BSE - Delayed Quote INR
HSBC Midcap Fund (0P00005V8E.BO)
75.81
+0.30
+(0.40%)
At close: May 28 at 1:30:00 AM GMT+5:30
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -8.32% |
| 5y Average Return | 26.97% |
| Number of Years Up | 16 |
| Number of Years Down | 4 |
| Best 1Y Total Return (May 30, 2025) | 81.55% |
| Worst 1Y Total Return (May 30, 2025) | -- |
| Best 3Y Total Return | 81.55% |
| Worst 3Y Total Return | 0.37% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00005V8E.BO
Category
- YTD
- -14.28%
- 0.00%
- 1-Month
- 3.28%
- 0.00%
- 3-Month
- -0.68%
- 0.00%
- 1-Year
- 3.80%
- 0.00%
- 3-Year
- 19.24%
- 0.00%
- 5-Year
- 25.09%
- 0.00%
- 10-Year
- 14.72%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00005V8E.BO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -17.01% | -- | -- | -- |
| 2024 | 7.50% | 18.36% | 8.01% | 0.95% |
| 2023 | -2.96% | 12.79% | 11.29% | 14.17% |
| 2022 | -1.63% | -8.59% | 10.87% | 0.89% |
| 2021 | 10.75% | 9.20% | 9.49% | -1.87% |
| 2020 | -25.89% | 20.85% | 15.30% | 15.11% |
| 2019 | 1.77% | -2.69% | -5.03% | 4.41% |
| 2018 | -8.16% | -2.58% | -5.85% | 2.84% |
| 2017 | 17.89% | 9.68% | 4.57% | 11.91% |
| 2016 | -8.59% | 12.65% | 10.83% | -3.80% |
| 2015 | 5.47% | -0.13% | 2.75% | 2.36% |
| 2014 | 10.11% | 32.33% | 11.76% | 11.49% |
| 2013 | -11.36% | 0.17% | 1.04% | 17.72% |
| 2012 | 20.17% | -0.42% | 7.41% | 7.44% |
| 2011 | -10.32% | -1.28% | -9.71% | -11.77% |
| 2010 | 4.12% | 1.81% | 15.94% | -0.75% |
| 2009 | -8.70% | 69.96% | 24.60% | 9.32% |
| 2008 | -34.48% | -15.25% | -6.05% | -26.04% |
| 2007 | -8.39% | 18.24% | 12.91% | 34.61% |
| 2006 | 15.18% | -18.27% | 20.62% | 10.49% |
| 2005 | 7.27% | 5.49% | 24.59% | 8.70% |
| 2004 | 22.98% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 97 |
| 1-Month | 37 |
| 3-Month | 67 |
| 1-Year | 85 |
| 3-Year | 55 |
| 5-Year | 88 |
Load Adjusted Returns
| 1-Year | 2.85% |
| 3-Year | 19.24% |
| 5-Year | 25.09% |
| 10-Year | 14.72% |
Performance & Risk
| YTD Return | -8.32% |
| 5y Average Return | 26.97% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | HSBC Asset Management (India) Private Ltd |
| Net Assets | 704 |
| YTD Return | -14.28% |
| Yield | 10.49% |
| Morningstar Rating | |
| Inception Date | Jan 01, 2013 |
Fund Summary
Fund Summary Information Not Available
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