mid capHigh risk

HSBC Mid Cap Fund - Direct - IDCW

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.

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.

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: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 149155
First price on record: 29 Sep 2021 · 286 daily prices

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.