HSBC Midcap Fund - Regular Growth
Category: Equity: Mid Cap
Launch Date: 09-08-2004
AUM:
₹ 12,146 Cr
Expense Ratio
1.71%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF917K01254
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Cheenu Gupta, Venugopal Manghat, Sonal Gupta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Midcap Fund - Regular Growth | -0.72 | 23.23 | 25.13 |
| NIFTY MIDCAP 150 TRI | -2.3 | 23.64 | 30.07 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
382.6638
Last change
-3.09 (-0.8082%)
Fund Size (AUM)
₹ 12,146 Cr
Performance
18.96% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Fund Manager
Cheenu Gupta, Venugopal Manghat, Sonal Gupta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 4.58 |
| BSE LIMITED EQ NEW FV RS. 2/- | 4.55 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 4.27 |
| JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/- | 4.02 |
| ZOMATO LIMITED EQ | 3.83 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 3.49 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.42 |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED EQ | 3.41 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 3.06 |
| Persistent Systems Ltd | 2.85 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.89 |
| Capital Goods | 22.47 |
| Consumer Services | 13.63 |
| Healthcare | 10.82 |
| Consumer Durables | 8.85 |
| Information Technology | 5.65 |
| Fast Moving Consumer Goods | 3.97 |
| Telecommunication | 1.7 |
| Forest Materials | 1.21 |
| Automobile and Auto Components | 0.97 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Midcap Fund Reg Growth | 25.13 |
| Invesco India MidCap Gr | 29.01 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Edelweiss MidCap Reg Gr | 30.85 |
| Kotak Midcap Fund Reg Gr | 29.06 |
| Motilal Oswal Midcap Fund Reg Gr | 34.83 |
| PGIM India Midcap Fund Reg Gr | 26.14 |
| Sundaram MidCap Gr | 28.08 |
| HDFC Mid Cap Fund Gr | 30.93 |
| Axis MidCap Reg Gr | 23.31 |