HSBC Midcap Fund Growth Return

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This Fund:
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Showing Funds Performance since Sep 07, 2020

HSBC Midcap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹15,578 Cr

Lock In Period

N/A

Expense Ratio

2.29

Exit Load

If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - NilIf units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%.If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.

Benchmark

Nifty Midcap 100 Total Return

HSBC Midcap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.650.636.21
6M17.782.9126.07
1Y22.735.8647.78
3Y25.0215.51142.86

Portfolio Analysis

  • Equity: 98.78%
  • Debt: 1.22%
  • Others
As on: 2026-07-31
View allocation % by

1. The Federal Bank Limited4.91%
2. AU Small Finance Bank Limited1.89%
3. City Union Bank Limited1.63%
4. IndusInd Bank Limited1.41%
5. IDFC First Bank Limited0.04%

1. Mankind Pharma Limited2.37%
2. IPCA Laboratories Limited1.71%
3. Lupin Limited1.42%
4. Syngene International Limited1.20%
5. Zydus Lifesciences Limited1.18%
6. Anthem Biosciences Limited0.01%
7. Biocon Limited0.01%
8. Abbott India Limited0.00%

1. FSN E-Commerce Ventures Limited4.04%
2. Meesho Limited3.34%
3. SWIGGY LIMITED0.02%
4. Eternal Limited0.01%

1. Piramal Finance Ltd3.66%
2. Mahindra & Mahindra Financial Serv Ltd.2.88%
3. Muthoot Finance Limited0.03%
4. Sundaram Finance Limited0.01%

1. Lenskart Solutions Limited4.13%

1. Nippon Life India Asset Management Ltd2.36%
2. ICICI Prudential AMC Ltd1.48%

1. PB Fintech Limited3.64%

1. GE Vernova T&D India Limited3.43%
2. ACME Solar Holdings Ltd.0.01%

1. Bharat Forge Limited3.22%

1. Aditya Infotech Limited2.92%

1. Aditya Birla Capital Limited1.90%
2. KFIN Technologies Limited0.69%
3. Max Financial Services Limited0.03%

1. JSW Energy Limited2.51%
2. NTPC Green Energy Limited0.00%

1. APAR INDUSTRIES LTD2.51%

1. Radico Khaitan Limited2.48%

1. Hitachi Energy India Limited2.30%

1. Thermax Limited2.29%

1. Coforge Limited1.26%
2. Billionbrains Garage Ventures Ltd.0.90%
3. PERSISTENT SYSTEMS LTD0.02%

1. Polycab India Limited1.10%
2. KEI Industries Limited1.08%

1. Netweb Technologies India Limited2.03%

1. Ather Energy Limited2.02%

1. Cochin Shipyard Limited1.87%
2. Mazagon Dock Shipbuilders Limited0.03%

1. Prestige Estates Projects Limited1.89%

1. TD Power Systems Limited1.16%
2. TRIVENI TURBINE LTD.0.72%

1. Data Patterns (India) Limited1.84%

1. Thyrocare Technologies Limited1.63%
2. Max Healthcare Institute Limited0.01%

1. Indian Bank1.62%

1. Godfrey Phillips India Limited1.52%

1. Multi Commodity Exchange of India Ltd.0.96%
2. BSE Ltd0.32%

1. Ashok Leyland Limited1.24%

1. Navin Fluorine International Limited1.09%

1. CG Power And Industrial Solutions Ltd1.02%
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About Fund HSBC Midcap Fund Growth

HSBC Midcap Fund Growth managed by HSBC Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹15,578 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 2.29. Under the expert guidance of Cheenu Gupta ,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.

Fund Managers

Cheenu Gupta

Ms. Cheenu Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T), prior to joining Canara Robeco Mutual Fund, she has worked with Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst and managed Funds Canara Robeco Equity Tax Saver Fund - Regular Plan - since Mar 2018 and Canara Robeco Dual Advantage Fund Series 1 - Regular Plan - since May 2018.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Baroda BNP Paribas Mid-Cap Fund Growth092 CR2.74
ICICI Prudential MidCap Fund Growth47,953 CR1.86
Invesco India Midcap Fund Growth314,721 CR1.87
HSBC Midcap Fund Growth415,578 CR2.29
Fund Name1Y3Y
This FundBaroda BNP Paribas Mid-Cap Fund Growth26.128384.2656
This FundICICI Prudential MidCap Fund Growth18.807887.35
This FundInvesco India Midcap Fund Growth11.561293.1976
This FundHSBC Midcap Fund Growth22.726895.4164

HSBC Midcap Fund Growth FAQs

HSBC Midcap Fund 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 Midcap Fund Growth is 2.29. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Midcap Fund Growth’s fund performance is as follows:
  • 1 Month : 3.65%
  • 6 Months : 17.78%
  • 1 Year : 22.73%
  • 3 Years : 25.02%
Returns of HSBC Midcap Fund Growth are updated daily based on NAV of ₹ 469.7187 as on Aug 14,2026. Since inception, the return has been 95.42%.

You can invest in HSBC Midcap Fund 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 Midcap Fund Growth is ₹15,578 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Midcap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.