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HSBC Midcap Equity Fund (G)

PLAN: Regular OPTIONS: Growth
35.044 1.1 (3.23%)

NAV as on 18 Dec, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : HSBC Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 18 Dec, 2014)

Period Returns (%) Rank #
1 mth -0.2 55
3 mth 3.2 95
6 mth 20.2 83
1 year 88.5 22
2 year 30.4 55
3 year 36.2 24
5 year 10.8 40

# Moneycontrol Rank within 120 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 12.5 35.9 8.2 - -
2013 -17.9 -13.0 -4.5 33.7 -4.4
2012 32.6 -3.1 6.2 3.5 47.5
2011 -21.2 -4.3 -14.1 -16.1 -44.7
2010 -1.1 1.8 19.3 -9.2 10.7
2009 -9.0 52.7 22.0 12.7 95.6

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.2 3.2 20.2 88.5 30.4 36.2 10.8
Category avg -0.3 5.3 22.4 61.9 23.9 13.8 6.6
Difference of Fund returns and Category returns 0.1 -2.1 -2.2 26.6 6.5 22.4 4.2
Best of category 3.9 12.8 41.4 115.7 46.0 45.9 25.0
Worst of category -7.5 -8.6 0.4 38.7 17.5 22.2 10.3
Benchmark returns # -3.0 1.0 10.3 55.6 18.7 24.4 9.0
Difference of Fund returns and Benchmark returns 2.8 2.2 9.9 32.9 11.7 11.8 1.8
HSBC Midcap Equity Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE MIDCAP

Investment Info

Investment Objective

Seeks to generate long term capital growth from an actively managed portfolio of equity and equity related securities primarily being midcap stocks.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 03, 2005
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 174.75 (Sep-30-2014)
Minimum Investment Rs.10000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Dhiraj Sachdev
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office 16, V N Road, Fort, Mumbai, 400001
Tel. No. 022 66145000
Fax No. 022 4002 9600
Email hsbcmf@hsbc.co.in
Website http://www.assetmanagement.hsbc.com/in

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opportunities (G) Rank 3
6,209.50 6.8 22.0 74.3 37.4 23.6
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 7.0 22.5 75.5 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 2.2 18.8 75.9 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 2.0 18.3 74.5 38.0 21.7
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 5.7 23.9 60.6 31.9 21.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 85.90
Others 8.66
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.44

View All

Sector (%)
Top 3 N.A.

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