HSBC Midcap Fund Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Vihang Naik, Cheenu Gupta. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.68% |
Benchmark | S&P BSE Midcap TR INR |
AUM | ₹9741 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 18.78% |
Size breakup
HSBC Midcap Fund Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 5.46% | 5.46% |
6 Month Returns | 30.25% | 30.25% |
1 Year Returns | 59.83% | 59.83% |
3 Years Returns | 92.29% | 24.35% |
5 Years Returns | 158.42% | 20.91% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HSBC Midcap Fund Direct Plan Growth | 11.62 | 1.21 | -0.71 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HSBC Midcap Fund Direct Plan Growth | 0.69 | 0.76 | 0.84 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HSBC Midcap Fund Direct Plan Growth | 3.85 | 1.35 | 0.78 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HSBC Midcap Fund Direct Plan Growth | 10.26 | 12.04 | 19.07 |