HSBC Midcap Fund - Direct - Growth
Equity Schemes by HSBC Asset Management (India) Private Ltd.
3Y Returns (CAGR)
24.70%
Expense Ratio
1.20%
as of 01/08/2026
AUM
₹2,898.6 Cr
Qtr End: Jun 26
NAV
₹545.223
as of 02/09/2026
3Y Returns (CAGR)
24.70%
Expense Ratio
1.20%
as of 01/08/2026
AUM
₹2,898.6 Cr
Qtr End: Jun 26
NAV
₹545.223
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 7.85% | 35.29% | 14.73% |
| 6M | 22.26% | 49.46% | 18.41% |
| 1Y | 22.79% | 22.79% | 16.55% |
| 3Y | 93.92% | 24.70% | 18.77% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 24/06/2004
- Fund Age
- 22.2 years
- Minimum Investment
- ₹5,000
- Fund House
- HSBC Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
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