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HSBC Midcap Fund Growth

Last Updated NAV Date: 11 Sep 2026

3 Year Returns

22.53%

NAV (₹)

476.2014

1 Day NAV Change

-0.17%

HSBC Midcap Fund Growth is a scheme from HSBC Mutual Fund AMC, launched on 09 Aug 2004 and currently managing ₹ 17188.24 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹500 and a lump sum of ₹5000. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.

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HSBC Midcap Fund Growth Fund Details

Min. SIP Amount₹ 500
Min. Lumpsum Amount₹ 5000
AUM₹ 17188.24 Cr
Expense Ratio2.25%
Lock-in PeriodNo Lock-in Period
Inception Date09 Aug 2004
Fund Age22 Yrs

Exit Load

If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment: Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.

Fund’s Investment Objective

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and lowest constituent of the Nifty Free Float Midcap 100.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return1.29%
3 Month Return10.39%
6 Month Return24.19%
1 Year Return20.19%
3 Year Return22.53%
5 Year Return18.07%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

HSBC Midcap Fund Growth Sector Holdings

Last Updated: 31 Aug 2026
SectorsAllocationWeightageValue (in Cr.)
Capital Goods - Electrical Equipment
15.46%2,658.146
Others
11.31%1,943.313
Banks
10.35%1,778.759
Finance
10.24%1,760.609
E-Commerce/App based Aggregator
9.04%1,552.957
Pharmaceuticals
7.07%1,215.823
Automobile
5.57%957.881
Logistics
5.47%940.975
FMCG
4.84%832.224
Aerospace & Defence
3.62%621.806

HSBC Midcap Fund Growth Stock Holdings

Last Updated: 31 Aug 2026
NameAllocationWeightageValue (in Cr.)Sector
Lenskart Solut.
4.81%825.906FMCG
Meesho
4.00%686.942Logistics
Federal Bank
3.96%680.6Banks
Piramal Finance.
3.92%673.964Finance
PB Fintech.
3.87%664.772E-Commerce/App based Aggregator
FSN E-Commerce
3.61%620.664E-Commerce/App based Aggregator
Ather Energy
3.57%614.113Automobile
Apar Inds.
3.38%580.162Capital Goods - Electrical Equipment
GE Vernova T&D
3.20%550.054Capital Goods - Electrical Equipment
Bharat Forge
2.79%480.101Castings, Forgings & Fastners

Fund Manager Details

Over 17 years of experience HSBC Asset Management (India) Private. Limited SVP Fund Management Equities (Since November 26, 2022) L&T Investment Management Limited Fund Manager - Equity from July 1, 2021 to November 25, 2022. Canara Robeco Asset Management Company Limited Equity - Fund Manager (March 2018 - June 2021) Tata AIA Life Insurance Company Limited Equity Fund Manager (from August 2009 - February 2018) CFA Charter holder (USA), PGDBM (Finance) and B.E. (I.T)

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

HSBC Mutual Fund

Funds Managed

45

Assets Managed

₹ 1,44,067.93 Cr

Contact Details

Registered Address

9-11 Floors, NESCO IT Park,Building no 3, Western ExpressHighway, Goregaon(East) Mumbai-400063

Managing Director

N P Gidwani

Chief Executive Officer

Kailash Kulkarni

Compliance Officer

Sumesh Kumar

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from HSBC Midcap Fund Growth through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for HSBC Midcap Fund Growth is ₹ 5000 for Lumpsum and ₹ 500 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
HSBC Midcap Fund Growth has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of HSBC Midcap Fund Growth over the past three years is 22.53%.
The current NAV of HSBC Midcap Fund Growth is 476.2014.
The Expense ratio of HSBC Midcap Fund Growth is 2.25%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the HSBC Midcap Fund Growth fund is ₹ 17188.24 Cr. It represents the total assets held and managed by the fund.
The exit load for HSBC Midcap Fund Growth is If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment: Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: Nil..
The fund managers of the HSBC Midcap Fund Growth are Cheenu Gupta, Mayank Chaturvedi. However, with management's discretion, the fund manager could also change during the tenure.
HSBC Midcap Fund Growth was launched on 09 Aug 2004. Since then, the fund has formed an NAV (Net Asset Value) of 476.2014.

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