HSBC Midcap Fund (Direct)
HSBC Mutual Fund · benchmark Nifty Midcap 150 TRI · 3.9 years old · AMFI code 151036
A+ (top 10% of its peer group), score 77.8 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 7.0% | 0.9% | +6.1% | 12 / 32 |
| 1 year | 15.3% | 1.4% | +14.0% | 1 / 30 |
| 3 years (a year) | 22.4% | 15.3% | +7.2% | 11 / 28 |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of HSBC Midcap Fund (Direct plan)?
₹524.81 on 5 Nov 2026 (Growth option).
What is the expense ratio of HSBC Midcap Fund (Direct)?
1.09% a year; the Regular plan's is 2.15%.
What return has HSBC Midcap Fund given over 3 years?
22.4% a year (Direct plan) over the 3 years to 5 Nov 2026, against 15.3% for the Nifty Midcap 150 total-return index.
How is HSBC Midcap Fund rated?
A+: 3 of 28 Direct plans in Mid Cap, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HSBC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.