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)

₹14,249 Cr

Lock In Period

N/A

Expense Ratio

1.72

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 ₹446.8849 as of 18 Jun, 2026. HSBC Midcap Fund Growth has delivered 98.94% returns since its launch. The minimum SIP investment amount in HSBC Midcap Fund Growth is ₹500. The AUM of HSBC Midcap Fund Growth is ₹14,249 Cr. The expense ratio of the fund is 1.72%, 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 4.06% returns.

HSBC Midcap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.060.414.15
6M11.441.9726.07
1Y17.465.1047.78
3Y25.7715.50142.86

Portfolio Analysis

  • Equity: 98.88%
  • Debt: 1.12%
  • Others
As on: 2026-05-31
View allocation % by

1. Lupin Limited1.96%
2. Mankind Pharma Limited1.71%
3. Syngene International Limited1.50%
4. IPCA Laboratories Limited1.21%
5. Anthem Biosciences Limited0.34%
6. Biocon Limited0.01%
7. Abbott India Limited0.00%

1. FSN E-Commerce Ventures Limited4.51%
2. Meesho Limited1.74%
3. SWIGGY LIMITED0.02%
4. Eternal Limited0.00%

1. Bharat Heavy Electricals Limited3.76%
2. TD Power Systems Limited1.66%
3. TRIVENI TURBINE LTD.0.77%

1. BSE Ltd4.34%
2. Multi Commodity Exchange of India Ltd.1.83%

1. The Federal Bank Limited3.65%
2. City Union Bank Limited1.65%
3. IDFC First Bank Limited0.03%

1. GE Vernova T&D India Limited4.66%

1. PB Fintech Limited4.24%

1. Nippon Life India Asset Management Ltd2.19%
2. ICICI Prudential AMC Ltd2.04%

1. Lenskart Solutions Limited4.21%

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

1. Billionbrains Garage Ventures Ltd.3.23%
2. Coforge Limited0.04%
3. PERSISTENT SYSTEMS LTD0.02%

1. Aditya Infotech Limited3.19%

1. Hitachi Energy India Limited3.17%

1. JSW Energy Limited1.89%
2. NTPC Green Energy Limited0.98%

1. Bharat Forge Limited2.60%

1. Indian Bank2.44%

1. Netweb Technologies India Limited2.29%

1. National Aluminium Company Limited1.31%
2. Hindalco Industries Limited0.73%

1. Polycab India Limited1.25%
2. KEI Industries Limited0.78%

1. Radico Khaitan Limited1.96%

1. Thermax Limited1.90%

1. APAR INDUSTRIES LTD1.85%

1. Godfrey Phillips India Limited1.78%

1. Thyrocare Technologies Limited1.55%
2. Max Healthcare Institute Limited0.01%

1. Kirloskar Oil Engines Ltd1.40%

1. Hindustan Petroleum Corporation Limited1.34%

1. Oil India Limited1.30%

1. Atlanta Electricals Limited1.25%

About Fund HSBC Midcap Fund Growth

HSBC Midcap Fund Growth managed by HSBC Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹14,249 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.

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 Growth092.04 CR2.74
Invesco India Midcap Fund Growth312396.75 CR1.71
ICICI Prudential MidCap Fund Growth47789.35 CR1.77
HSBC Midcap Fund Growth414249.22 CR1.72
Fund Name1Y3Y
This FundBaroda BNP Paribas Mid-Cap Fund Growth26.128384.2656
This FundInvesco India Midcap Fund Growth8.075290.6906
This FundICICI Prudential MidCap Fund Growth15.034292.6423
This FundHSBC Midcap Fund Growth17.462598.9381

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 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 : 4.06%
  • 6 Months : 11.44%
  • 1 Year : 17.46%
  • 3 Years : 25.77%
Returns of HSBC Midcap Fund Growth are updated daily based on NAV of ₹ 446.8849 as on Jun 16,2026. Since inception, the return has been 98.94%.

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 ₹14,249 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.