76
Mid CapBuy
HSBC Midcap
HSBC · Direct–Growth · rank #3 of 34 by Smart Score
Data updated
Trailing returns
1 Year
18.6%
+13.6% vs index
3 Years
24.2%
+9.0% vs index
5 Years
19.0%
+3.2% vs index
Since launch
20.3%
Year-by-year performance
2023
+41.5%-2.8% vs index
2024
+41.2%+17.1% vs index
2025
-0.3%-6.1% vs index
2026
+18.6%+15.4% vs index
Why this score
HSBC Midcap scores 76/100 — #3 of 34 Mid Cap fund (Buy). It stands out for 3y return and 5y return — beating 98% of peers on 3y return. The main drag is its volatility (better than only 5% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return24.20% · 98th percentile in category
5Y return19.03% · 87th percentile in category
Sharpe ratio1.02 · 92nd percentile in category
Volatility20.08 · 5th percentile in category
Alpha6.88 · 95th percentile in category
Sortino ratio1.28 · 89th percentile in category
Top holdings
1.Lenskart Solutions Ltd.4.81%
2.Meesho Ltd.4%
3.The Federal Bank Ltd3.96%
4.DEWAN HOUSING FINANCE CORP. LTD. EQ3.92%
5.PB Fintech Ltd3.87%
75 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.