HSBC Midcap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Midcap Growth Direct Plan

NAV
₹389.2347
+3.14%
(29 Jan)
AUM
12,416 Cr
TER
0.66%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+30.8%
+22.5%
+15.9%
+15.0%
+14.5%
+12.9%
3Y
+29.6%
+23.4%
+20.1%
+24.5%
+22.4%
+18.4%
5Y
+28.8%
+27.3%
+20.3%
+25.9%
+25.3%
+22.1%
ALL
+24.3%
+22.2%
+19.7%
+21.1%
+18.6%
+18.3%
VOL
17.7%
16.9%
15.7%
15.8%
16.8%
-
TER
0.7%
0.4%
0.7%
0.8%
0.8%
-
AUM
₹26,421 Cr
₹8,666 Cr
₹12,416 Cr
₹77,967 Cr
₹35,278 Cr
-
INFO
1.37
1.32
1.25
1.34
1.10
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Midcap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
CG Power & Industrial Solutions Ltd
5.0%
PB Fintech Ltd
4.6%
Dixon Technologies (India) Ltd
4.4%
Trent Ltd
3.6%
Suzlon Energy Ltd
3.5%
Zomato Ltd
3.4%
HDFC Asset Management Co Ltd
3.3%
JSW Energy Ltd
3.3%
BSE Ltd
3.2%
Godrej Properties Ltd
3.0%
Top industry exposure
Industrials
29.4%
Financial Services
18.4%
Consumer Cyclical
14.2%
Technology
13.5%
Real Estate
7.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
91%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To seek to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund manager(s)
Venugopal Manghat
Cheenu Gupta
Sonal Gupta

FAQs