HSBC Midcap Fund Growth Return

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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)

₹13,387 Cr

Lock In Period

N/A

Expense Ratio

3.59

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

Summary

HSBC Midcap Fund Growth NAV is ₹430.4202 as of 21 May, 2026. HSBC Midcap Fund Growth has delivered 103.12% returns since its launch. The minimum SIP investment amount in HSBC Midcap Fund Growth is ₹500. The AUM of HSBC Midcap Fund Growth is ₹13,387 Cr. The expense ratio of the fund is 3.59%, and its benchmark is Nifty Midcap 100 Total Return. The current exit load of the fund 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 last 1M months, HSBC Midcap Fund Growth has delivered 2.94% returns.

HSBC Midcap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.94-0.013.59
6M4.341.4826.07
1Y15.484.7547.78
3Y26.6416.50142.86

Portfolio Analysis

  • Equity: 98.62%
  • Debt: 1.38%
  • Others
As on: 2026-04-30
View allocation % by

1. BSE Ltd5.13%
2. Multi Commodity Exchange of India Ltd.1.96%

1. The Federal Bank Limited3.86%
2. City Union Bank Limited1.86%
3. RBL Bank Limited0.10%
4. IDFC First Bank Limited0.04%

1. Lupin Limited2.12%
2. IPCA Laboratories Limited1.12%
3. Mankind Pharma Limited0.95%
4. Anthem Biosciences Limited0.67%
5. Syngene International Limited0.46%
6. Divi''s Laboratories Limited0.01%
7. Biocon Limited0.01%
8. Abbott India Limited0.00%

1. GE Vernova T&D India Limited4.94%

1. FSN E-Commerce Ventures Limited4.85%
2. SWIGGY LIMITED0.02%
3. Eternal Limited0.00%

1. Hitachi Energy India Limited4.72%

1. Piramal Finance Ltd3.51%
2. Shriram Finance Limited0.83%
3. Muthoot Finance Limited0.04%
4. Sundaram Finance Limited0.01%
5. Mahindra & Mahindra Financial Serv Ltd.0.00%

1. Bharat Heavy Electricals Limited2.63%
2. TD Power Systems Limited1.61%

1. Billionbrains Garage Ventures Ltd.3.88%
2. Coforge Limited0.04%
3. KPIT Technologies Limited0.03%
4. PERSISTENT SYSTEMS LTD0.02%

1. Bharat Electronics Limited3.01%
2. Data Patterns (India) Limited0.81%

1. PB Fintech Limited3.43%

1. Polycab India Limited2.60%
2. KEI Industries Limited0.77%
3. Motherson Sumi Wiring India Limited0.01%

1. Lenskart Solutions Limited3.23%

1. ICICI Prudential AMC Ltd2.22%
2. Aditya Birla Capital Limited0.74%
3. Max Financial Services Limited0.04%

1. Aditya Infotech Limited2.99%

1. Oil India Limited1.45%
2. Oil & Natural Gas Corporation Limited1.31%

1. Indian Bank2.66%

1. NTPC Green Energy Limited1.40%
2. JSW Energy Limited1.06%
3. The Tata Power Company Limited0.00%

1. Netweb Technologies India Limited1.87%
2. eClerx Services Limited0.29%

1. Radico Khaitan Limited2.03%

1. Nippon Life India Asset Management Ltd1.90%

1. Godfrey Phillips India Limited1.86%

1. APAR INDUSTRIES LTD1.85%

1. National Aluminium Company Limited1.06%
2. Hindalco Industries Limited0.72%

1. Kirloskar Oil Engines Ltd1.69%
2. Cummins India Limited0.05%

1. Tata Steel Limited0.90%
2. JSW Steel Limited0.60%

1. Thyrocare Technologies Limited1.31%
2. GLOBAL HEALTH LIMITED0.02%
3. Max Healthcare Institute Limited0.01%

1. Bharat Forge Limited1.32%

1. Ather Energy Limited1.01%

About Fund HSBC Midcap Fund Growth

HSBC Midcap Fund Growth managed by HSBC Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹13,387 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 3.59. 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
Edelweiss Mid Cap Fund Growth415910.69 CR1.8
Nippon India Growth Mid Cap Fund Growth545820.33 CR1.54
Invesco India Midcap Fund Growth311767.3 CR2.17
ICICI Prudential MidCap Fund Growth47556.68 CR1.77
HSBC Midcap Fund Growth413386.58 CR3.59
Fund Name1Y3Y
This FundEdelweiss Mid Cap Fund Growth7.211391.6267
This FundNippon India Growth Mid Cap Fund Growth7.99992.3278
This FundInvesco India Midcap Fund Growth7.790994.5315
This FundICICI Prudential MidCap Fund Growth17.0205100.3441
This FundHSBC Midcap Fund Growth15.482103.1197

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 3.59. 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 : 2.94%
  • 6 Months : 4.34%
  • 1 Year : 15.48%
  • 3 Years : 26.64%
Returns of HSBC Midcap Fund Growth are updated daily based on NAV of ₹ 430.4202 as on May 19,2026. Since inception, the return has been 103.12%.

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 ₹13,387 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.