HSBC Midcap Fund - Regular Growth
Category: Equity: Mid Cap
Launch Date: 09-08-2004
AUM:
₹ 16,799.59 Cr
Expense Ratio
2.21%
Benchmark
Nifty Midcap 150 TRI
ISIN
INF917K01254
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Ms. Cheenu Gupta, Mr. Mayank Chaturvedi, Mr. Dipan S. Parikh
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Midcap Fund - Regular Growth | 8.9 | 20.42 | 15.6 |
| NIFTY MIDCAP 150 TRI | -4.21 | 13.78 | 13.37 |
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
437.5612
Last change
8.46 (1.9328%)
Fund Size (AUM)
₹ 16,799.59 Cr
Performance
18.53% (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
Ms. Cheenu Gupta, Mr. Mayank Chaturvedi, Mr. Dipan S. Parikh
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| LENSKART SOLUTIONS PRIVATE LIMITED EQ | 5.08 |
| FASHNEAR TECHNOLOGIES PRIVATE LIMITED EQ | 5.04 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 3.9 |
| Aditya Infotech Limited | 3.64 |
| Piramal Finance Ltd | 3.56 |
| FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- | 3.38 |
| APAR INDUSTRIES LIMITED EQ | 3.16 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.09 |
| ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/- | 3.03 |
| Dhoot Transmission Limited | 2.91 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 26.39 |
| Capital Goods | 24.07 |
| Consumer Services | 13.51 |
| Healthcare | 11.01 |
| Automobile and Auto Components | 8.56 |
| Information Technology | 4.18 |
| Fast Moving Consumer Goods | 4.14 |
| Power | 2.28 |
| Chemicals | 2.01 |
| Services | 1.77 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Midcap Fund Reg Gr | 15.6 |