HSBC Midcap Fund - Direct Plan - Growth
HSBC Mutual Fund
HSBC Midcap Fund - Direct Plan - Growth
HSBC Mutual Fund · Direct · 4+ years of NAV data
About Mid Cap Mutual Funds
Mid cap funds invest a minimum of 65% of their assets in companies ranked 101–250 by market capitalisation. This segment sits at the intersection of growth potential and institutional attention: large enough to have proven business models, small enough that information asymmetry still creates alpha opportunities for skilled active managers. Historically, mid caps have delivered superior long-term returns compared to large caps, but with meaningfully higher volatility — particularly during liquidity crunches when institutional selling can gap prices down sharply. SEBI's 2017 recategorisation added clarity to what a mid cap fund must own, reducing the style drift that previously made comparisons difficult. For an Indian equity portfolio, mid caps are typically sized at 15–25% allocation — enough to contribute meaningfully to returns, small enough that a sharp correction doesn't derail the plan. The ideal holding period is 7+ years.
Risk profile: This fund is classified as VeryHigh risk under SEBI's riskometer. Standard deviation: 17.14%. Maximum drawdown: 25.96%. Past performance is not indicative of future results. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
Analysis dimensions
Computed live from this fund's NAV history and factsheet. Dimensions without ingested data show “Coming soon”.
Post-tax returns
CAGR and SIP returns recomputed after LTCG, STCG and indexation. See your real, after-tax outcome — with the tax-drag % shown.
Factor exposure radar
Size, value, momentum, quality and low-vol loadings versus benchmark — a multi-factor view, not just a style box.
Drawdown & recovery time
Underwater curve with depth, duration and months-to-recover for every drawdown. Know how long a fund takes to climb back.
Expense-drag compounding
Your TER versus the category median, compounded over 10 and 20 years. See the ₹ you lose to fees.
Style drift over time
Track a fund's style position month by month across years, with a drift score. A fund that changed character is a different fund.
Concentration & overlap
Herfindahl index and effective N across the top-10 holdings, top-10 weight, and cross-fund overlap — so you never double up unknowingly.
Tracking error analytics
Tracking difference, tracking error and roll-return drag for every index fund and ETF — the analytics the index boom deserves.
Manager tenure vs fund age
Scatter of manager tenure against fund age, plus a manager-change timeline. Recent churn is a risk no static stat shows.
Holdings-quality score
Aggregate portfolio P/E, P/B, ROE, debt quality and turnover into one quality score with a peer percentile.
Complete risk-return bundle
Downside capture, upside capture, Sortino, Calmar and information ratio in one view — not just Sharpe and standard deviation.
Cycle-decomposed ranking
Risk-adjusted rank within category split into bull, bear and range regimes. Consistency across regimes, not one snapshot.
Governance & behavioral flags
Exit-load structure, side-pocketing history, expense-ratio changes and AMC regulatory actions — the red flags others omit.
NAV Growth
Key Information
- Scheme Code
- 151036
- Fund House
- HSBC Mutual Fund
- Scheme Type
- Direct
- Scheme Category
- MidCap
- NAV History Earliest
- 2022-11-28
- NAV History Points
- 960