Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.59%
1 Month-9.41%
3 Months-8.88%
6 Months-6.01%
1 Year+7.53%
3 Years (CAGR)+21.63%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Nov 2022)+17.77%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-5.65%
3 Year SIP+9.22%
5 Year SIP—
Since Inception (Nov 2022)+11.20%
Fund Details
Fund HouseHSBC Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹12,448 Cr
Expense Ratio1.72%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date28 Nov 2022
AMFI Code151034
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
HSBC Midcap Fund - Regular Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
HSBC Midcap Fund - Regular Growth is a Mid Cap mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹12,448 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.72%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations