EQUITY•MID CAP FUND
HSBC Midcap Fund
3 Year return
26.20%
NAV on August 09, 2026
534.5164
1D Returns
+3.86%
Launched on January 2013(13 years)
Investment Details
₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
52.92%₹1,905
Total Value ₹5,505
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹15,351.91 Cr.
Expense Ratio
1.22% (inclusive of GST)
Exit Load
If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment: Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.
Ratings
1.5
Ratings by other agencies
Value Research
2
Crisil
2
Morning Star
2
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
HSBC Mutual Fund Manager
CG
Cheenu Gupta
Fund Manager since Nov 2022
MC
Mayank Chaturvedi
Fund Manager since Oct 2025
SG
Sonal Gupta
Fund Manager since Oct 2023
Fund House Details
HSBC Mutual Fund
Asset management company
AUM
₹1,44,067.93 Cr.
No. of Schemes
178
Setup Date
May 2002
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Motilal Oswal Midcap Fund | 20.5839% | 4.5 |
| Invesco India Midcap Fund | 26.1279% | 2 |
| HDFC Mid Cap Fund | 20.481% | 4 |
Schemes by HSBC Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
HSBC Midcap Fund Direct Growth is an equity mutual fund scheme under HSBC Mutual Fund. A top down and bottom up strategy would be used herein to invest in instruments and stock related to equity. The mandate that the investor places while making an investment in the fund would ensure that the fund stays true to its goal. The Midcap fund aims to build a corpus by producing returns that are adjusted for inflation in order to support long-term objectives.
Investment Objective of the Scheme
HSBC Midcap Fund Direct Growth aims to actively manage a portfolio of equities and equity-related assets, predominantly from mid-cap companies, in an attempt to gain long-term capital growth. The scheme's primary goal is to invest in firms with market capitalizations ranging between the top and lowest NIFTY Free Float Midcap Index units. HSBC Midcap Fund Direct Growth focuses on businesses with enticing profitability and valuation combinations, and looks for scalable companies that have solid financials, a track record of effective management, and great execution.
Key Features of The Fund
5-year return
19.7387%
Expense Ratio
1.22%
Fund Manager
Cheenu Gupta
Fund Size
₹15351.91 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
If you are looking for a regular income, a long term capital appreciation, and have a high risk appetite, you could take into consideration investing in HSBC Midcap Fund Direct Growth. Depending on your financial goals and risk tolerance, you may choose between lump sum and SIP investments in the HSBC Midcap Fund Direct Growth.
AMC Contact Details
| Name | HSBC Mutual Fund |
| Launch Date | May 2002 |
| Address | HSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063. |
| Contact | 1800-200-2434 / 1800 4190 200 |
| investor.line@mutualfunds.hsbc.co.in | |
| Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of HSBC Midcap Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HSBC Midcap Fund on August 09, 2026, is ₹534.5164
What is the AUM of HSBC Midcap Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HSBC Midcap Fund, is ₹15351.91 crore.
What is the expense ratio of HSBC Midcap Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of HSBC Midcap Fund is 1.22%
What are the returns of HSBC Midcap Fund since inception?
The HSBC Midcap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in HSBC Midcap Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HSBC Midcap Fund is ₹500.
How do I invest in HSBC Midcap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in HSBC Midcap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in HSBC Midcap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in HSBC Midcap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹5,505 in 3Y at 26.201% returns
SIP Date1st of every month
Your next SIP Payment will be on 10 September 2026
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