3 Year return
25.07%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 IDCW Reinvestment
HSBC Midcap Fund Direct IDCW Reinvestment is an open-ended equity fund managed by HSBC Asset Management (India) Pvt. Ltd. The fund makes investments in mid-cap companies. HSBC Midcap Fund Direct IDCW Reinvestment is an open-ended fund. This means that investors can buy and sell units of the fund in the secondary market at any time. The expense ratio of HSBC Midcap Fund Direct IDCW Reinvestment is lower than the average expense ratio of for mid-cap funds.
Investment Objectives of the Scheme
The fund's investment objective is to generate long-term capital appreciation by investing in a diversified portfolio of mid-cap companies. The fund aims to achieve this by investing in companies that are well-managed and have a strong track record of growth.
Key Features of The Fund
5-year return | 22.03% |
Expense Ratio | 0.65% |
Fund Manager | Venugopal Manghat |
Fund Size | ₹10342.47 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
HSBC Midcap Fund Direct IDCW Reinvestment is suitable for investors who are looking for a long-term investment with the potential for growth. The fund is best suited for investors who have a high-risk tolerance and a long investment horizon of at least 5 years. It is also important to consider your own individual circumstances and risk tolerance before investing in any fund. If you are not sure whether HSBC Midcap Fund Direct IDCW Reinvestment is right for you, you should consult with a financial advisor.
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 Direct IDCW Reinvestment?
What is the AUM of HSBC Midcap Fund Direct IDCW Reinvestment?
What is the expense ratio of HSBC Midcap Fund Direct IDCW Reinvestment?
What are the returns of HSBC Midcap Fund Direct IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in HSBC Midcap Fund Direct IDCW Reinvestment?
How do I invest in HSBC Midcap Fund Direct IDCW Reinvestment?
- 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 Direct IDCW Reinvestment?
- 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 Direct IDCW Reinvestment?
- 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 Direct IDCW Reinvestment?
- 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.