HSBC Midcap Fund Growth
Medium
Risk
Equity
Mid Cap Fund
+
21.86
%
21.86
%
3Y annualised
+
0.35
%
0.35
%
1D
1M
6M
1Y
3Y
All
Fund size
9467
NAV:
Mar 7, 2024
314.862
Sector
Tech
Type
Equity
Launched
Aug 2004
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Ratnamani Metals & Tubes Ltd
3.8
%
Power Finance Corp Ltd
3.51
%
Sundaram Finance Ltd
2.8
%
AIA Engineering Ltd
2.7
%
Godrej Properties Ltd
2.50
%
Ipca Laboratories Ltd
2.30
%
Indian Bank
2.27
%
Lupin Ltd
2.25
%
Bosch Ltd
2.19
%
Multi Commodity Exchange of India Ltd
2.18
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
HSBC Midcap Fund Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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