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HSBC Midcap Fund(G)-Direct Plan

HSBC Midcap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+20.57%

5Y annualised

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NAV : 24 Aug 2026

₹543.66

Min. SIP amount

₹500

Fund size (AUM)

15396 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
4,37,943

Stock Allocation

Stock nameSectorAllocation
Multi Commodity Exchange Of India LimitedFinance11.95%
Trent LimitedRetailing7.13%
City Union Bank LimitedBank6.62%

Fund Composition

15396 Cr

Large Cap

4.62%

Mid Cap

72.49%

Small Cap

20.89%

Others

2.00%

Sector Allocation

15396 Cr

Finance

24.59%

Retailing

11.26%

Bank

11.02%

Capital Goods

10.68%

Automobile & Ancillaries

7.49%

Domestic Equities

6.20%

It

5.16%

Healthcare

4.36%

Others

17.56%

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

+25.88%
W

WOC Mid Cap Fund(G)-Direct Plan

+24.34%
H

Helios Mid Cap Fund(G)-Direct Plan

+0.00%
M

Mahindra Manulife Mid Cap Fund(G)-Direct Plan

+21.08%
I

ITI Mid Cap Fund(G)-Direct Plan

+22.53%
B

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

+18.79%
M

Mirae Asset Midcap Fund(G)-Direct Plan

+17.90%
J

JM Midcap Fund(G)-Direct Plan

+20.96%

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 ₹543.66 (as of 24 Aug 2026).

HSBC Midcap Fund(G)-Direct Plan has delivered 22.39% in 1 year, 25.88% in 3 years, and 20.57% 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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