HSBC Midcap Fund - Regular Growth
Category: Equity: Mid Cap
Launch Date: 09-08-2004
AUM:
₹ 13,386.58 Cr
Expense Ratio
3.59%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF917K01254
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Cheenu Gupta, Mayank Chaturvedi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Midcap Fund - Regular Growth | 16.35 | 26.45 | 18.82 |
| NIFTY MIDCAP 150 TRI | 5.26 | 21.34 | 18.31 |
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
443.1554
Last change
-2.68 (-0.6052%)
Fund Size (AUM)
₹ 13,386.58 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, Mayank Chaturvedi
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BSE LIMITED EQ NEW FV RS. 2/- | 5.13 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 4.94 |
| FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- | 4.85 |
| HITACHI ENERGY INDIA LIMITED EQ | 4.72 |
| Billionbrains Garage Ventures Limited | 3.88 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 3.86 |
| Piramal Finance Limited | 3.51 |
| PB FINTECH LIMITED EQ NEW FV RS. 2/- | 3.43 |
| LENSKART SOLUTIONS PRIVATE LIMITED EQ | 3.23 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.01 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.26 |
| Capital Goods | 31.77 |
| Consumer Services | 8.12 |
| Healthcare | 6.68 |
| Fast Moving Consumer Goods | 3.89 |
| Metals & Mining | 3.74 |
| Automobile and Auto Components | 2.95 |
| Oil, Gas & Consumable Fuels | 2.76 |
| Power | 2.46 |
| Information Technology | 1.96 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Midcap Fund Reg Growth | 18.82 |