HSBC Midcap Fund

GrowthEquity Mid Cap Fund

380.813

%

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • 9,466.69 Cr.

  • Growth

  • 1.76%

  • Equity- Mid Cap Fund

  • S&P BSE 150 MidCap TRI

  • 09 Aug 2004

  • HSBC Mutual Fund know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -0.08% 13.20% 19.69% 13.32% 32.08% 29.43% 34.87% 17.69%
Category Average -2.19% 6.96% 10.36% 0.04% 22.96% 22.33% 27.34% 15.51%
HSBC Midcap Fund -3.19% 8.96% 13.49% 0.40% 25.73% - - -
Motilal Oswal Mid Cap 30 Fund -2.39% 7.52% 7.88% 2.27% 30.79% 29.43% 34.87% 17.09%
Invesco India Mid Cap Fund -0.63% 13.20% 19.69% 13.32% 32.08% 29.22% 29.66% 17.61%
HDFC Mid-Cap Opportunities Fund -0.65% 8.58% 12.24% 2.93% 24.62% 28.05% 31.64% 17.69%
Nippon India Growth Fund -2.18% 6.64% 13.16% 1.92% 26.57% 26.83% 31.23% 17.24%
Edelweiss Mid Cap Fund -3.72% 6.60% 11.22% 4.79% 28.58% 26.03% 31.09% -

Fund Portfolio Details

Equity 97.46%

Debt 0.00%

Others 2.54%

Top Equity Holdings

Name of the EquityHolding Percentage
Dixon Technologies (India) Ltd 4.45%
Max Healthcare Institute Ltd 4.21%
Zomato Ltd 4.10%
CG Power and Industrial Solutions Ltd 3.60%
Others 83.64%

Allocation by Sector

Name of the SectorHolding Percentage
Capital Goods 21.24%
Financial Services 17.04%
Consumer Durables 13.01%
Financial 12.92%
Healthcare 12.27%
Others 23.52%

Portfolio Holdings shown is as of 28 Feb 2025

Riskometer

Investors understand that their principal
will be at Very High risk