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HSBC Midcap Fund - Regular Growth

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Category: Equity: Mid Cap
Launch Date: 09-08-2004
Asset Class:
Benchmark: S&P BSE 150 MidCap TRI
Expense Ratio: 1.78% As on (31-10-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 8,007.73 Cr As on (31-10-2023)
Turn over: 24%
NAV as on 05-12-2023

283.3052

0.78 (0.2761%)

CAGR Since Inception

18.88%

S&P BSE 150 MidCap TRI 19.05%

PERFORMANCE of HSBC Midcap Fund - Regular Growth

Scheme Performance (%)

Data as on - 05-12-2023

Yearly Performance (%)

Fund Managers

Venugopal Manghat, Cheenu Gupta

Investment Objective

The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.

RETURNS CALCULATOR for HSBC Midcap Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of HSBC Midcap Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Midcap Fund - Regular Growth 13.2 1.23 -2.6 0.84 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of HSBC Midcap Fund - Regular Growth

Compare SIP Compare Lumpsum
Period
Data as on - 05-12-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
HSBC Midcap Fund - Regular Growth 09-08-2004 32.32 17.49 22.94 16.81 20.95
JM Midcap Fund (Regular) - Growth 21-11-2022 38.7 0.0 0.0 0.0 0.0
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 35.64 25.42 30.77 22.44 22.06
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 35.59 20.17 30.45 22.15 0.0
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 35.45 22.93 31.51 24.02 20.58
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 32.73 17.9 25.96 21.58 21.25
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 32.53 0.0 0.0 0.0 0.0
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 18-08-2022 30.74 0.0 0.0 0.0 0.0
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 30.38 19.39 26.86 17.85 19.58
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 29.73 24.21 34.31 23.93 0.0

PORTFOLIO ANALYSIS of HSBC Midcap Fund - Regular Growth

Asset Allocation (%)