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HSBC Midcap Fund - Direct Plan

To generate capital appreciation by investing primarily in midcap stocks.There is no assurance that the investment objective of the scheme will be realized.

Suitability

This product is suitable for investors who are seeking

• An open-ended equity scheme

• Long term capital appreciation

• Investment primarily in midcap equity and equity-related securities

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	0.7%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 7,089
AMC AUM (in Crs.)	₹ 11,054
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE Midcap TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	34.84%
HSBC Midcap Fund - Direct Plan	1000	1000	23.71%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	34.84%
Axis Midcap Fund - Direct Plan	100	100	24.12%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	32.06%
DSP Midcap Fund - Direct Plan	500	1000	20.62%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps	Cash - Repurchase Agreement	5
Ratnamani Metals & Tubes Ltd	Equity	3
Emami Ltd	Equity	3
Sundaram Finance Ltd	Equity	2
Abbott India Ltd	Equity	2
Ipca Laboratories Ltd	Equity	2
Cummins India Ltd	Equity	2
Indian Bank	Equity	2
Bosch Ltd	Equity	2
Indian Hotels Co Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	95
Cash - Repurchase Agreement	5
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	19
Industrials	16
Basic Materials	15
Consumer Cyclical	14
Healthcare	14

Fund Manager

Vihang Naik

6+ years of experience

Cheenu Gupta

0+ years of experience

HSBC Mutual Fund

AUM₹11,054 Cr

About

HSBC Mutual Fund, established in May 2002, has an asset under management of Rs. 10621.84 crore as of June 2018.##The asset management company believes in providing well-engineered products to its customers and they also target on developing an adequate solution base for their client.##The motto of the company is to connect customers to companies, so that their investor community may prosper. HSBC claims to work in a goal oriented format to bring about the best possible financial services to its investors. In this regard, HSBC offers a wide array of mutual funds across various categories so that may appeal to investors irrespective of their risk appetite, investment duration and even salary.##With a global presence in 26 locations, HSBC aims to bring about the best possible investment service to retail investors.

Phone

1800 200 2434

Address

Standard Chartered Bank - India, Mumbai -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m