HSBC Midcap Fund Direct-Growth
Benchmark: NIFTY Midcap 150 TRI · Inception: 01/01/2013 · NAV: ₹499.47 (22/05/2026)
AUM: ₹13387 Cr · Expense Ratio: 2.53% · Riskometer: Very High
3.0
★★★☆☆
Selective Buy
Analyst Insight
HSBC Midcap Fund carries an overall rating of 3.0/5 (Selective Buy), showing moderate standing within the Mid Cap category. Its alpha of 4.73 underperformss the category average of 6.54, suggesting room for improvement in active management. The Sharpe ratio of 1.06 sits below the category mean of 8.07, while volatility (std dev 19.96%) is higher than peers (15.88%), indicating relatively higher volatility. With a 5-year CAGR of 20.33% and expense ratio of 2.53%, investors should weigh cost-adjusted returns carefully.
ETM Rating
3/5
Risk Rating
3/5
Return Rating
3/5
Overall Rating
3.0/5
Alpha vs Cat
4.73 / 6.54
Sharpe vs Cat
1.06 / 8.07
Beta vs Cat
1.03 / 0.93
Std Dev vs Cat
19.96 / 15.88
Return Track Record
| Period | CAGR |
|---|---|
| 1Y | 20.21% |
| 3Y | 28.40% |
| 5Y | 20.33% |
| 10Y | 18.94% |
| Since Launch | 20.11% |
Risk & Return Scores
Sharpe Score4/5
Sortino Score3/5
SD Score1/5
ETM Risk Score3/5
ETM Return Score4/5
Portfolio Allocation
Large Cap 12.5% Mid Cap 70.4% Small Cap 17.0%
Strengths
- ✅ Sharpe ratio 1.06 > 1.0 — good risk-adjusted returns
Watch Points
- ⚠️ Alpha 4.73 below category avg 6.54
- ⚠️ Beta 1.03 > 1.0 — amplifies market moves
- ⚠️ Higher volatility 19.96% vs peers 15.88%
- ⚠️ High expense ratio 2.53% (above 1%)