mid capVery high risk

HSBC Midcap Fund - Direct Plan - 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 28 Nov 2022.

Latest price per unit

₹96.1501

▼ 0.57% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.14 L

▲ ₹14.0k gain · 14.0% / year

Invested 3 years ago

₹1.54 L

▲ ₹54.5k gain · 15.6% / 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

20.4%

The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-26.01%

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 year13.99%

CAGR — 3 years15.60%

CAGR — 5 years—

CAGR — since launch15.11%

Volatility — 1 year (annualised)17.57%

Volatility — 3 years (annualised)20.39%

Max drawdown — 1 year-11.68%

Max drawdown — 3 years-26.01%

Sharpe ratio — 1 year (rf=6%)0.42

Sharpe ratio — 3 years (rf=6%)0.43

Fund info

Fund house: HSBC Mutual Fund
Category: Equity Schemes - Mid Cap Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF917K01E78
ISIN (Div re-invest): INF917K01FX6
Fund code: 151035
First price on record: 28 Nov 2022 · 930 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.