Rating : N/A

HSBC Mid Cap Fund - Regular Plan - Growth

Equity

  

Mid Cap Fund

NAV

8.8008 +0.1429

(as on 20 May, 2022)

RETURNS

NA

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

2%

Asset Size

1152.82 Cr.

(As of 30 Apr, 2022)

Benchmark

IISL Nifty Midcap 150 TR INR

Riskometer

Investors understand that their principal will be at Risk.

Objective

To seek to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved

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Fund manager

Ankur Arora

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹500

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Cholamandalam Investment and Finance Co Ltd

3.52%

Laurus Labs Ltd

3.29%

SRF Ltd

3.27%

Polycab India Ltd

3.23%

Sector Allocation

About the Scheme Type

Mid cap funds invest only in mid cap companies – those with a market capitalization of INR 500 – INR 10000 Crores. Mid cap funds can be highly volatile and risky; hence, isn’t recommended for first-time investors as well as investors with low risk appetite. The ideal investment horizon for mid cap funds is 5 -7 years and does offer higher returns than both multi cap and large cap funds. However, the flip side to it is that during economic turmoil and crises, mid cap funds can fall down excessively. So, be careful while picking Mid cap funds.

Ratings

This fund is rated 0 stars by Morning Star Ratings.

N/A

Overview of HSBC Asset Management(India)Private Ltd

HSBC Mutual Fund’s mission is to work with clients to meet their investment objectives, by delivering investment expertise in a tailored way. To provide our clients with our best ideas and investment expertise as we collaborate with them to help them grow and protect their assets.

We, at HSBC Mutual Fund, deliver on our fiduciary responsibilities by managing risk as much as performance. We demonstrate our global investment expertise combined with strong governance as we collaborate with our clients, aiming to help them grow and protect their assets.

Doing the right thing for our clients is our most important responsibility. Global discipline, structure and focus help us use our resources optimally to ensure that all our clients benefit from our investment insights, and are given fair treatment. Client relationships are our greatest asset. We bring a global network of people, capital and ideas to help our clients tailor an investment strategy to meet their objectives.

HSBC Mutual Fund strives to anticipate and evaluate global market trends that may impact client objectives. Our investment framework is rigorous and repeatable, entailing:

  • A clear investment philosophy
  • A focus on longer-term valuations and risk-adjusted performance
  • In-depth research and analysis to support investment decisions
  • A global investment platform capturing insights and broader perspectives
  • Comprehensive portfolio construction and risk management tools