
HSBC Midcap Fund(G)-Direct Plan
+19.35%
5Y annualised
+19.35%
5Y annualised
-0.17% 1D
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Buy, Hold or Sell?
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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
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
Stock Allocation
Fund Composition
Large Cap
1.35%
Mid Cap
72.04%
Small Cap
23.60%
Others
3.01%
Sector Allocation
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
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
WOC Mid Cap Fund(G)-Direct Plan
Helios Mid Cap Fund(G)-Direct Plan
ITI Mid Cap Fund(G)-Direct Plan
Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan
Mahindra Manulife Mid Cap Fund(G)-Direct Plan
Bandhan Mid Cap Fund(G)-Direct Plan
Invesco India Midcap Fund(G)-Direct Plan
FAQs
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