CASPeR Ranking #48
HSBC Midcap Fund Direct Plan Growth
NAV (Tue Feb 04 2025)
₹396
Returns (Since Inception)
21.39%
Category Average
19.25%
Rating
4
Allocation and Holdings
Asset class
Weightage
Industrials
8.53%
Financial Services
11.09%
Technology
4.40%
Consumer Cyclical
7.03%
Utilities
3.25%
Real Estate
3.05%
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4.5Overall rating
Scheme Information
Fund name
HSBC Midcap Fund Direct Plan Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹12416.26 Cr
ISIN
INF917K01FZ1
Inception Date
Jan 01 2013
Standard Deviation
15.666
Beta
0.87
Sharpe Ratio
0.932
Benchmark
S&P BSE Midcap 150 TR INR
Expense Ratio
0.660%
Exit Load
If 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
Risk
Very High Risk
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Managers
Venugopal Manghat
Vihang Naik
About the AMC
HSBC Asset Management (India) Private Ltd
Phone Number
+91 22 66145000Email Address
hsbcmf@hsbc.co.inCorporate Office Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,FortOverall AUM
₹12416.26 Cr
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