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hsbc midcap fund growth
HSBC Midcap Fund Growth

HSBC Midcap Fund Growth

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Dec 29, 2025
i
Price per unit of the scheme.
₹ 400.1824-0.59%1 Day Change
-1.46%
Minimum Investment₹5000
Expense Ratio1.79%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
HSBC Midcap Fund Growth
VS
Equity: Mid-Cap Average NAV
    Topper in Equity: Mid-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    HSBC Midcap Fund Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty Midcap 150 TR INR
    Expense Ratio
    1.79%
    Category Avg Expense Ratio
    0.75%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 12,548.61 Cr(As on Nov, 2025)
    Inception Date
    Aug 09, 2004
    Turnover
    20.00 %
    Exit Load
    If units redeemed or switched out are over and above the limit, within 1 year from the dateof allotment. 1%If units are redeemed or switched out on or after 1 year from the date of allotment. Nil

    bt_logoABOUT THE FUND

    Objective: To generate capital appreciation by investing primarily in midcap stocks.There is no assurance that the investment objective of the scheme will be realized.

    HSBC Midcap Fund Growth is an Equity - Mid-Cap fund. The fund was launched inAug 09, 2004. Its risk level is . The NAV of the fund as onDec 29, 2025 is ₹400.18. Its expense ratio is 1.79 %. The fund has an AUM of ₹12,548.61 Cr.The fund is managed byVihang Naik,Cheenu Gupta,Venugopal Manghat,Sonal Gupta,Mayank Chaturvedi.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Vihang Naik
    Vihang Naik
    i
    Lead Fund Manager.
    Jun 28, 2016 - Present
    • Fund Manager Rank9Out of 29
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed4
    • Total AUM₹ 48,552.19 Cr
    • Highest Return In 1 Yr6.17 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Small Cap Fund Fund Direct Growth
    ₹ 86.87
    -2.00%
    -2.18%
    Very High Risk
    ₹16,202.83Cr
    HSBC Midcap Fund Direct Plan Growth
    ₹ 454.42
    -1.37%
    -1.49%
    Very High Risk
    ₹12,548.61Cr
    HSBC Flexi Cap Fund Growth Direct
    ₹ 246.21
    -1.60%
    -1.33%
    Very High Risk
    ₹5,247.71Cr
    HSBC Small Cap Fund Fund Direct Growth
    Very High Risk
    • NAV₹ 86.87
    • Fund Size₹16,202.83Cr
    Fund Return-2.00%
    Category Return-2.18%
    HSBC Midcap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 454.42
    • Fund Size₹12,548.61Cr
    Fund Return-1.37%
    Category Return-1.49%
    HSBC Flexi Cap Fund Growth Direct
    Very High Risk
    • NAV₹ 246.21
    • Fund Size₹5,247.71Cr
    Fund Return-1.60%
    Category Return-1.33%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Cheenu Gupta
    Cheenu Gupta
    i
    Lead Fund Manager.
    Nov 26, 2022 - Present
    • Schemes managed12
    • Total AUM₹ 46,967.47 Cr
    • Highest Return In 1 Yr15.19 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Tax Saver Equity Fund Direct Growth
    ₹ 106.89
    -1.09%
    -1.11%
    Very High Risk
    ₹245.87Cr
    HSBC Focused Fund Direct Growth
    --
    ₹ 27.83
    0.16%
    -0.87%
    Very High Risk
    ₹1,723.43Cr
    HSBC Conservative Hybrid Fund Growth Direct Plan
    ₹ 68.82
    -0.46%
    -0.39%
    Moderately High risk
    ₹148.63Cr
    HSBC Tax Saver Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 106.89
    • Fund Size₹245.87Cr
    Fund Return-1.09%
    Category Return-1.11%
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 27.83
    • Fund Size₹1,723.43Cr
    Fund Return0.16%
    Category Return-0.87%
    HSBC Conservative Hybrid Fund Growth Direct Plan
    Moderately High risk
    • NAV₹ 68.82
    • Fund Size₹148.63Cr
    Fund Return-0.46%
    Category Return-0.39%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Venugopal Manghat
    Venugopal Manghat
    i
    Lead Fund Manager.
    Oct 1, 2023 - Present
    • Schemes managed7
    • Total AUM₹ 57,357.83 Cr
    • Highest Return In 1 Yr6.17 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Business Cycles Direct Growth
    ₹ 46.15
    -1.47%
    -%
    Very High Risk
    ₹1,152.07Cr
    HSBC Small Cap Fund Fund Direct Growth
    ₹ 86.87
    -2.00%
    -2.18%
    Very High Risk
    ₹16,202.83Cr
    HSBC Multi Cap Fund Direct Growth
    --
    ₹ 19.59
    -1.77%
    -1.47%
    Very High Risk
    ₹5,340.88Cr
    HSBC Business Cycles Direct Growth
    Very High Risk
    • NAV₹ 46.15
    • Fund Size₹1,152.07Cr
    Fund Return-1.47%
    Category Return--
    HSBC Small Cap Fund Fund Direct Growth
    Very High Risk
    • NAV₹ 86.87
    • Fund Size₹16,202.83Cr
    Fund Return-2.00%
    Category Return-2.18%
    HSBC Multi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.59
    • Fund Size₹5,340.88Cr
    Fund Return-1.77%
    Category Return-1.47%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sonal Gupta
    Sonal Gupta
    i
    Lead Fund Manager.
    Oct 1, 2023 - Present
    • Schemes managed23
    • Total AUM₹ 79,819.73 Cr
    • Highest Return In 1 Yr53.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Business Cycles Direct Growth
    ₹ 46.15
    -1.47%
    -%
    Very High Risk
    ₹1,152.07Cr
    HSBC Global Equity Climate Change Fund of Fund Direct Growth
    --
    ₹ 11.70
    6.12%
    -%
    Very High Risk
    ₹51.80Cr
    HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
    --
    ₹ 31.49
    4.36%
    -%
    Very High Risk
    ₹74.51Cr
    HSBC Business Cycles Direct Growth
    Very High Risk
    • NAV₹ 46.15
    • Fund Size₹1,152.07Cr
    Fund Return-1.47%
    Category Return--
    HSBC Global Equity Climate Change Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.70
    • Fund Size₹51.80Cr
    Fund Return6.12%
    Category Return--
    HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 31.49
    • Fund Size₹74.51Cr
    Fund Return4.36%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mayank Chaturvedi
    Mayank Chaturvedi
    i
    Lead Fund Manager.
    Oct 1, 2025 - Present
    • Schemes managed15
    • Total AUM₹ 72,930.59 Cr
    • Highest Return In 1 Yr6.17 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Focused Fund Direct Growth
    --
    ₹ 27.83
    0.16%
    -0.87%
    Very High Risk
    ₹1,723.43Cr
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    ₹ 51.28
    -0.16%
    -0.48%
    High Risk
    ₹1,591.48Cr
    HSBC Flexi Cap Fund Growth Direct
    ₹ 246.21
    -1.60%
    -1.33%
    Very High Risk
    ₹5,247.71Cr
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 27.83
    • Fund Size₹1,723.43Cr
    Fund Return0.16%
    Category Return-0.87%
    HSBC Balanced Advantage Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 51.28
    • Fund Size₹1,591.48Cr
    Fund Return-0.16%
    Category Return-0.48%
    HSBC Flexi Cap Fund Growth Direct
    Very High Risk
    • NAV₹ 246.21
    • Fund Size₹5,247.71Cr
    Fund Return-1.60%
    Category Return-1.33%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Nov, 2025
    EQUITY (98.00%)
    DEBT (-%)
    CASH (2.00%)
    Allocation by Market Cap
    Large Cap(12.58%)
    Mid Cap(61.98%)
    Small Cap(14.87%)
    Industry Holdings
    • Internet Retail9.65%
    • Credit Services8.15%
    • Electrical Equipment Parts7.93%
    • Information Technology Services7.23%
    • Banks Regional7.00%
    • Financial Exchanges5.97%
    Stock Holdings
    • FSN E-Commerce Ventures Ltd5.22%
    • Eternal Ltd4.21%
    • Ashok Leyland Ltd3.67%
    • GE Vernova T&D India Ltd3.43%
    • PB Fintech Ltd3.39%
    • Multi Commodity Exchange of India Ltd3.34%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      1.06
      This Fund
      VS
      -0.35
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      84.77
      This Fund
      VS
      90.50
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.98
      This Fund
      VS
      0.94
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.00
      This Fund
      VS
      0.94
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.47
      This Fund
      VS
      1.55
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      16.83
      This Fund
      VS
      15.67
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    HSBC Asset Management (India) Private Ltd
    HSBC Asset Management (India) Private Ltd manages assets worth ₹ 1,40,064.20 crores. It’s current offering of mutual fund schemes includes 21 equity, 13 debt and 8 hybrid schemes.
    phone icon
    Phone
    +91 22 66145000
    mail icon
    Email
    hsbcmf@hsbc.co.in
    aum
    AUM
    ₹ 1,40,064.20 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    16, V N Road, Mumbai,400 001

    bt_logoFAQ's

    What is the category of HSBC Midcap Fund Growth ?
    The category of HSBC Midcap Fund Growth is Equity - Mid-Cap
    What is the current NAV of HSBC Midcap Fund Growth ?
    The current NAV of HSBC Midcap Fund Growth as on Dec 29, 2025 is ₹400.18
    How safe is HSBC Midcap Fund Growth ?
    The risk level of HSBC Midcap Fund Growth is Very High.
    What are short term returns given by HSBC Midcap Fund Growth ?
    The return given by HSBC Midcap Fund Growth in 1 month is -1.46%, 3 months is 3.13%, 6 months is 1.74%, and 1 year is -1.28%
    What are the long term returns given by HSBC Midcap Fund Growth ?
    The return given by HSBC Midcap Fund Growth in 3 years is 24.43% and 5 years is 20.50%.
    What is the expense ratio of HSBC Midcap Fund Growth ?
    The expense ratio of HSBC Midcap Fund Growth is 1.79%
    What is the AUM of HSBC Midcap Fund Growth ?
    The assets under Management (AUM) of HSBC Midcap Fund Growth is Rs 12,548.61 crores.
    What is the minimum investment in HSBC Midcap Fund Growth ?
    The minimum Lumpsum investment in HSBC Midcap Fund Growth is ₹5,000.00 and the minimum SIP investment in HSBC Midcap Fund Growth is ₹1,000.00
    What is the asset allocation of HSBC Midcap Fund Growth?
    HSBC Midcap Fund Growth has an exposure of 98.00% in Equity and 2.00% in Cash & Money Market Securities

    bt_logoCALCULATORS

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