HSBC Midcap Fund Growth Return

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  • 6M
  • 1Y
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  • 5Y
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)

₹17,188 Cr

Lock In Period

N/A

Expense Ratio

2.25

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(%)
1M-2.61-1.472.55
6M25.151.6725.82
1Y16.423.0947.78
3Y22.5710.5091.02

Portfolio Analysis

  • Equity: 99.23%
  • Debt: 0.77%
  • Others
As on: 2026-08-31
View allocation % by

1. The Federal Bank Limited3.96%
2. AU Small Finance Bank Limited1.78%
3. City Union Bank Limited1.64%
4. IndusInd Bank Limited1.28%
5. IDFC First Bank Limited0.03%

1. Meesho Limited4.00%
2. FSN E-Commerce Ventures Limited3.61%
3. SWIGGY LIMITED0.02%
4. Eternal Limited0.00%

1. Mankind Pharma Limited2.10%
2. Zydus Lifesciences Limited1.98%
3. IPCA Laboratories Limited1.75%
4. Lupin Limited1.17%
5. Syngene International Limited0.07%
6. Anthem Biosciences Limited0.01%
7. Biocon Limited0.00%
8. Abbott India Limited0.00%

1. Piramal Finance Ltd3.92%
2. Mahindra & Mahindra Financial Serv Ltd.2.27%
3. Muthoot Finance Limited0.03%

1. PB Fintech Limited3.87%
2. One 97 Communications Limited1.47%

1. Lenskart Solutions Limited4.81%

1. Ather Energy Limited3.57%

1. Aditya Birla Capital Limited1.74%
2. KFIN Technologies Limited1.67%
3. Max Financial Services Limited0.03%

1. APAR INDUSTRIES LTD3.38%

1. GE Vernova T&D India Limited3.20%
2. ACME Solar Holdings Ltd.0.01%

1. Bharat Forge Limited2.79%

1. Radico Khaitan Limited2.70%

1. Aditya Infotech Limited2.64%

1. Hitachi Energy India Limited2.19%

1. Nippon Life India Asset Management Ltd2.16%

1. JSW Energy Limited2.13%
2. NTPC Green Energy Limited0.00%

1. Netweb Technologies India Limited2.11%

1. Navin Fluorine International Limited2.06%

1. Thyrocare Technologies Limited1.99%
2. Max Healthcare Institute Limited0.01%

1. TD Power Systems Limited1.22%
2. TRIVENI TURBINE LTD.0.73%

1. Coforge Limited1.92%
2. PERSISTENT SYSTEMS LTD0.01%
3. Billionbrains Garage Ventures Ltd.0.00%

1. Thermax Limited1.88%

1. Cochin Shipyard Limited1.80%
2. Mazagon Dock Shipbuilders Limited0.02%

1. Data Patterns (India) Limited1.77%

1. Prestige Estates Projects Limited1.73%

1. Ashok Leyland Limited1.65%

1. Multi Commodity Exchange of India Ltd.1.63%
2. BSE Ltd0.00%

1. Indian Bank1.57%

1. Shadowfax Technologies Limited1.44%

1. Godfrey Phillips India Limited1.36%

1. AVALON TECHNOLOGIES LIMITED1.34%
2. Dixon Technologies (India) Limited0.02%

1. Poly Medicure Ltd1.26%
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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 ₹17,188 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 2.25. 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
WhiteOak Capital Mid Cap Fund Growth27,485 CR2.28
ICICI Prudential Mid Cap Fund Growth48,403 CR1.84
HSBC Midcap Fund Growth417,188 CR2.25
Baroda BNP Paribas Mid-Cap Fund Growth092 CR2.74
Fund Name1Y3Y
This FundWhiteOak Capital Mid Cap Fund Growth11.307872.1815
This FundICICI Prudential Mid Cap Fund Growth12.236674.806
This FundHSBC Midcap Fund Growth16.419684.1194
This FundBaroda BNP Paribas Mid-Cap Fund Growth26.128384.2656

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 2.25. 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 : -2.61%
  • 6 Months : 25.15%
  • 1 Year : 16.42%
  • 3 Years : 22.57%
Returns of HSBC Midcap Fund Growth are updated daily based on NAV of ₹ 460.8217 as on Sep 25,2026. Since inception, the return has been 84.12%.

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 ₹17,188 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.
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