Comprehensive analysis of HSBC Midcap Fund - Direct (IDCW) (16065) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HSBC Asset Management (India) Pvt. Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced Team
Good Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Historical performance consistency
Fund manager experience
Market exposure level
Outperformance vs benchmark
Recent performance momentum
Fund management costs
Assets under management
Risk-adjusted returns
This fund has outperformed its benchmark by 8.92% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Dixon Technologies (India) Ltd | Consumer Durables | 4.92% |
| Max Healthcare Institute Ltd | Healthcare | 4.58% |
| Max Healthcare Institute Ltd | Healthcare | 4.58% |
| Eternal Ltd | E-Commerce/App based Aggregator | 4.57% |
| BSE Ltd | Financial Services | 4.55% |
| Dixon Technologies (India) Ltd | Consumer Durables | 4.27% |
| GE Vernova T&D India Ltd | Capital Goods - Electrical Equipment | 4.05% |
| Jubilant Foodworks Ltd | Quick Service Restaurant | 4.02% |
| Jubilant Foodworks Ltd | Quick Service Restaurant | 3.85% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.83% |
Compare against Mid Cap Fund category average
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4612.59 | 3.70% | 8.57% | 32.45% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4212.23 | 3.27% | 7.69% | 31.39% |
| Franklin India Prima Fund - Direct (G) | ₹3162.26 | 2.13% | 7.63% | 30.62% |
| Franklin India Prima Fund - (G) | ₹2814.08 | 1.74% | 6.78% | 29.55% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1517.38 | 1.04% | 8.45% | 31.08% |
| Sundaram Mid Cap Fund - (G) | ₹1390.19 | 0.63% | 7.55% | 29.97% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1357.33 | 2.97% | 7.56% | 31.61% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹881.84 | 3.27% | 5.00% | 24.82% |
| Aditya Birla SL Midcap Fund - (G) | ₹791.94 | 2.86% | 4.14% | 23.75% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹766.32 | 3.70% | 8.57% | 32.45% |
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.