MF Gyan
mid capHigh risk5 years old

HSBC Mid Cap Fund - Direct - Growth

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From HSBC Mutual Fund. It's been running since 29 Sep 2021.

Latest price per unit
₹9.6118
▲ 0.62% today
As of 25 Nov 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹97.0k
▼ ₹3.0k loss · -3.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹60.0k
Value today₹61.0k
Gain / loss+₹969
XIRR (annualised)3.10%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹61.0k
Projected gain*+₹1.0k
*at this fund's historical rate of 3.10% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 50 other funds in Equity Scheme - Mid Cap Fund

Same plan
1-year return
-3.03%median 9.65% (-12.68%)
Rank #46 of 51Beats 4% of peers
Bumpiness (3Y)
18.28%median 16.71% (+1.57%)
Rank #38 of 51Less risky than 24% of peers
Worst-ever drop
-24.51%median -36.43% (+11.92%)
Rank #41 of 51Less risky than 18% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 1 of last 2 years were positive.

+3%
2021
-7%
2022
Best year
2021 · 2.52%
Worst year
2022 · -6.83%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
18.3%

The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-24.51%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of HSBC Mid Cap Fund - Direct - Growth against other mid cap funds.

Technical details (for the pros)
CAGR — 1 year-3.03%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch-3.46%
Volatility — 1 year (annualised)19.12%
Volatility — 3 years (annualised)18.28%
Max drawdown — 1 year-24.51%
Max drawdown — 3 years-24.51%
Sharpe ratio — 1 year (rf=6%)-0.48
Sharpe ratio — 3 years (rf=6%)-0.52

Fund info

Fund house
HSBC Mutual Fund
Category
Equity Scheme - Mid Cap Fund
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
149154
First price on record
29 Sep 2021 · 286 daily prices

About HSBC Mid Cap Fund - Direct - Growth

HSBC Mid Cap Fund - Direct - Growth is a Equity Scheme - Mid Cap Fund offered by HSBC Mutual Fund under the Direct plan with the Growth option. It has approximately 5 years of NAV track record. The fund falls in the mid cap category — Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings.

The current NAV of HSBC Mid Cap Fund - Direct - Growth is ₹9.6118 (as of 25 Nov 2022). Historically, it has delivered -3.03% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 18.3% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 24.5%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of HSBC Mid Cap Fund - Direct - Growth?+

The latest NAV of HSBC Mid Cap Fund - Direct - Growth is ₹9.6118 as of 25 Nov 2022, up 0.62% from the previous day. NAV is updated once a business day after the market close.

What are the returns of HSBC Mid Cap Fund - Direct - Growth?+

HSBC Mid Cap Fund - Direct - Growth has delivered 1-year return -3.03%, since-inception CAGR -3.46%. Returns are historical and don't predict future performance — markets move in cycles.

What category does HSBC Mid Cap Fund - Direct - Growth belong to?+

HSBC Mid Cap Fund - Direct - Growth is categorised as Equity Scheme - Mid Cap Fund. Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings.

How risky is HSBC Mid Cap Fund - Direct - Growth?+

Based on its 3-year annualised volatility of 18.3%, HSBC Mid Cap Fund - Direct - Growth sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is HSBC Mid Cap Fund - Direct - Growth a direct plan?+

HSBC Mid Cap Fund - Direct - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is HSBC Mid Cap Fund - Direct - Growth?+

HSBC Mid Cap Fund - Direct - Growth has NAV history available from 29 Sep 2021 — approximately 5 years of track record and 286 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.