HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
3Y Annualised
27.43%
0.65% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
11.72%
0.65% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
2 years 10 months
5 years 9 months
9 years 7 months
Fund info
Fund size
₹11341.83 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
If units redeemed or switched out are over and above the limit, within 1 year from the dateof allotment. 1%If units are redeemed or switched out on or after 1 year from the date of allotment. Nil
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
About HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl is a Equity mutual fund scheme from HSBC Asset Management (India) Private Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl has ₹11341.83 Cr worth of assets under management (AUM) as of Wed Apr 22 2026. The latest Net Asset Value (NAV) of HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl as of Tue Apr 21 2026 is ₹91.1415. The fund has an expense ratio of 0.66%, which is medium comparable to most other Equity funds.
HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl returns for the last 1 year are 20.83%. Since launch, it has delivered 19.25% average annual returns.
The HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl has the majority of its money invested in Consumer Cyclical, Industrials, Financial Services, Healthcare sectors.
Top 5 Holdings of HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl.
- FSN E-Commerce Ventures Ltd: 5.08%
- GE Vernova T&D India Ltd: 4.75%
- Hitachi Energy India Ltd Ordinary Shares: 4.03%
- BSE Ltd: 4.01%
- The Federal Bank Ltd: 3.75%
AMC Information
| Name | HSBC Asset Management (India) Private Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| hsbcmf@hsbc.co.in | |
| Phone | +91 22 66145000 |
| Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
| Address | HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort |
Tax Implications of HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from HSBC Asset Management (India) Private Ltd
Fixed IncomeCorporate Bond
3Y CAGR
7.05%
expense ratio
0.60%
fund size
₹5979.02 Cr
Fixed IncomeCredit Risk
3Y CAGR
11.78%
expense ratio
0.96%
fund size
₹475.54 Cr
Fixed IncomeDynamic Bond
3Y CAGR
6.34%
expense ratio
0.61%
fund size
₹126.29 Cr
AllocationDynamic Asset Allocation
3Y CAGR
12.36%
expense ratio
0.81%
fund size
₹1447.69 Cr
EquityLarge-Cap
3Y CAGR
16.21%
expense ratio
1.29%
fund size
₹1667.50 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0


