HSBC Midcap Equity Fund Add to compare
60.3936
-0.2312
(-0.38%)
1 day change as on 21 Feb 2018
Investment Objective: Seeks to generate long term capital growth from an actively managed portfolio of equity and equity related securities primarily being midcap stocks. However, it could move a portion of its assets towards fixed income securities if the fund manager becomes negative on the Indian equity markets.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 565.68
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 10000
Launch Date Fund Manager Last Dividend
19-05-2005 Dhiraj Sachdev 0.00
Benchmark Email / Website Bonus
S&P BSE MID CAP hsbcmf@hsbc.co.in / www.assetmanagement.hsbc.com/in
AMC Name
HSBC Asset Management (India) Private Ltd
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
HSBC Midcap Equity Fund 640.76 -6.92 0.65 16.44 26.90 16.26 26.75 15.12
SBI Small & Midcap Fund 907.87 -7.81 3.40 28.96 48.54 24.71 36.35 23.24
HDFC Small Cap Fund 2423.29 -3.34 6.35 23.43 43.21 20.61 24.22 16.52
Reliance Small Cap Fund 6542.42 -6.75 4.08 19.71 38.88 21.92 35.26 22.44
L&T Emerging Businesses Fund 4030.87 -5.72 0.67 13.51 37.36 23.43 -- 30.46
IDFC Sterling Equity Fund 2482.61 -6.29 -0.45 9.61 32.78 13.56 21.40 18.68
Top 10 Holdings
Company Name Sector Name Asset %
Indiabulls Housing Finance Ltd. Financial Services 4.76
Balaji Amines Ltd. Chemicals 4.66
Manappuram Finance Ltd. Financial Services 4.17
Vinati Organics Chemicals 4.1
Deccan Cements Ltd. Cement & Cement Products 3.94
 
Company Name Sector Name Asset %
Srikalahasthi Pipes Ltd. Metals 3.94
Gujarat Mineral Development Corporation Ltd. Metals 3.68
Apex Frozen Foods Ltd. Consumer Goods 3.67
Motilal Oswal Financial Services Ltd. Financial Services 3.58
Kaveri Seed Co. Ltd. Consumer Goods 3.37
AUM Movement
Asset Allocation