Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹11,342 Cr

Lock In Period

N/A

Expense Ratio

1.73

Benchmark

Nifty Midcap 100 Total Return

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.

Summary

Latest details for HSBC Midcap Fund Growth include a ₹415.708 NAV as of Apr 17,2026 and returns since inception of 98.70%. Minimum investments start at SIP ₹500. The HSBC Midcap Fund Growth AUM is ₹11,342 Cr, with a lock-in of N/A years, expense ratio of 1.73%, and benchmark Nifty Midcap 100 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 9.63% returns, against a category average of 1.02% and a category best of 11.40%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.631.0211.40
6M1.181.3926.07
1Y21.056.1147.78
3Y25.7216.43142.86

Portfolio Analysis

  • Equity: 98.87%
  • Debt: 1.13%
  • Others
As on: 2026-03-31
View allocation % by

1. The Federal Bank Limited3.75%
2. City Union Bank Limited1.95%
3. RBL Bank Limited1.37%
4. IDFC First Bank Limited0.04%

1. Lupin Limited1.99%
2. Anthem Biosciences Limited1.79%
3. IPCA Laboratories Limited1.38%
4. Mankind Pharma Limited1.01%
5. Divi''s Laboratories Limited0.01%
6. Biocon Limited0.01%
7. Abbott India Limited0.00%

1. BSE Ltd4.01%
2. Multi Commodity Exchange of India Ltd.1.86%

1. FSN E-Commerce Ventures Limited5.08%
2. Eternal Limited0.33%
3. SWIGGY LIMITED0.02%

1. Polycab India Limited3.43%
2. Motherson Sumi Wiring India Limited0.82%
3. KEI Industries Limited0.80%

1. GE Vernova T&D India Limited4.75%

1. Hitachi Energy India Limited4.03%

1. Piramal Finance Ltd3.00%
2. Shriram Finance Limited0.92%
3. Muthoot Finance Limited0.04%
4. Sundaram Finance Limited0.01%
5. Mahindra & Mahindra Financial Serv Ltd.0.00%

1. Bharat Electronics Limited3.70%
2. Data Patterns (India) Limited0.00%

1. Lenskart Solutions Limited3.68%

1. ICICI Prudential AMC Ltd2.23%
2. Aditya Birla Capital Limited1.24%
3. Max Financial Services Limited0.04%

1. PB Fintech Limited3.47%

1. Cummins India Limited1.83%
2. Kirloskar Oil Engines Ltd1.56%

1. Billionbrains Garage Ventures Ltd.2.88%
2. PERSISTENT SYSTEMS LTD0.32%
3. Coforge Limited0.04%
4. KPIT Technologies Limited0.03%

1. Aditya Infotech Limited3.00%

1. Oil & Natural Gas Corporation Limited1.47%
2. Oil India Limited1.41%

1. Bharti Hexacom Limited2.36%

1. TD Power Systems Limited1.40%
2. Bharat Heavy Electricals Limited0.96%

1. Indian Bank2.07%

1. Radico Khaitan Limited1.84%

1. NTPC Green Energy Limited1.39%
2. The Tata Power Company Limited0.45%

1. Godfrey Phillips India Limited1.83%

1. Tata Steel Limited0.96%
2. JSW Steel Limited0.63%

1. Nippon Life India Asset Management Ltd1.52%

1. APAR INDUSTRIES LTD1.51%

1. Dixon Technologies (India) Limited0.79%
2. AVALON TECHNOLOGIES LIMITED0.72%

1. National Aluminium Company Limited0.97%
2. Hindalco Industries Limited0.49%

1. Thyrocare Technologies Limited1.35%
2. GLOBAL HEALTH LIMITED0.02%
3. Max Healthcare Institute Limited0.01%

1. Bharat Forge Limited1.38%

1. Ashok Leyland Limited1.07%

1. SAFARI INDUSTRIES (INDIA) LIMITED1.02%

About Fund

HSBC Midcap Fund Growth managed by HSBC Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹11,342 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.73. 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
This FundHDFC Mid Cap Fund - Growth585357.92 CR1.37
This FundEdelweiss Mid Cap Fund Growth413553.62 CR1.68
This FundHSBC Midcap Fund Growth411341.83 CR1.73
This FundICICI Prudential MidCap Fund Growth46568.77 CR1.87
This FundInvesco India Midcap Fund Growth39895.34 CR1.72
Fund Name1Y3Y
This FundHDFC Mid Cap Fund - Growth14.016493.1418
This FundEdelweiss Mid Cap Fund Growth12.402397.0073
This FundHSBC Midcap Fund Growth21.051298.7025
This FundICICI Prudential MidCap Fund Growth26.4242101.2511
This FundInvesco India Midcap Fund Growth15.1201101.792

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 1.73. 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 : 9.63%
  • 6 Months : 1.18%
  • 1 Year : 21.05%
  • 3 Years : 25.72%
Returns of HSBC Midcap Fund Growth are updated daily based on NAV of ₹ 415.708 as on Apr 17,2026. Since inception, the return has been 98.70%.

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 ₹11,342 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.
Min Inv Amount: ₹500