Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Significant holdings have underlying redflags
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.66 | 71.56 | 2.28 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.27 | 59.57 | 2.22 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty Midcap 150 - TRI |
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
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HSBC Midcap Fund(IDCW) | 43.50% | 14.68% | 13.23% |
HDFC Mid-Cap Opportunities Fund(IDCW) | 36.32% | 18.74% | 14.36% |
Kotak Emerging Equity Fund(IDCW-Payout) | 47.05% | 23.84% | 17.68% |
Nippon India Growth Fund(IDCW) | 41.26% | 19.96% | 11.42% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
5.89 %
Holdings
3.92 %
Holdings
3.43 %
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
₹ 1,28,643.62 Cr.
Cheenu Gupta
AUM: ₹43,428.96 Cr.
|
Exp: —
Venugopal Manghat
AUM: ₹56,333.03 Cr.
|
Exp: 18yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
HSBC's strategic bet on industrials: Insights from Cheenu Gupta #investmentstrategy
4 months ago•Value Research
An interesting chat with Cheenu Gupta: From Coding to Finance - A Journey to Top Fund Management
5 months ago•Value Research
Exclusive interview with Venugopal Manghat, CIO (Equity), HSBC Mutual Fund #investment
10 months ago•Value Research
Returns
Other Funds in the same category are generating better returns