OtherMid Cap FundDirect · Growth
HSBC Midcap Fund - Direct Growth
HSBC · Scheme 151036
₹539.92▲ 0.26%NAV · 2026-09-18
Strong FundScore
AUM
₹15,578 cr
Expense ratio
1.19%
3Y CAGR
26.3%
Risk level
High
Min SIP
₹500
Benchmark
Nifty Midcap 150 TRI
Fund manager: Venugopal ManghatExit load: Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Strong · 77/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Compounding well recently — 26.3% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +26.3%
- ✓1Y return: +22.6%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
FundScore breakdown
77/100 · Strong
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Decent
Downside protection
Decent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.