
HSBC Midcap Fund(G)-Direct Plan
+16.34%
5Y annualised
+16.34%
5Y annualised
-1.47% 1D
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Buy, Hold or Sell?
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NAV : 15 Oct 2026
₹511.91
Min. SIP amount
₹500
Fund size (AUM)
16799 Cr
Expense ratio
0.64%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 15 Oct 2026
₹511.91
Min. SIP amount
₹500
Fund size (AUM)
16799 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
Stock Allocation
Fund Composition
Large Cap
1.00%
Mid Cap
69.13%
Small Cap
24.43%
Others
5.45%
Sector Allocation
Domestic Equities
15.54%
Capital Goods
14.81%
Bank
11.02%
Healthcare
10.96%
Finance
10.93%
Retailing
8.44%
It
5.21%
Automobile & Ancillaries
4.26%
Others
18.76%
Minimum investments
Returns vs rankings
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
Cheenu Gupta
Present
Similar/Peer Fund Comparison
HSBC Midcap Fund(G)-Direct Plan
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FAQs
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