HSBC Midcap Fund - Regular Growth
| Category: Equity: Mid Cap |
| Launch Date: 09-08-2004 |
| Asset Class: |
| Benchmark: NIFTY Midcap 150 TRI |
| Expense Ratio: 1.74% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 10,362 Cr As on (31-03-2025) |
| Turn over: 55% |
347.5512
-5.25 (-1.5094%)
18.64%
NIFTY Midcap 150 TRI 17.31%
PERFORMANCE of HSBC Midcap Fund - Regular Growth
Scheme Performance (%)
Data as on - 08-05-2025Yearly Performance (%)
Fund Managers
Venugopal Manghat, Cheenu Gupta, Sonal 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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 | 12.61 | 0.79 | -0.71 | 0.93 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |
PEER COMPARISION of HSBC Midcap Fund - Regular Growth
| 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 | 5.22 | 28.39 | 21.79 | 26.44 | 15.48 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 16.72 | 35.2 | 29.29 | 37.75 | 17.8 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 16.11 | 30.29 | 24.84 | 30.12 | 16.86 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 15.43 | 30.66 | 24.65 | 32.95 | 17.5 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.65 | 29.92 | 0.0 | 0.0 | 0.0 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 11.48 | 28.32 | 23.72 | 28.42 | 14.86 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 9.49 | 24.38 | 19.79 | 30.63 | 17.09 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 9.06 | 28.82 | 26.2 | 33.43 | 17.29 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 9.0 | 29.18 | 23.65 | 29.62 | 14.72 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 8.93 | 30.27 | 24.84 | 33.56 | 17.11 |