Aeterna Wealth
Mid Cap · Regular plan · Growth

HSBC Midcap Fund (Regular)

HSBC Mutual Fund · benchmark Nifty Midcap 150 TRI · 3.9 years old · AMFI code 151034

A
Track-record rating: 4 of 28 in Mid Cap

A (top 30%), score 78.3 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months6.4%0.9%+5.5%10 / 32
1 year14.1%1.3%+12.8%1 / 30
3 years (a year)21.2%15.3%+5.9%10 / 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

Volatility, 3Y19.1%
Up capture, 3Y115
Down capture, 3Y96
Information ratio, 3Y0.89
Jensen's alpha, 3Y+5.5%
Beta, 3Y1.05
Sharpe, 3Y0.72

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 (Regular plan)?

₹458.01 on 5 Nov 2026 (Growth option).

What is the expense ratio of HSBC Midcap Fund (Regular)?

2.15% a year; the Direct plan's is 1.09%.

What return has HSBC Midcap Fund given over 3 years?

21.2% a year (Regular 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: 4 of 28 Regular 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.