HSBC Midcap Fund
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1–7 yearsInvestment Horizon
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Hsbc Midcap Fund Growth invests in mid-size Indian companies, balancing growth and risk.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation24.3%
Sharpe Ratio0.11
Beta1.17
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Max Healthcare Institute Ltd Ordinary SharesServices4.58%
BSE LtdFinancial Services4.55%
Dixon Technologies (India) LtdTechnology4.27%
Jubilant Foodworks LtdConsumers4.02%
Eternal LtdConsumers3.83%
Trent LtdConsumers3.49%
GE Vernova T&D India LtdCapital Goods3.42%
Nippon Life India Asset Management Ltd Ordinary SharesFinancial Services3.41%
Multi Commodity Exchange of India LtdFinancial Services3.06%
Persistent Systems LtdTechnology2.85%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.73%
Exit Load1
Regulatory & Tax Information
INF917K01254
ISINDailyDealing Frequency
BSE Midcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)