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Fund Overview of HSBC Midcap Fund-growth
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₹14,249.2 CrAUM
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₹451.18NAV
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2.28%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of HSBC Midcap Fund-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 19.60% | NA | 4.37% |
| 6 Months | 14.88% | NA | 15.67% |
| 1 Year | 18.02% | 18.02% | -0.50% |
| 2 Years | 22.30% | 10.59% | 23.18% |
| 3 Years | 99.00% | 25.78% | 22.72% |
| 5 Years | 135.92% | 18.73% | 26.92% |
| 7 Years | 247.81% | 19.49% | NA |
| 10 Years | 400.98% | 17.48% | 16.72% |
Compare HSBC Midcap Fund-growth with other mutual funds in the same category
HSBC Midcap Fund-growth
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Asset Allocation
equities
98.90%other assets or cash equivalents
1.12%HSBC Midcap Fund-growth is one Equity mutual fund offered by HSBC Mutual Fund. Launched on 09 Aug 2004, the fund aims Long term capital growth. Investment primarily in midcap equity and equity-related securities. It manages assets worth ₹14,249.2 crore as on Sun May 31, 2026. The expense ratio stands at 2.28%. Fund Manager Manager Education Fund Manager Manager EducationAbout HSBC Midcap Fund-growth
The portfolio allocation consists of 98.90% in equities, 1.12% in other assets or cash equivalents.Managed by Sonal Gupta, it has delivered a return of 18.02% in the last year, a total return since inception of 18.99%.
To take informed financial choices it is useful to compare best sip to invest that align with financial planning needs.
Key Metrics of HSBC Midcap Fund-growth
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Standard Deviation19.96%
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Sharpe Ratio1.02%
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Alpha4.73%
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Beta1.03%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from HSBC Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
HSBC Midcap Fund Direct-growth
|
₹14,249 | 5.26% | 19.92% | 15.49% | 19.27% | 27.12% |
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HSBC Midcap Fund Direct-idcw
|
₹14,249 | 5.26% | 19.92% | 15.49% | 19.27% | 27.12% |
|
HSBC Midcap Fund-idcw
|
₹14,249 | 5.16% | 19.60% | 14.88% | 18.02% | 25.78% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Ge T&d India Ltd | Industrials | 4.66% | ₹663.96 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 4.51% | ₹642.56 Cr |
| Bse Ltd | Financial | 4.34% | ₹619.03 Cr |
| Pb Fintech Ltd | Financial | 4.24% | ₹603.61 Cr |
| Lenskart Solutions Ltd. | 4.21% | ₹599.95 Cr | |
| Bharat Heavy Electricals Ltd | Industrials | 3.76% | ₹535.56 Cr |
| The Federal Bank Ltd | Financial | 3.65% | ₹520.14 Cr |
| Dewan Housing Finance Corp. Ltd. Eq | Financial | 3.51% | ₹500.03 Cr |
| Billionbrains Garage Ventures Ltd. | 3.23% | ₹460.04 Cr | |
| Aditya Infotech Ltd. | Technology | 3.19% | ₹454.52 Cr |
| Hitachi Energy India Ltd | Industrials | 3.17% | ₹451.63 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 2.60% | ₹370.07 Cr |
| Repo | Unspecified | 2.53% | ₹361.17 Cr |
| Indian Bank | Financial | 2.44% | ₹347.73 Cr |
| Netweb Technologies India Ltd. | Technology | 2.29% | ₹326.22 Cr |
| Nippon Life India Asset Management Ltd | Financial | 2.19% | ₹311.83 Cr |
| Icici Prudential Asset Management Company Ltd. | 2.04% | ₹290.04 Cr | |
| Radico Khaitan Ltd | Consumer Staples | 1.96% | ₹279.27 Cr |
| Lupin Ltd | Healthcare | 1.96% | ₹279.10 Cr |
| Thermax Ltd | Industrials | 1.90% | ₹271.14 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
HSBC Midcap Fund-growth
What is the current AUM of HSBC Midcap Fund-growth?
As of Sun May 31, 2026, HSBC Midcap Fund-growth manages assets worth ₹14,249.2 crore
How has HSBC Midcap Fund-growth performed recently?
- 3 Months: 19.60%
- 6 Months: 14.88%
What is the long-term performance of HSBC Midcap Fund-growth?
- 3 Years CAGR: 25.78%
- 5 Years CAGR: 18.73%
- Since Inception: 18.99%
What is the portfolio composition of HSBC Midcap Fund-growth?
Equity: 98.90%, Others: 1.12%.
Who manages HSBC Midcap Fund-growth?
HSBC Midcap Fund-growth is managed by Sonal Gupta from HSBC Mutual Fund.
What is the market-cap allocation of HSBC Midcap Fund-growth?
Large Cap: 5.03%, Mid Cap: 75.03%, Small Cap: 19.94%.
Which are the top companies HSBC Midcap Fund-growth has invested in?
- GE T&D India Ltd – 4.66% of the fund's portfolio
- FSN E-Commerce Ventures Ltd – 4.51% of the fund's portfolio
- BSE Ltd – 4.34% of the fund's portfolio
- PB Fintech Ltd – 4.24% of the fund's portfolio
- Lenskart Solutions Ltd. – 4.21% of the fund's portfolio
Which are the major sectors HSBC Midcap Fund-growth focuses on?
- Financial – 20.37% of the fund's portfolio
- Industrials – 13.49% of the fund's portfolio
- Other – 9.48% of the fund's portfolio
- Consumer Discretionary – 7.11% of the fund's portfolio
- Technology – 5.48% of the fund's portfolio
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