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BSE - Delayed Quote INR

HSBC Midcap Fund (0P00005X47.BO)

352.54
+3.04
+(0.87%)
At close: April 30 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -13.60%
5y Average Return 26.20%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (Apr 29, 2025) 81.61%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 81.61%
Worst 3Y Total Return 1.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00005X47.BO
Category
YTD
-17.01%
0.00%
1-Month
8.56%
0.00%
3-Month
-17.01%
0.00%
1-Year
7.87%
0.00%
3-Year
18.60%
0.00%
5-Year
28.01%
0.00%
10-Year
14.67%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00005X47.BO
Category
2025
--
--
2024
39.73%
--
2023
40.01%
--
2022
1.07%
--
2021
30.39%
--
2020
19.05%
--
2019
-0.15%
--
2018
-12.03%
--

2017
52.33%
--
2016
9.79%
--
2015
10.77%
--
2014
81.61%
--
2013
5.59%
--
2012
38.13%
--
2011
-29.36%
--
2010
22.06%
--
2009
111.28%
--
2008
-61.42%
--
2007
64.59%
--
2006
25.11%
--
2005
53.31%
--
2004
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -17.01% -- -- --
2024 7.50% 18.36% 8.78% 0.95%
2023 -2.96% 12.79% 12.04% 14.17%
2022 -1.64% -8.58% 11.41% 0.88%
2021 10.75% 9.20% 9.86% -1.86%
2020 -25.89% 20.84% 15.46% 15.12%
2019 1.77% -2.70% -3.41% 4.41%
2018 -8.16% -2.58% -4.39% 2.84%
2017 17.87% 9.68% 5.29% 11.92%
2016 -8.58% 12.63% 10.82% -3.79%

2015 5.46% -0.13% 2.77% 2.34%
2014 10.09% 32.33% 11.83% 11.48%
2013 -11.38% 0.19% 1.06% 17.69%
2012 20.20% -0.43% 7.42% 7.44%
2011 -10.31% -1.25% -9.59% -11.78%
2010 4.14% 1.80% 16.01% -0.75%
2009 -8.68% 69.92% 24.59% 9.29%
2008 -34.46% -15.26% -6.03% -26.07%
2007 -8.36% 18.17% 12.92% 34.60%
2006 15.16% -18.50% 20.65% 10.48%
2005 7.19% 5.50% 24.62% 8.78%
2004 23.01% -- -- --

Rank in Category (By Total Return)

YTD 92
1-Month 13
3-Month 92
1-Year 72
3-Year 51
5-Year 85

Load Adjusted Returns

1-Year 6.87%
3-Year 18.60%
5-Year 28.01%
10-Year 14.67%

Performance & Risk

YTD Return -13.60%
5y Average Return 26.20%
Rank in Category (ytd) 92
% 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 -17.01%
Yield 0.00%
Morningstar Rating
Inception Date Aug 09, 2004

Fund Summary

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