HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Cheenu Gupta, Vihang Naik. 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 | --/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 18.78% |
Size breakup
HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl | Absolute Returns | CAGR Returns |
1 Month Returns | 7.28% | 7.28% |
6 Month Returns | 26.01% | 26.01% |
1 Year Returns | 45.74% | 45.74% |
3 Years Returns | 73.48% | 20.16% |
5 Years Returns | 124.77% | 17.58% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl | 3.37 | -1.34 | -2.84 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl | 0.69 | 0.74 | 0.83 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl | 2.13 | 1.01 | 0.65 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl | 14.55 | 12.93 | 19.45 |