direct Plan

NAV
₹80.6226
-0.17%
(18 Apr)
AUM
9,741 Cr
TER
0.68%
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
+68.9%
+68.9%
+60.7%
+60.7%
+49.6%
+44.8%
3Y
+37.4%
+37.4%
+37.0%
+37.0%
+24.5%
+20.1%
5Y
+32.4%
+32.4%
+26.0%
+26.0%
+21.6%
+17.7%
ALL
+20.0%
+20.0%
+23.4%
+23.4%
+17.8%
+19.3%
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
₹8,987 Cr
₹8,987 Cr
-
₹9,741 Cr
INFO
1.34
1.34
1.20
1.20
-
1.16
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 Mar
Top holdings
Sundaram Finance Ltd
3.1%
Cummins India Ltd
2.8%
Bosch Ltd
2.7%
Power Finance Corp Ltd
2.6%
Ratnamani Metals & Tubes Ltd
2.5%
Ipca Laboratories Ltd
2.5%
Godrej Properties Ltd
2.4%
Lupin Ltd
2.3%
Trent Ltd
2.3%
Indian Bank
2.3%
Top industry exposure
Financial Services
21.2%
Industrials
17.3%
Healthcare
14.5%
Consumer Cyclical
13.6%
Basic Materials
9.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
32%
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