75
Mid CapBuy
HSBC Midcap
HSBC · Direct–Growth · rank #3 of 34 by Smart Score
Data updated
Trailing returns
1 Year
11.7%
+12.0% vs index
3 Years
21.3%
+8.1% vs index
5 Years
16.3%
+3.3% vs index
Since launch
19.7%
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
+11.8%+13.9% vs index
Why this score
HSBC Midcap scores 75/100 — #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 return21.30% · 98th percentile in category
5Y return16.30% · 83rd percentile in category
Sharpe ratio0.82 · 89th percentile in category
Volatility20.71 · 5th percentile in category
Alpha6.84 · 95th percentile in category
Sortino ratio1.06 · 89th percentile in category
Top holdings
1.Lenskart Solutions Ltd.5.08%
2.Meesho Ltd.5.04%
3.The Federal Bank Ltd3.9%
4.Aditya Infotech Ltd.3.64%
5.DEWAN HOUSING FINANCE CORP. LTD. EQ3.56%
72 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.