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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹1,082 Cr

Lock In Period

N/A

Expense Ratio

2.27

Benchmark

BSE 150 MidCap Total Return

Exit Load

Any redemption / switch-out of units within 1 year from the date of allotment shall be subject to 1% exit load.No Exit Load will be charged, if units are redeemed / switched-out after 1 year from the date of allotment.

Summary

Latest details for HSBC Mid Cap Fund - OLD Growth include a ₹9.4547 NAV as of Nov 25,2022 and returns since inception of --%. Minimum investments start at SIP ₹500. The HSBC Mid Cap Fund - OLD Growth AUM is ₹1,082 Cr, with a lock-in of N/A years, expense ratio of 2.27%, and benchmark BSE 150 MidCap Total Return. Exit load is - Any redemption / switch-out of units within 1 year from the date of allotment shall be subject to 1% exit load.No Exit Load will be charged, if units are redeemed / switched-out after 1 year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.59% returns, against a category average of -2.24% and a category best of 7.74%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.59-2.247.74
6M11.701.0164.49
1Y-4.395.68137.57
3Y0.0013.26202.94

Portfolio Analysis

  • Equity: 96.62%
  • Debt: 3.38%
  • Others
As on: 2022-10-31
View allocation % by

1. The Federal Bank Limited3.65%
2. ICICI Bank Limited3.36%
3. Cholamandalam Investment and Finance Company Ltd.3.28%
4. Max Financial Services Limited2.29%
5. Canara Bank0.54%

1. Navin Fluorine International Limited2.73%
2. Vinati Organics Limited2.37%
3. SRF Limited2.36%
4. Aarti Industries Limited1.29%
5. Atul Limited0.77%
6. Aarti Pharmalabs Ltd.0.10%

1. Radico Khaitan Limited2.41%
2. Emami Limited1.97%
3. United Breweries Limited1.91%

1. Max Healthcare Institute Limited2.53%
2. METROPOLIS HEALTHCARE LIMITED1.95%
3. Rainbow Children's Medicare Ltd.1.50%

1. Ashok Leyland Limited2.83%
2. Sona BLW Precision Forgings Limited1.72%
3. Balkrishna Industries Limited1.27%

1. ABB India Limited2.82%
2. Carborundum Universal Limited2.74%

1. Dalmia Bharat Limited2.22%
2. ACC Limited2.21%
3. JK Cement Limited1.00%

1. Coforge Limited1.41%
2. Persistent Systems Limited1.37%
3. Rategain Travel Technologies Ltd.1.25%
4. MphasiS Limited1.10%

1. Laurus Labs Limited2.73%
2. Alkem Laboratories Limited0.85%
3. IPCA Laboratories Limited0.84%

1. APL Apollo Tubes Limited3.49%
2. Jindal Steel & Power Limited0.85%

1. POLYCAB INDIA Limited2.57%
2. Motherson Sumi Wiring India Limited1.21%

1. Multi Commodity Exchange of India Limited3.12%

1. PI Industries Litmited3.00%

1. The Indian Hotels Company Limited2.78%

1. Phoenix Mills Limited1.98%
2. Prestige Estates Projects Limited0.74%

1. Dixon Technologies (India) Limited2.71%

1. Page Industries Limited1.61%
2. Arvind Limited1.03%

1. Kajaria Ceramics Limited2.50%

1. Aditya Birla Fashion and Retail Limited1.96%

1. Gujarat Gas Limited1.92%

1. INOX Leisure Limited1.42%

1. Oberoi Realty Limited1.37%

About Fund

HSBC Mid Cap Fund - OLD Growth managed by HSBC Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹1,082 Crore. The fund benchmarks its performance against the BSE 150 MidCap Total Return while maintaining an expense ratio of 2.27. Under the expert guidance of Ankur Arora ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHSBC Mid Cap Fund - OLD Growth01082.16 CR2.27
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundHSBC Mid Cap Fund - OLD Growth-4.49140
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

HSBC Mid Cap Fund - OLD Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Mid Cap Fund - OLD Growth is 2.27. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Mid Cap Fund - OLD Growth’s fund performance is as follows:
  • 1 Month : 0.59%
  • 6 Months : 11.70%
  • 1 Year : -4.39%
  • 3 Years : 0.00%
Returns of HSBC Mid Cap Fund - OLD Growth are updated daily based on NAV of ₹ 9.4547 as on Nov 25,2022. Since inception, the return has been 0.00%.

You can invest in HSBC Mid Cap Fund - OLD Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Mid Cap Fund - OLD Growth is ₹1,082 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Mid Cap Fund - OLD Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500