TickerKhojHSBC Mutual Fund · Equity · Mid Cap · Direct plan
HSBC Midcap Fund - Direct Plan - Growth
₹502.2936NAV on 30 Oct 2026Expense ratio 1.10%
29 Oct 2025NAV low 412.9 · high 555.06+9.8%
In plain words
Over 3 years it returned +21.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -26.0%.
On 3-year return it ranks 2 of 28 funds in Mid Cap.
A monthly SIP over 3 years ended ₹8,060 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.9% | +1.9% |
| 3 months | -2.3% | -5.1% |
| 6 months | +3.6% | -3.2% |
| 1 year | +9.6% | -10.2% |
| 3 years (yearly) | +21.6% | +7.4% |
| Since start (yearly) | +21.8% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,26,772 | +9.3% |
| 3 years | ₹3,60,000 | ₹4,43,356 | +13.3% |
Other plan of this fund: HSBC Midcap Fund - Regular Plan - Growth