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Fund Overview of HSBC Midcap Fund-Growth
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₹16,799.6 CrAUM
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₹458.01NAV
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2.15%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
HSBC Midcap Fund-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.63% | NA | 4.37% |
| 6 Months | 6.42% | NA | 15.67% |
| 1 Year | 14.12% | 14.12% | -0.50% |
| 2 Years | 18.52% | 8.87% | 23.18% |
| 3 Years | 77.58% | 21.10% | 22.72% |
| 5 Years | 114.78% | 16.52% | 26.92% |
| 7 Years | 248.57% | 19.53% | NA |
| 10 Years | 336.88% | 15.89% | 16.72% |
Asset Allocation of HSBC Midcap Fund-Growth
equities
99.25%other assets or cash equivalents
0.77%HSBC Midcap Fund-Growth is one Equity mutual fund offered by HSBC Mutual Fund. Launched on 09 Aug 2004, the fund aims Long term capital growth. Investment primarily in midcap equity and equity-related securities. It manages assets worth ₹16,799.6 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.15%. Fund Manager Manager Education Fund Manager Manager EducationAbout HSBC Midcap Fund-Growth
The portfolio allocation consists of 99.25% in equities, 0.77% in other assets or cash equivalents.Managed by Sonal Gupta, it has delivered a return of 14.12% in the last year, a total return since inception of 18.71%.
To take informed financial choices it is useful to compare best sip to invest that align with financial planning needs.
Key Metrics of HSBC Midcap Fund-Growth
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Standard Deviation20.76%
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Mean20.71%
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Sharpe Ratio0.73%
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Alpha5.92%
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Beta1.05%
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Sortino Ratio0.92%
HSBC Midcap Fund-Growth Fund Details
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Compare HSBC Midcap Fund-Growth with other mutual funds in the same category
HSBC Midcap Fund-Growth
Motilal Oswal Midcap Fund Direct-Growth
Motilal Oswal Midcap Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-Growth  |
₹40,208 | 3.45% | 1.07% | 0.22% | 18.74% | 19.27% |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹40,208 | 3.45% | 1.07% | 0.22% | 18.74% | 19.27% |
| Invesco India Mid Cap Fund Direct-Growth |
₹15,780 | 4.08% | -2.02% | 6.93% | 23.72% | 18.50% |
| Invesco India Mid Cap Fund Direct-IDCW |
₹15,780 | 4.08% | -2.02% | 6.93% | 23.72% | 18.50% |
| Motilal Oswal Midcap Fund Regular-Growth |
₹40,208 | 3.39% | 0.89% | -0.55% | 17.64% | 18.07% |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹40,208 | 3.39% | 0.89% | -0.55% | 17.64% | 18.07% |
| HSBC Midcap Fund Direct-Growth |
₹16,800 | 0.93% | -1.37% | 15.34% | 22.39% | 17.88% |
| HSBC Midcap Fund Direct-IDCW |
₹16,800 | 0.93% | -1.37% | 15.34% | 22.39% | 17.88% |
| HDFC Mid Cap Fund Direct-Growth |
₹101,856 | 2.56% | -4.17% | 1.18% | 16.64% | 17.85% |
| HDFC Mid Cap Fund Direct-IDCW |
₹101,856 | 2.56% | -4.17% | 1.18% | 16.64% | 17.85% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from HSBC Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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HSBC Midcap Fund Direct-Growth
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₹16,800 | 0.93% | -1.37% | 6.99% | 15.34% | 22.39% |
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HSBC Midcap Fund Direct-IDCW
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₹16,800 | 0.93% | -1.37% | 6.99% | 15.34% | 22.39% |
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HSBC Midcap Fund-IDCW
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₹16,800 | 0.84% | -1.63% | 6.42% | 14.12% | 21.10% |
growth is based on 1-month returns of the fundsHSBC Midcap Fund-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Direct-Growth |
₹101,856 | ₹226.14 | 16.64% | 17.85% | 17.26% |
| HDFC Mid Cap Fund Regular-Growth |
₹101,856 | ₹203.75 | 15.91% | 17.08% | 16.38% |
| HDFC Mid Cap Fund Direct-IDCW |
₹101,856 | ₹80.30 | 16.64% | 17.85% | 17.26% |
| HDFC Mid Cap Fund Regular-IDCW |
₹101,856 | ₹51.12 | 15.91% | 17.08% | 16.38% |
| Kotak Mid Cap Fund Direct-Growth |
₹66,613 | ₹163.96 | 16.60% | 15.37% | 17.43% |
| Kotak Mid Cap Fund Regular-Growth |
₹66,613 | ₹139.82 | 15.40% | 14.10% | 16.05% |
| Kotak Mid Cap Fund Regular-IDCW |
₹66,613 | ₹76.79 | 15.40% | 14.10% | 16.05% |
| Kotak Mid Cap Fund Direct-IDCW |
₹66,613 | ₹97.68 | 16.60% | 15.37% | 17.43% |
| Nippon India Growth Mid Cap Fund Direct-Growth |
₹50,176 | ₹4,855.78 | 17.60% | 16.64% | 18.10% |
| Nippon India Growth Mid Cap Fund-Growth |
₹50,176 | ₹4,387.95 | 16.67% | 15.72% | 17.22% |
HSBC Midcap Fund-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Lenskart Solutions Ltd. | 5.08% | ₹854.15 Cr | |
| Lenskart Solutions Ltd. | 5.08% | ₹854.15 Cr | |
| Lenskart Solutions Ltd. | 5.08% | ₹854.15 Cr | |
| Lenskart Solutions Ltd. | 5.08% | ₹854.15 Cr | |
| Lenskart Solutions Ltd. | 5.08% | ₹854.15 Cr | |
| Meesho Ltd. | 5.04% | ₹847.05 Cr | |
| Meesho Ltd. | 5.04% | ₹847.05 Cr | |
| Meesho Ltd. | 5.04% | ₹847.05 Cr | |
| Meesho Ltd. | 5.04% | ₹847.05 Cr | |
| Meesho Ltd. | 5.04% | ₹847.05 Cr | |
| Lenskart Solutions Ltd. | 4.81% | ₹825.91 Cr | |
| Lenskart Solutions Ltd. | 4.81% | ₹825.91 Cr | |
| Lenskart Solutions Ltd. | 4.81% | ₹825.91 Cr | |
| Lenskart Solutions Ltd. | 4.81% | ₹825.91 Cr | |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 4.67% | ₹716.44 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 4.67% | ₹716.44 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 4.67% | ₹716.44 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 4.67% | ₹716.44 Cr |
| Meesho Ltd. | 4.00% | ₹686.94 Cr | |
| Meesho Ltd. | 4.00% | ₹686.94 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-Growth |
₹119.01 | 18.74% | 19.27% | - |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹48.54 | 18.74% | 19.27% | - |
| Invesco India Mid Cap Fund Direct-Growth |
₹238.94 | 23.72% | 18.50% | - |
| Invesco India Mid Cap Fund Direct-IDCW |
₹83.42 | 23.72% | 18.50% | - |
| Motilal Oswal Midcap Fund Regular-Growth |
₹102.85 | 17.64% | 18.07% | - |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹46.48 | 17.64% | 18.07% | - |
| HSBC Midcap Fund Direct-Growth |
₹524.81 | 22.39% | 17.88% | - |
| HSBC Midcap Fund Direct-IDCW |
₹92.60 | 22.39% | 17.88% | - |
| HDFC Mid Cap Fund Direct-Growth |
₹226.14 | 16.64% | 17.85% | - |
| HDFC Mid Cap Fund Direct-IDCW |
₹80.30 | 16.64% | 17.85% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
HSBC Midcap Fund-Growth
What is the current AUM of HSBC Midcap Fund-Growth?
As of Wed Sep 30, 2026, HSBC Midcap Fund-Growth manages assets worth ₹16,799.6 crore
How has HSBC Midcap Fund-Growth performed recently?
- 3 Months: -1.63%
- 6 Months: 6.42%
What is the long-term performance of HSBC Midcap Fund-Growth?
- 3 Years CAGR: 21.10%
- 5 Years CAGR: 16.52%
- Since Inception: 18.71%
What is the portfolio composition of HSBC Midcap Fund-Growth?
Equity: 99.25%, Others: 0.77%.
Who manages HSBC Midcap Fund-Growth?
HSBC Midcap Fund-Growth is managed by Sonal Gupta from HSBC Mutual Fund.
What is the market-cap allocation of HSBC Midcap Fund-Growth?
Large Cap: 4.74%, Mid Cap: 65.88%, Small Cap: 29.39%.
Which are the top companies HSBC Midcap Fund-Growth has invested in?
- Lenskart Solutions Ltd. – 5.08% of the fund's portfolio
- Lenskart Solutions Ltd. – 5.08% of the fund's portfolio
- Lenskart Solutions Ltd. – 5.08% of the fund's portfolio
- Lenskart Solutions Ltd. – 5.08% of the fund's portfolio
- Lenskart Solutions Ltd. – 5.08% of the fund's portfolio
Which are the major sectors HSBC Midcap Fund-Growth focuses on?
- Other – 77.84% of the fund's portfolio
- Consumer Discretionary – 18.68% of the fund's portfolio
