HSBC Midcap Fund - Regular Growth
Fund House: HSBC Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 09-08-2004 |
| Asset Class: |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.71% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,416.26 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 55% | Exit Load: Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
375.5821
3.04 (0.8102%)
19.39%
Benchmark: 17.81%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 3 Months
3 Years 3 Months
9 Years 8 Months
12 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.87 |
| Sharpe Ratio | 1.31 |
| Alpha | 5.1 |
| Beta | 0.78 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 26.53 | 35.01 | 21.68 | 21.96 | 15.97 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 36.95 | 41.4 | 29.42 | 29.55 | 18.77 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 30.26 | 35.7 | 21.17 | 25.19 | 16.9 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 29.17 | 36.73 | 22.7 | 27.66 | 17.83 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 25.24 | 29.57 | 19.38 | 24.32 | 17.29 |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 24.01 | 31.27 | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 23.61 | 31.91 | 19.75 | 21.4 | 14.8 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 23.27 | 31.44 | 16.69 | 21.35 | - |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 22.63 | 27.63 | 14.34 | 21.13 | 15.25 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 22.47 | 33.88 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
11.47%
Others
1.68%
Large Cap
23.14%
Mid Cap
63.71%
Scheme Documents
There are no scheme documents available
