HSBC Midcap Fund SIP Calculator
Calculate historical returns and project future compounding for HSBC Midcap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Mid Cap
AUM
₹17,188 Cr
Expense Ratio
1.15%
Fund Manager
Venugopal Manghat
HSBC Midcap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 22.2% CAGR | 5 Years @ 19.8% CAGR | 10 Years @ 19.8% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹51,446 Invested: ₹36,000 | ₹1,02,856 Invested: ₹60,000 | ₹3,77,439 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,28,616 Invested: ₹90,000 | ₹2,57,141 Invested: ₹1,50,000 | ₹9,43,598 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,57,232 Invested: ₹1,80,000 | ₹5,14,281 Invested: ₹3,00,000 | ₹18,87,197 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹5,14,464 Invested: ₹3,60,000 | ₹10,28,563 Invested: ₹6,00,000 | ₹37,74,393 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹12,86,159 Invested: ₹9,00,000 | ₹25,71,407 Invested: ₹15,00,000 | ₹94,35,983 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (22.19%), 5-year (19.8%), and 10-year (19.8%) performance data. Actual mutual fund returns fluctuate with market NAV.
About HSBC Midcap Fund
A focused mid-cap growth fund investing in high-growth mid-sized Indian companies.
Investment Strategy
Active stock selection targeting market leaders in emerging sectors with strong cash flow generation.
Key Facts
- Active mid-cap stock selection
- Expense ratio: 1.20% (Direct)
- Benchmark: NIFTY Midcap 150 TRI
Historical Returns
3-Year CAGR
22.19%
5-Year CAGR
19.8%
10-Year CAGR
Benchmark
NIFTY Midcap 150 TRI
Returns are illustrative based on historical performance. Actual returns may vary. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, HSBC Midcap's portfolio includes:
Top 5 Holdings
- Persistent Systems
- Astral Ltd
- Trent Ltd
- Polycab India
- Federal Bank
Sector Allocation
Who Is This Fund Suitable For?
Ideal for aggressive investors seeking long-term wealth creation from high-conviction mid-cap stocks.
More Funds from HSBC & Similar Schemes
Similar Funds to Consider
- HDFC Mid Cap Fund
- SBI Midcap Fund
Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for HSBC Midcap Investors
- FIRE Calculator — Plan your retirement corpus with HSBC Midcap as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in HSBC Midcap could cost you
- SIP vs EMI Calculator — Compare investing in HSBC Midcap vs paying off loans
Frequently Asked Questions About HSBC Midcap
What is the historical SIP return of HSBC Midcap?
Based on the latest data, HSBC Midcap has delivered an annualized return (CAGR) of 22.19% over 3 years, 19.8% over 5 years, and undefined over 10 years. Past performance does not guarantee future results.
How is HSBC Midcap SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in HSBC Midcap generate over 5 years?
At an estimated annual return rate of 19.8%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹5,14,281 in 5 years, yielding an estimated wealth gain of ₹2,14,281. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in HSBC Midcap?
HSBC Midcap's top holdings include Persistent Systems, Astral Ltd, Trent Ltd, and Polycab India. The fund's sector allocation is diversified across multiple sectors.
What is the risk profile of HSBC Midcap?
HSBC Midcap is a Mid Cap fund with moderate to high risk depending on market conditions. Investors should assess their risk tolerance before investing..
What are the tax implications of investing in HSBC Midcap?
Gains from HSBC Midcap are subject to capital gains tax. Equity funds held over 1 year qualify for LTCG at 12.5% on gains above ₹1.25 lakh per year. Consult a tax advisor for your specific situation.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
Ready to check HSBC Midcap returns?
Use our free calculator with real historical NAV data — no sign-up needed.
Open HSBC Midcap SIP Calculator →