75
Mid CapBuy
HSBC Midcap
HSBC · Direct–Growth · rank #4 of 34 by Smart Score
Data updated
Trailing returns
1 Year
24.1%
+14.3% vs index
3 Years
25.4%
+9.0% vs index
5 Years
19.6%
+2.8% vs index
Since launch
20.4%
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
+19.3%+15.1% vs index
Why this score
HSBC Midcap scores 75/100 — #4 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 return25.45% · 98th percentile in category
5Y return19.64% · 83rd percentile in category
Sharpe ratio1.09 · 92nd percentile in category
Volatility20.02 · 5th percentile in category
Alpha4.75 · 95th percentile in category
Sortino ratio1.36 · 89th percentile in category
Top holdings
1.The Federal Bank Ltd4.91%
2.Lenskart Solutions Ltd.4.13%
3.FSN E-Commerce Ventures Ltd4.04%
4.DEWAN HOUSING FINANCE CORP. LTD. EQ3.66%
5.PB Fintech Ltd3.64%
79 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.