
HSBC Midcap Fund(G)-Direct Plan
+18.04%
5Y annualised
+18.04%
5Y annualised
+0.23% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹538.97
Min. SIP amount
₹500
Fund size (AUM)
16771 Cr
Expense ratio
0.64%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 13 Nov 2026
₹538.97
Min. SIP amount
₹500
Fund size (AUM)
16771 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
2.94%
Mid Cap
67.81%
Small Cap
22.26%
Others
6.99%
Sector Allocation
Domestic Equities
16.21%
Capital Goods
13.19%
Bank
12.43%
Finance
11.27%
It
9.50%
Healthcare
9.33%
Retailing
8.91%
Alcohol
3.31%
Others
15.51%
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
Invesco India Midcap Fund(G)-Direct Plan
Bandhan Mid Cap Fund(G)-Direct Plan
JM Mid Cap Fund(G)-Direct Plan
WOC Mid Cap Fund(G)-Direct Plan
Helios Mid Cap Fund(G)-Direct Plan
Union Midcap Fund(G)-Direct Plan
ICICI Pru Mid Cap Fund(G)-Direct Plan
FAQs
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