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HSBC Midcap Fund(G)-Direct Plan

HSBC Midcap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+19.35%

5Y annualised

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NAV : 11 Sep 2026

₹544.79

Min. SIP amount

₹500

Fund size (AUM)

17188 Cr

Expense ratio

0.64%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty Mid Cap

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
4,23,120

Stock Allocation

Stock nameSectorAllocation
Lenskart Solutions LimitedDomestic Equities4.81%
Meesho LimitedRetailing4.00%
The Federal Bank LimitedBank3.96%

Fund Composition

17188 Cr

Large Cap

1.35%

Mid Cap

72.04%

Small Cap

23.60%

Others

3.01%

Sector Allocation

17188 Cr

Capital Goods

15.34%

Domestic Equities

12.79%

Finance

11.80%

Healthcare

10.28%

Bank

10.27%

Retailing

7.63%

It

7.27%

Automobile & Ancillaries

5.08%

Others

19.46%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

CG

Cheenu Gupta

Present

Similar/Peer Fund Comparison

Fund name
H

HSBC Midcap Fund(G)-Direct Plan

+23.84%
W

WOC Mid Cap Fund(G)-Direct Plan

+21.40%
H

Helios Mid Cap Fund(G)-Direct Plan

+0.00%
I

ITI Mid Cap Fund(G)-Direct Plan

+19.39%
B

Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan

+16.48%
M

Mahindra Manulife Mid Cap Fund(G)-Direct Plan

+17.17%
B

Bandhan Mid Cap Fund(G)-Direct Plan

+17.79%
I

Invesco India Midcap Fund(G)-Direct Plan

+22.92%

FAQs

HSBC Midcap Fund(G)-Direct Plan is a part of HSBC Global Asset Management (India) Private Limited, it was incepted on 01 Jan 2013. This fund is managed by Cheenu Gupta. It is a Equity type of fund.

The current NAV of HSBC Midcap Fund(G)-Direct Plan is ₹544.79 (as of 11 Sep 2026).

HSBC Midcap Fund(G)-Direct Plan has delivered 21.47% in 1 year, 23.84% in 3 years, and 19.35% in 5 years (annualised).

The minimum SIP amount for HSBC Midcap Fund(G)-Direct Plan is ₹500.

The expense ratio of HSBC Midcap Fund(G)-Direct Plan is 0.64%.

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