Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹12,448 Cr

Lock In Period

N/A

Expense Ratio

1.72

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 ₹362.7276 NAV as of Mar 23,2026 and returns since inception of 80.25%. Minimum investments start at SIP ₹500. The HSBC Midcap Fund Growth AUM is ₹12,448 Cr, with a lock-in of N/A years, expense ratio of 1.72%, 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 -9.62% returns, against a category average of -2.27% and a category best of 3.59%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-9.62-2.273.59
6M-9.170.2826.07
1Y7.223.2847.78
3Y21.7011.79142.86

Portfolio Analysis

  • Equity: 97.93%
  • Debt: 2.07%
  • Others
As on: 2026-02-28
View allocation % by

1. The Federal Bank Limited3.95%
2. City Union Bank Limited2.10%
3. RBL Bank Limited1.37%
4. IDFC First Bank Limited0.43%

1. FSN E-Commerce Ventures Limited5.22%
2. Eternal Limited1.31%
3. SWIGGY LIMITED0.02%

1. BSE Ltd3.35%
2. Multi Commodity Exchange of India Ltd.2.81%

1. Polycab India Limited3.48%
2. Motherson Sumi Wiring India Limited1.54%
3. KEI Industries Limited0.92%

1. Billionbrains Garage Ventures Ltd.2.86%
2. Coforge Limited1.49%
3. PERSISTENT SYSTEMS LTD1.07%
4. KPIT Technologies Limited0.03%

1. Ashok Leyland Limited5.30%

1. GE Vernova T&D India Limited4.58%

1. Max Financial Services Limited2.93%
2. Aditya Birla Capital Limited1.34%

1. Hitachi Energy India Limited3.87%

1. ICICI Prudential AMC Ltd2.26%
2. Nippon Life India Asset Management Ltd1.60%

1. Piramal Finance Ltd2.59%
2. Muthoot Finance Limited1.02%
3. Sundaram Finance Limited0.01%
4. Mahindra & Mahindra Financial Serv Ltd.0.00%

1. Lenskart Solutions Limited3.61%

1. Bharat Electronics Limited3.29%
2. Data Patterns (India) Limited0.00%

1. PB Fintech Limited3.28%

1. Cummins India Limited1.50%
2. Kirloskar Oil Engines Ltd1.49%

1. Anthem Biosciences Limited1.74%
2. Mankind Pharma Limited1.03%
3. IPCA Laboratories Limited0.03%
4. Divi''s Laboratories Limited0.01%
5. Biocon Limited0.01%
6. Abbott India Limited0.00%

1. Aditya Infotech Limited2.31%

1. Indian Bank1.91%

1. Godfrey Phillips India Limited1.88%

1. Bharti Hexacom Limited1.88%

1. Dixon Technologies (India) Limited1.12%
2. AVALON TECHNOLOGIES LIMITED0.72%

1. Radico Khaitan Limited1.69%

1. APAR INDUSTRIES LTD1.55%

1. Thyrocare Technologies Limited1.38%
2. GLOBAL HEALTH LIMITED0.02%
3. Max Healthcare Institute Limited0.01%

1. Titan Company Limited1.26%

1. SAFARI INDUSTRIES (INDIA) LIMITED1.17%

1. eClerx Services Limited1.07%

1. TD Power Systems Limited1.03%
2. Bharat Heavy Electricals Limited0.02%

1. CRISIL Limited1.01%

About Fund

HSBC Midcap Fund Growth managed by HSBC Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹12,448 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.72. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundMahindra Manulife Mid Cap Fund Growth34440.12 CR1.87
This FundSundaram Mid Cap Fund Growth413235.5 CR1.73
This FundHSBC Midcap Fund Growth412447.7 CR1.72
This FundInvesco India Midcap Fund Growth510771.9 CR1.71
Fund Name1Y3Y
This FundMahindra Manulife Mid Cap Fund Growth0.944678.8824
This FundSundaram Mid Cap Fund Growth2.633678.9622
This FundHSBC Midcap Fund Growth7.216880.2505
This FundInvesco India Midcap Fund Growth3.003786.118

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 1.72. 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 : -9.62%
  • 6 Months : -9.17%
  • 1 Year : 7.22%
  • 3 Years : 21.70%
Returns of HSBC Midcap Fund Growth are updated daily based on NAV of ₹ 362.7276 as on Mar 23,2026. Since inception, the return has been 80.25%.

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 ₹12,448 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