HSBC Midcap Fund - Direct (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of HSBC Midcap Fund - Direct (G) (16033) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HSBC Midcap Fund - Direct (G)
HSBC Asset Management (India) Pvt. Ltd
To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and lowest constituent of the Nifty Free Float Midcap 100.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Good Quality
HSBC Midcap Fund - Direct (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Long-term Track Record
Historical performance consistency
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Cost Efficiency
Fund management costs
1-Year Returns
Recent performance momentum
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 2.88% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Dixon Technologies (India) Ltd | Consumer Durables | 4.92% |
| Max Healthcare Institute Ltd | Healthcare | 4.58% |
| Eternal Ltd | E-Commerce/App based Aggregator | 4.57% |
| GE Vernova T&D India Ltd | Capital Goods - Electrical Equipment | 4.05% |
| Jubilant Foodworks Ltd | Quick Service Restaurant | 3.85% |
| Nippon Life India Asset Management Ltd | Finance | 3.55% |
| BSE Ltd | Financial Services | 3.09% |
| Kaynes Technology India Ltd | Consumer Durables | 2.95% |
| Godfrey Phillips India Ltd | Tobacco Products | 2.88% |
| Coforge Ltd | IT - Software | 2.87% |
Sector Breakdown
Compare against Mid Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
HSBC Midcap Fund - Direct (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4654.39 | 20.90% | 0.93% | 25.28% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4240.19 | 20.39% | 0.10% | 24.28% |
| Franklin India Mid Cap Fund - Direct (G) | ₹3112.86 | 17.68% | -1.31% | 22.83% |
| Franklin India Mid Cap Fund (G) | ₹2763.59 | 17.21% | -2.09% | 21.82% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1546.91 | 21.61% | 0.46% | 23.65% |
| Sundaram Mid Cap Fund - (G) | ₹1413.87 | 21.10% | -0.38% | 22.61% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1367.68 | 20.04% | -0.02% | 24.50% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹886.23 | 19.00% | -2.00% | 19.33% |
| Aditya Birla SL Midcap Fund - (G) | ₹793.93 | 18.50% | -2.80% | 18.32% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹773.26 | 20.91% | 0.93% | 25.28% |
Category Average Returns
Cheenu Gupta
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.