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

HSBC Midcap Growth Direct Plan

NAV
₹388.5731
-2.50%
(25 Apr)
AUM
10,362 Cr
TER
0.69%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+16.2%
+14.1%
+10.4%
+6.4%
+5.9%
+4.6%
3Y
+24.9%
+28.0%
+25.6%
+19.6%
+21.2%
+24.9%
5Y
+35.6%
+38.9%
+34.4%
+30.0%
+28.0%
NA
ALL
+22.1%
+23.6%
+20.9%
+17.8%
+19.6%
+20.0%
VOL
17.0%
17.8%
15.9%
-
16.0%
16.7%
TER
0.4%
0.6%
0.9%
-
0.7%
0.3%
AUM
₹8,634 Cr
₹26,028 Cr
₹72,610 Cr
-
₹10,362 Cr
₹1,092 Cr
INFO
1.30
1.33
1.32
-
1.22
1.20
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 Mar
Top holdings
Max Healthcare Institute Ltd Ordinary Shares
4.6%
Persistent Systems Ltd
4.4%
BSE Ltd
4.2%
Dixon Technologies (India) Ltd
3.9%
Indian Hotels Co Ltd
3.6%
Trent Ltd
3.5%
The Federal Bank Ltd
3.5%
Coforge Ltd
3.4%
Lupin Ltd
3.4%
Eternal Ltd
3.4%
Top industry exposure
Industrials
24.2%
Consumer Cyclical
18.7%
Financial Services
16.2%
Technology
15.0%
Healthcare
13.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
103%
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