9.45
NAV (Nov 25,2022)

HSBC Mid Cap Fund - Regular Plan - Growth is a mutual fund scheme offered by HSBC. This fund has an expense ratio of 2.24%. The price-to-earnings ratio is 52.96 and the price-to-book ratio is 7.82. The scheme's assets under management (AUM) is INR 1082.15 crores. The minimum investment required for this plan is INR 5000. There is no lock period associated with this scheme. HSBC Mid Cap Fund - Regular Plan - Growth was established on September 24, 2021.

Hsbc Mid Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Mid Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    52.96
  • P/B Ratio
    UM_URBAN_MONEY

    7.82
  • Alpha
    UM_URBAN_MONEY

    -0.03
  • Beta
    UM_URBAN_MONEY

    0.95
  • Sharpe
    UM_URBAN_MONEY

    -0.02
  • Sortino
    UM_URBAN_MONEY

    -0.02

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.24%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1082.15 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,078.56 (0.79%)11,169.96 (11.70%)9,560.54 (-4.39%)-- (--)-- (--)
30,235.68 (0.79%)33,509.88 (11.70%)28,681.62 (-4.39%)-- (--)-- (--)
50,392.8 (0.79%)55,849.8 (11.70%)47,802.7 (-4.39%)-- (--)-- (--)
80,628.48 (0.79%)89,359.68 (11.70%)76,484.32 (-4.39%)-- (--)-- (--)
1,00,785.6 (0.79%)1,11,699.6 (11.70%)95,605.4 (-4.39%)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Treps3.99%
  • The Federal Bank Limited3.65%
  • APL Apollo Tubes Limited3.49%
  • ICICI Bank Limited3.36%
  • Cholamandalam Investment and Finance Company Ltd3.28%
  • Multi Commodity Exchange of India Limited3.12%
  • PI Industries Litmited3.00%
  • Ashok Leyland Limited2.83%
  • ABB India Limited2.82%
  • The Indian Hotels Company Limited2.78%
  • Carborundum Universal Limited2.74%
  • Navin Fluorine International Limited2.73%
  • Laurus Labs Limited2.73%
  • Dixon Technologies India Limited2.71%
  • POLYCAB INDIA Limited2.57%
  • Max Healthcare Institute Limited2.53%
  • Kajaria Ceramics Limited2.50%
  • Radico Khaitan Limited2.41%
  • Vinati Organics Limited2.37%
  • SRF Limited2.36%
  • Max Financial Services Limited2.29%
  • Dalmia Bharat Limited2.22%
  • ACC Limited2.21%
  • Phoenix Mills Limited1.98%
  • Emami Limited1.97%
  • Aditya Birla Fashion and Retail Limited1.96%
  • METROPOLIS HEALTHCARE LIMITED1.95%
  • Gujarat Gas Limited1.92%
  • United Breweries Limited1.91%
  • Sona BLW Precision Forgings Limited1.72%
  • Page Industries Limited1.61%
  • Rainbow Children s Medicare Ltd1.50%
  • INOX Leisure Limited1.42%
  • Coforge Limited1.41%
  • Oberoi Realty Limited1.37%
  • Persistent Systems Limited1.37%
  • Aarti Industries Limited1.29%
  • Balkrishna Industries Limited1.27%
  • Rategain Travel Technologies Ltd1.25%
  • Motherson Sumi Wiring India Limited1.21%
  • MphasiS Limited1.10%
  • Arvind Limited1.03%
  • JK Cement Limited1.00%
  • Indraprastha Gas Limited0.99%
  • Jindal Steel & Power Limited0.85%
  • Alkem Laboratories Limited0.85%
  • IPCA Laboratories Limited0.84%
  • Atul Limited0.77%
  • Prestige Estates Projects Limited0.74%
  • Canara Bank0.54%
  • Aarti Pharmalabs Ltd0.10%
  • Net Current Assets including cash & bank balances-0.58%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

L&T Flexicap Fund - Regular Plan - GrowthL&T Flexicap Fund - Regular Plan - Growth

EQUITY

Low to Moderate

15.65%

Nippon India Capital Builder Fund - IV - Series B - GrowthNippon India Capital Builder Fund - IV - Series B - Growth

EQUITY

Very High

11.82%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

L&T Flexicap Fund - Regular Plan - GrowthL&T Flexicap Fund - Regular Plan - Growth

EQUITY

Low to Moderate

2.23%

Nippon India Capital Builder Fund - IV - Series B - GrowthNippon India Capital Builder Fund - IV - Series B - Growth

EQUITY

Very High

-2.73%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Capital Builder Fund - IV - Series B - GrowthNippon India Capital Builder Fund - IV - Series B - Growth

EQUITY

Very High

19.70%

L&T Flexicap Fund - Regular Plan - GrowthL&T Flexicap Fund - Regular Plan - Growth

EQUITY

Low to Moderate

14.33%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

L&T Flexicap Fund - Regular Plan - GrowthL&T Flexicap Fund - Regular Plan - Growth

EQUITY

Low to Moderate

8.96%

Nippon India Capital Builder Fund - IV - Series B - GrowthNippon India Capital Builder Fund - IV - Series B - Growth

EQUITY

Very High

5.79%

Fund Managers

AA

Mr. Ankur AroraAssociate Director - Fund Management

Mr. Ankur Arora has more than 7 years of experience in equity market, spread between research and portfolio management. Prior to joining IDFC, he was working with ING Investments Management (India) Pvt. Ltd. as Portfolio Manager - Equities. Prior to that he has worked with Macquarie Capital Securities, Evalueserve.com Pvt Ltd. and UTI Asset Management Co. Pvt. Ltd.

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HSBC Mid Cap Fund - Regular Plan - Growth

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