HSBC Mid Cap Fund
Direct · Growth ₹505.54
05 Jun 2026
NAV
20.0%
3Y CAGR
18.2%
5Y CAGR
19.2%
10Y CAGR
19.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.27
Sharpe
-39.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.09 L | 25.7% | -51.5% | 128.5% |
| 3 Years | ₹36.00 L | ₹48.57 L | 19.7% | -22.5% | 43.9% |
| 5 Years | ₹60.00 L | ₹90.74 L | 17.8% | -7.1% | 34.8% |
| 7 Years | ₹84.00 L | ₹1.50 Cr | 17.2% | 3.7% | 27.0% |
| 10 Years | ₹1.20 Cr | ₹3.15 Cr | 18.4% | 14.7% | 22.5% |
| 12 Years | ₹1.44 Cr | ₹4.82 Cr | 19.0% | 16.2% | 22.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 25.7% | 22.2% | 21.9% | +3.6% |
| 3 Years | 19.7% | 17.4% | 20.1% | +2.3% |
| 5 Years | 17.8% | 16.5% | 19.3% | +1.3% |
| 7 Years | 17.2% | 16.7% | 19.1% | +0.5% |
| 10 Years | 18.4% | 16.6% | 19.3% | +1.8% |
| 12 Years | 19.0% | 16.3% | 18.8% | +2.7% |