
HSBC Midcap Fund(G)-Direct Plan
+20.57%
5Y annualised
+20.57%
5Y annualised
-0.32% 1D
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Buy, Hold or Sell?
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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
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
Stock Allocation
Fund Composition
Large Cap
4.62%
Mid Cap
72.49%
Small Cap
20.89%
Others
2.00%
Sector Allocation
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
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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Mirae Asset Midcap Fund(G)-Direct Plan
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FAQs
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