3 Year return
25.05%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹10342.47 Cr.
Expense Ratio
0.65% (inclusive of GST)
Exit Load
If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment: Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
HSBC Mutual Fund Managers
VM
Venugopal Manghat
Fund Manager since Dec 2019
Fund House Details
HSBC Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout |
37.32% |
4.5 |
Quant Mid Cap Fund IDCW Direct Plan Payout |
34.75% |
4 |
Mahindra Manulife Mid Cap Fund Direct Plan IDCW Payout |
29.43% |
2 |
Schemes by HSBC Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct IDCW Payout
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Growth
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Annual IDCW Payout
Hybrid . Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Annual IDCW Reinvestment
About HSBC Midcap Fund Direct Growth
HSBC Midcap Fund Direct Growth is an equity mutual fund scheme under HSBC Mutual Fund. A top down and bottom up strategy would be used herein to invest in instruments and stock related to equity. The mandate that the investor places while making an investment in the fund would ensure that the fund stays true to its goal. The Midcap fund aims to build a corpus by producing returns that are adjusted for inflation in order to support long-term objectives.
Investment Objective of the Scheme
HSBC Midcap Fund Direct Growth aims to actively manage a portfolio of equities and equity-related assets, predominantly from mid-cap companies, in an attempt to gain long-term capital growth. The scheme's primary goal is to invest in firms with market capitalizations ranging between the top and lowest NIFTY Free Float Midcap Index units. HSBC Midcap Fund Direct Growth focuses on businesses with enticing profitability and valuation combinations, and looks for scalable companies that have solid financials, a track record of effective management, and great execution.
Key Features of The Fund
5-year return | 22.3% |
Expense Ratio | 0.65% |
Fund Manager | Venugopal Manghat |
Fund Size | ₹10342.47 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
If you are looking for a regular income, a long term capital appreciation, and have a high risk appetite, you could take into consideration investing in HSBC Midcap Fund Direct Growth. Depending on your financial goals and risk tolerance, you may choose between lump sum and SIP investments in the HSBC Midcap Fund Direct Growth.
AMC Contact Details
Name | HSBC Mutual Fund |
Launch Date | May 2002 |
Addresss | HSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063. |
Contact | 1800-200-2434 / 1800 4190 200 |
investor.line@mutualfunds.hsbc.co.in | |
Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of HSBC Midcap Fund?
What is the AUM of HSBC Midcap Fund?
What is the expense ratio of HSBC Midcap Fund?
What are the returns of HSBC Midcap Fund since inception?
What is the minimum SIP amount to invest in HSBC Midcap Fund?
How do I invest in HSBC Midcap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in HSBC Midcap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in HSBC Midcap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in HSBC Midcap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.