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EQUITY•MID CAP FUND

HSBC Midcap Fund Direct IDCW Reinvestment

3 Year return

27.37%
NAV on December 26, 2025
87.7134
1D Returns
-0.27%
Launched on January 2013(12 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
55.97%₹2,015
Total Value ₹5,615

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹12,548.61 Cr.
Expense Ratio
0.64% (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

ARQ Rating
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 Sep 2024

Fund House Details

HSBC Mutual Fund

HSBC Mutual Fund

Asset management company

AUM
₹1,36,404.86 Cr.
No. of Schemes
183
Setup Date
May 2002

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Midcap Fund28.2798%
4.5
Edelweiss Mid Cap Fund29.0295%
3
HDFC Mid Cap Fund28.0086%
4

Schemes by HSBC Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Active FoF Dividend Direct Payout
15.8834%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Active FoF Dividend Direct Reinvestment
15.8834%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Active FoF Growth Direct
15.8858%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Annual IDCW Payout
17.8821%
HSBC Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Annual IDCW Reinvestment
17.8821%

About HSBC Midcap Fund Direct IDCW Reinvestment

HSBC Midcap Fund Direct IDCW Reinvestment is an open-ended equity fund managed by HSBC Asset Management (India) Pvt. Ltd. The fund makes investments in mid-cap companies. HSBC Midcap Fund Direct IDCW Reinvestment is an open-ended fund. This means that investors can buy and sell units of the fund in the secondary market at any time. The expense ratio of HSBC Midcap Fund Direct IDCW Reinvestment is lower than the average expense ratio of for mid-cap funds.

Investment Objectives of the Scheme

The fund's investment objective is to generate long-term capital appreciation by investing in a diversified portfolio of mid-cap companies. The fund aims to achieve this by investing in companies that are well-managed and have a strong track record of growth.

Key Features of The Fund

5-year return
22.1756%
Expense Ratio
0.64%
Fund Manager
Cheenu Gupta
Fund Size
₹12548.61 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

HSBC Midcap Fund Direct IDCW Reinvestment is suitable for investors who are looking for a long-term investment with the potential for growth. The fund is best suited for investors who have a high-risk tolerance and a long investment horizon of at least 5 years. It is also important to consider your own individual circumstances and risk tolerance before investing in any fund. If you are not sure whether HSBC Midcap Fund Direct IDCW Reinvestment is right for you, you should consult with a financial advisor.

AMC Contact Details

NameHSBC Mutual Fund
Launch DateMay 2002
AddressHSBC Asset Management (India) Pvt. Ltd. 9-11 Floors, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063.
Contact1800-200-2434 / 1800 4190 200
Emailinvestor.line@mutualfunds.hsbc.co.in
Websitehttps://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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Consider using SIPs to achieve your financial goals like retirement planning or a child's education. SIPs inculcate a habit of regular saving and benefit from the power of compounding. Estimate how much you need to invest monthly to reach your target corpus using Angel One's SIP calculator. This free tool helps you plan your SIP investment strategy for various financial goals.

FAQs

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 Direct IDCW Reinvestment on December 26, 2025, is ₹87.7134
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 Direct IDCW Reinvestment, is ₹12548.61 crore.
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 Direct IDCW Reinvestment is 0.64%
The HSBC Midcap Fund Direct IDCW Reinvestment was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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 Direct IDCW Reinvestment is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,615 in 3Y at 27.3675% returns
SIP Date1st of every month

Your next SIP Payment will be on 26 January 2026

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