HSBC Midcap Fund Direct Growth

Equity
Mid Cap
Very High Risk
25.13%
3Y annualised
-0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 May 2024₹388.22
Min. SIP amount₹500
Rating3
Fund size₹10,342.47Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns65.2%25.1%22.8%21.3%
Category average56.6%25.2%24.1%NA
Rank with in category71817NA
Understand terms

Holdings (85)

NameSectorInstrumentAssets
FinancialEquity3.06%
Capital GoodsEquity2.75%
AutomobileEquity2.71%
FinancialEquity2.59%
Metals & MiningEquity2.51%
HealthcareEquity2.47%
HealthcareEquity2.35%
ConstructionEquity2.35%
ServicesEquity2.31%
FinancialEquity2.30%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

Lower expense ratio: 0.66%
3Y and 5Y annualised returns lower than category average
1Y and 10Y annualised returns higher than category average

Expense ratio, exit load and tax

Expense ratio: 0.66%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Venugopal Manghat
Oct 2023 - Present
View details

Education
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Experience
Prior to joining HSBC Mutual Fund, he has worked with L&T Mutual Fund, Tata Asset Management Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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