HSBC Mid Cap Fund - Growth - Regular Plan

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  • Net Change on 29-06-2022

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To seek to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P BSE 150 MidCap - TRI -2.55 -7.99 -0.21 19.30 12.29 12.55

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 2.32 15.84 10.63 1.73 30,341.25
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 1.46 18.95 12.92 1.73 18,654.69
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 -1.10 17.80 15.76 1.82 17,164.77
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -9.02 12.77 9.23 1.78 13,180.66
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 6.31 18.26 13.08 1.89 11,628.70

Fund Holdings as on 31-May-2022

  • ABB India Ltd.

  • Cholamandalam Investment & Finance Company Ltd.

  • SRF Ltd.

  • Laurus Labs Ltd.

  • Polycab India Ltd.

  • Treps

  • Navin Fluorine International Ltd.

  • Balkrishna Industries Ltd.

  • Ashok Leyland Ltd.

  • P I INDUSTRIES LIMITED

  • APL Apollo Tubes Ltd.

  • Vinati Organics Ltd.

  • Apollo Tyres Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Max Healthcare Institute Ltd.

  • Alkem Laboratories Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • Prestige Estates Projects Ltd.

  • Max Financial Services Ltd.

  • Coforge Ltd.

  • Mphasis Ltd.

  • Kajaria Ceramics Ltd.

  • Voltas Ltd.

  • Dixon Technologies (India) Ltd.

  • Dalmia Bharat Ltd.

  • Supreme Industries Ltd.

  • Aarti Industries Ltd.

  • Jindal Steel & Power Ltd.

  • Carborundum Universal Ltd.

  • Metropolis Healthcare Ltd.

  • Arvind Ltd.

  • Emami Ltd.

  • UTI Asset Management Company Ltd.

  • Birla Corporation Ltd.

  • Gujarat Gas Ltd.

  • Atul Ltd.

  • Radico Khaitan Ltd.

  • Persistent Systems Ltd.

  • Rategain Travel Technologies Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Rainbow Children's Medicare Ltd.

  • Net Current Assets (including cash & bank balances)

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  • Chemicals

  • IT - Software

  • Pharmaceuticals & Drugs

  • Tyres & Allied

  • Hospital & Healthcare Services

  • Diversified

  • Electric Equipment

  • Finance - NBFC

  • Cable

  • Miscellaneous

  • Automobiles-Trucks/Lcv

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Retailing

  • Finance - Stock Broking

  • Construction - Real Estate

  • Finance - Others

  • Ceramics/Marble/Granite/Sanitaryware

  • Air Conditioners

  • Consumer Durables - Electronics

  • Cement & Construction Materials

  • Plastic Products

  • Steel/Sponge Iron/Pig Iron

  • Abrasives

  • Textile

  • Household & Personal Products

  • Finance - Asset Management

  • Gas Transmission/Marketing

  • Breweries & Distilleries

  • e-Commerce

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Fund Manager

  • Education:PGDM(IIM), B.Com
  • Experience:7 Years
  • Basic Details:Mr. Ankur Arora has more than 7 years of experience in equity market, spread between research and portfolio management. Prior to joining IDFC, he was working with ING Investments Management (India) Pvt. Ltd. as Portfolio Manager - Equities. Prior to that he has worked with Macquarie Capital Securities, Evalueserve.com Pvt Ltd. and UTI Asset Management Co. Pvt. Ltd.
  • Funds Managed:
  • HSBC Mid Cap Fund
  • HSBC Mid Cap Fund
  • HSBC Small Cap Equity Fund
  • Cash

  • Equity

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About HSBC Mid Cap Fund

Scheme Analysis

HSBC Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to HSBC Mutual Fund. It was launched on 24-Sep-2021 and currently has an AUM of ₹1,079.56 crore. HSBC Mid Cap Fund is benchmarked against S&P BSE 150 MidCap - TRI as primary index.

The NAV of HSBC Mid Cap Fund ended down ₹-0.03(-0.31%)yesterday to ₹8.3102.

Among its top 3 holdings the fund has exposure to ABB India Ltd., and

The HSBC Mid Cap Fund is managed by Ankur Arora .

Fund House Contact

9-11 Floors, NESCO IT Park, Building No.3, Western Exp Highway, Goregaon (E) Mumbai - 400 063

+91 (22) 66145000
hsbcmf@hsbc.co.in
+91 (22) 49146033