HSBC Midcap-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

3 Morning Star

4 Value Research

NAV( 31 Aug 2026)

₹ 485.33

6.77%

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HSBC Midcap-G

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Performance

25.11%3y Returns

1.29% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

2.25%
Exit load

1% Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 15,578 Cr
Plan

REGULAR
Launch date

25 Jun 2004
Fund type

OPEN
Fund benchmark

NIFTY Midcap 150 Total Return Index
ISIN

INF917K01254

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
CreditAccess Grameen Ltd	0.39%
Prestige Estates Projects Ltd	1.89%
Kirloskar Oil Engines Ltd	0.6%
Triveni Turbine Ltd	0.72%
TD Power Systems Ltd	1.16%
Multi Commodity Exchange Of India Ltd	0.96%
AU Small Finance Bank Ltd	1.89%
Crisil Ltd	0.05%
CG Power & Industrial Solutions Ltd	1.02%
Anthem Biosciences Ltd	0.01%
Aditya Infotech Ltd	2.92%
Gabriel India Ltd	0.0%
Sundaram Finance Ltd	0.01%
TVS Motor Company Ltd	0.58%
Syngene International Ltd	1.2%
IDFC First Bank Ltd	0.04%
Eternal Ltd	0.01%
Bharat Forge Ltd	3.22%
Godfrey Phillips India Ltd	1.52%
FSN E-Commerce Ventures Ltd	4.04%
Swiggy Ltd	0.02%
ACME Solar Holdings Ltd	0.01%
NTPC Green Energy Ltd	0.0%
Indian Bank	1.62%
Polycab India Ltd	1.1%
Thyrocare Technologies Ltd	1.63%
BSE Ltd	0.32%
Netweb Technologies India Ltd	2.03%
Safari Industries (India) Ltd	0.14%
Repo	1.37%
Kei Industries Ltd	1.08%
KFin Technologies Ltd	0.69%
Avalon Technologies Ltd	0.89%
Mankind Pharma Ltd	2.37%
City Union Bank Ltd	1.63%
Bosch Home Comfort India Ltd	0.07%
Thermax Ltd	2.29%
Hindalco Industries Ltd	0.09%
Net Payables	-0.15%
Aditya Birla Capital Ltd	1.9%
Dixon Technologies (India) Ltd	0.02%
Nippon Life India Asset Management Ltd	2.36%
Lupin Ltd	1.42%
Mahindra & Mahindra Financial Services Ltd	2.88%
PB Fintech Ltd	3.64%
Data Patterns (India) Ltd	1.84%
Biocon Ltd	0.01%
Indusind Bank Ltd	1.41%
Ipca Laboratories Ltd	1.71%
Zydus Lifesciences Ltd	1.18%
Cochin Shipyard Ltd	1.87%
Ather Energy Ltd	2.02%
Abbott India Ltd	0.0%
Apar Industries Ltd	2.51%
GE Vernova T&D India Ltd	3.43%
Ashok Leyland Ltd	1.24%
Muthoot Finance Ltd	0.03%
Coforge Ltd	1.26%
National Aluminium Company Ltd	0.0%
Piramal Finance Ltd	3.66%
JSW Energy Ltd	2.51%
Persistent Systems Ltd	0.02%
Hitachi Energy India Ltd	2.3%
Max Healthcare Institute Ltd	0.01%
JK Cement Ltd	0.02%
JSW Steel Ltd	0.28%
Poly Medicure Ltd	0.96%
Radico Khaitan Ltd	2.48%
Kaynes Technology India Ltd	0.01%
Navin Fluorine International Ltd	1.09%
Atlanta Electricals Ltd	0.89%
Lenskart Solutions Ltd	4.13%
Mazagon Dock Shipbuilders Ltd	0.03%
Meesho Ltd	3.34%
ICICI Prudential Asset Management Company Ltd	1.48%
Shadowfax Technologies Ltd	0.78%
Max Financial Services Ltd	0.03%
Bharti Hexacom Ltd	0.01%
Schaeffler India Ltd	0.0%
The Federal Bank Ltd	4.91%
Billionbrains Garage Ventures Ltd	0.9%

Sectors

Company	Allocation %
Others	1.22%
Construction	2.61%
Automobile	7.06%
Consumer Staples	6.51%
Materials	0.02%
Financial	24.35%
Capital Goods	21.04%
Consumer Discretionary	4.34%
Chemicals	1.09%
Services	13.16%
Energy	0.01%
Technology	3.31%
Unclassified	1.48%
Metals & Mining	0.37%
Healthcare	10.50%
Communication	2.93%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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HSBC Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.assetmanagement.hsbc.co.in
Phone:

Funds Offered

46
AUM

₹ 1,52,277 Cr
Website

http://www.assetmanagement.hsbc.co.in

About

HSBC Mutual fund is part of HSBC global asset manager which has a strong heritage of successfully connecting clients to global investment opportunities. HSBC has presence in 26 countries with USD 500 billion under management. Their proven expertise in connecting the developed and developing world allows to unlock sustainable investment opportunities for investors in all regions. Through a long-term commitment to clients and a structured and disciplined investment approach, they deliver solutions to support their financial ambitions.

Fund Manager

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Vihang Naik

Funds Offered

4
AUM

₹ 54,067 Cr
Highest Return

25.11%

About

Vihang Naik Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of HSBC Midcap-G?

The current NAV of HSBC Midcap-G is ₹ 485.3289

How much does HSBC Midcap-G charge as expense ratio?

The expense ratio of HSBC Midcap-G is 2.25%

How to Redeem HSBC Midcap-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in HSBC Midcap-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in HSBC Midcap-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in HSBC Midcap-G based on your investment objective and risk profile.

What is the return of HSBC Midcap-G?

For HSBC Midcap-G, 3-year return is 25.11% per annum and 5-year return is 18.88% per annum. Check the return performance in detail on the page.

What is the lock-in period in HSBC Midcap-G?

The lock-in-period of HSBC Midcap-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

HSBC Midcap-G

₹ 485.33

6.77%

HSBC Midcap-G

Performance

25.11%3y Returns

Investment details

₹ 500

₹ 5000

0

2.25%

1% Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

L After 365 days

Fund details

₹ 15,578 Cr

REGULAR

25 Jun 2004

OPEN

NIFTY Midcap 150 Total Return Index

INF917K01254

Fund allocation

Risk Associated

Very High

About AMC

HSBC Mutual Fund >

Contact Information

Address:

46

₹ 1,52,277 Cr

About

Fund Manager

Vihang Naik

4

₹ 54,067 Cr

25.11%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of HSBC Midcap-G?

How much does HSBC Midcap-G charge as expense ratio?

How to Redeem HSBC Midcap-G Regular Growth?

What are the steps to invest in HSBC Midcap-G?

Can I invest in HSBC Midcap-G through both SIP and lump sum?

What is the return of HSBC Midcap-G?

What is the lock-in period in HSBC Midcap-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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