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HSBC Mutual Fund · Equity: Mid Cap
HSBC Midcap Fund - Regular Growth
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
EquityBenchmark · Nifty Midcap 150 TRITER · 2.29%Inception · 09-08-2004
NAV
₹479.05
-0.08% · as of 28-08-2026
Since inception
19.17%
CAGR
Benchmark (inception)
17.21%
CAGR
Fund size
₹15,578 Cr
AUM
Expense ratio
2.29%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +19.17% CAGR vs benchmark +17.21%.
Portfolio
Where the money is invested
Top holdings
GE T&D INDIA LIMITED EQ NEW RS. 2/-4.66%
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-4.51%
BSE LIMITED EQ NEW FV RS. 2/-4.34%
PB FINTECH LIMITED EQ NEW FV RS. 2/-4.24%
LENSKART SOLUTIONS PRIVATE LIMITED EQ4.21%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-3.76%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-3.65%
Piramal Finance Ltd3.51%
Billionbrains Garage Ventures Ltd.3.23%
Aditya Infotech Limited3.19%
Sector allocation
Financial Services30.12%
Capital Goods29.14%
Consumer Services10.48%
Healthcare8.29%
Automobile and Auto Components4.02%
Fast Moving Consumer Goods3.74%
Metals & Mining3.38%
Power2.87%
Oil, Gas & Consumable Fuels2.64%
Information Technology2.35%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 19.2% p.a.₹10,000
10 years
Projected value
₹36,23,974
Invested: ₹12,00,000
Gained: ₹24,23,974
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
C
Cheenu Gupta, Mayank Chaturvedi
Manager since fund inception data not available
ISIN & identifiers
AMFI code
151034
ISIN (Growth)
INF917K01254
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Mid Cap funds
ICICI Pru Mid Cap Fund Reg Gr
₹353.24
1Y
+21.3%
3Y
+23.3%
5Y
+18.6%
WhiteOak Capital Mid Cap Fund Reg Gr
₹22.49
1Y
+18.5%
3Y
+22.4%
5Y
+0.0%
Helios Mid Cap Fund Reg Plan Gr Plan
₹14.10
1Y
+17.1%
3Y
+0.0%
5Y
+0.0%
ITI Mid Cap Fund Reg Gr
₹23.81
1Y
+16.7%
3Y
+20.7%
5Y
+16.0%
MahIndra Manulife Mid Cap Fund Reg Gr
₹37.21
1Y
+16.1%
3Y
+19.3%
5Y
+18.3%
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