HSBC Midcap Fund - Regular IDCW

HSBC Midcap Fund - Regular IDCW is a scheme launched by HSBC Mutual Fund on August 09, 2004, and falls under the Mid Cap fund category. It currently manages an AUM of Rs 11,749.13 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.71% for managing the portfolio.

• Investing Strategy:

  To seek to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.

• Performance:

  HSBC Midcap Fund - Regular IDCW trailing returns over different times are -11.42% (1 year), 14.58% (3 year) and 14.54% (5 year). The average annual return of this fund stands at -10.88%.