Good morning :)
Add to Watchlist
Share

How to use scorecard? Learn more

HSBC Midcap Fund

Growth
EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 11,912 Cr
Very High RiskPrinciple investment will be at very high risk
467.490.02% (-0.10)

Price Chart

High
Low
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 11,912 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6774.451.93
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2858.071.71

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 10% of units and 1% for above the limits on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty Midcap 150 - TRI

About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HSBC Midcap Fund46.92%27.41%22.12%
HDFC Mid-Cap Opportunities Fund34.22%28.86%22.59%
Kotak Emerging Equity Fund41.53%24.64%22.49%
Nippon India Growth Fund35.42%27.45%20.23%

Price Comparison

Compare HSBC Midcap Fund with any MF, ETF, stock or index
Compare HSBC Midcap Fund with any MF, ETF, stock or index
HSBC Midcap Fund
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity1.67%98.33%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+28 moreIT Services & ConsultingIndustrial MachineryReal EstateHome Electronics & AppliancesElectrical Components & Equipments56.19 %5.17 %5.79 %6.60 %7.96 %18.29 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 240.16%0.16%2.38%9.75%16.80%18.29%
Electrical Components & Equipments as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Suzlon Energy Ltd
    SUZLON
    3M change : -0.92 %

    Holdings

    4.78 %

    -0.92 %
  • CG Power and Industrial Solutions Ltd
    CGPOWER
    3M change : 2.10 %

    Holdings

    4.64 %

    2.10 %
  • Dixon Technologies (India) Ltd
    DIXON
    3M change : 1.44 %

    Holdings

    4.04 %

    1.44 %

AMC Profile

HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019

  • No.of Schemes

    44

  • Total AUM

    ₹ 1,29,875.42 Cr.

Fund Manager Profile

Cheenu Gupta

AUM:  ₹43,289.18 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Venugopal Manghat

AUM:  ₹55,446.93 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 18yrs

Manager Performance (0)

Loading...

Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.