HSBC Midcap Fund - Regular Growth

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Mid Cap NAV 204.4933 0 02 February, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 January, 2013
Benchmark
Asset Size(Cr) 7444.26 (As on 31-12-2022)
Turn over 16%
Min Investment ₹ 5000
Min SIP Investment -
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.83% (As on 31-12-2022)
Fund Manager Vihang Naik, Cheenu Gupta

Investment Returns (As on 02 Feb, 2023)

Duration Returns Benchmark Category
1 W 0.33% -1.54% -
1 M -2.27% -2.69% -2.94%
3 M -2.34% -2.89% -4.08%
6 M -0.11% 1.95% 0.57%
1 Y -0.91% 1.52% -1.45%
2 Y 12.8% 12.44% 17.41%
3 Y 13.63% 15.12% 19.21%
5 Y 7.21% 11.22% 11.43%

Risk Mesasures (As on 02 Feb, 2023)

Std Dev Sharpe Beta Alpha
Fund 22.34 0.63 -5.18 0.87
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Dec, 2022)

Assets Allocation

Sector Holdings
Others 6.26%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HSBC Midcap Fund - Regular Growth -0.91% 13.63% 7.21%
HDFC Mid-Cap Opportunities Fund - Growth Plan 8.19% 21.78% 12.32%
Kotak Emerging Equity Scheme - Growth 2.18% 20.07% 13.45%
Axis Midcap Fund - Regular Plan - Growth -5.52% 16.29% 14.96%
DSP Midcap Fund - Regular Plan - Growth -7.3% 11.85% 9.02%

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