HSBC Midcap Equity Fund (D) NAV | HSBC Mutual Fund | HSBC Midcap Equity Fund (D) Investment

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Relatively Weak performance in the category

The scheme is ranked 5 in Small & Mid Cap category by Crisil. If you are invested in this scheme, its time to switch to a better performing scheme.
View Top ranked funds in this category

Benchmark Index:

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# Moneycontrol Rank within 48 Small & Mid Cap Schemes.

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	32.5	-	-	-	-
2011	-21.2	-4.3	-14.1	-16.1	-44.6
2010	-1.1	1.8	19.3	-20.9	-3.6
2009	-9.0	52.6	22.0	4.6	81.5
2008	-39.8	-15.0	-9.9	-28.0	-68.2
2007	-15.4	23.8	12.2	18.3	36.5

* Returns over 1 year are Annualised

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-8.0	-1.6	8.1	-11.5	-9.7	4.6	-3.7
Category avg	-4.2	-0.2	5.5	-3.2	1.7	13.3	3.4
Difference of Fund returns and Category returns	-3.8	-1.4	2.6	-8.3	-11.4	-8.7	-7.1
Best of category	-2.6	5.2	13.2	13.2	15.0	26.8	15.9
Worst of category	-8.0	-5.9	0.6	-18.5	-13.1	4.6	-5.6
Benchmark returns #	-4.8	-5.5	4.8	-12.0	-6.0	6.6	-0.8
Difference of Fund returns and Benchmark returns	-3.2	3.9	3.3	0.5	-3.7	-2.0	-2.9

# Benchmark Index: BSE-MIDCAP

Investment Objective

Seeks to generate long term capital growth from an actively managed portfolio of equity and equity related securities primarily being midcap stocks.

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	May 03, 2005
Benchmark	BSE-MIDCAP
Asset Size (Rs cr)	104.91 (Mar-31-2012)
Minimum Investment	Rs.10000
Last Dividend	Rs.2.00 (Nov-19-2010) View Dividend History
Bonus	N.A.
Fund Manager	Dhiraj Sachdev View performance of schemes managed by the Fund Manager
Notes	N.A

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Regd. Office	314, D. N. Road, Fort, Mumbai , 400001
Tel. No.	022 6666 8819
Fax No.	022 4002 9600
Email	hsbcmf@hsbc.co.in
Website	www.assetmanagement.hsbc.com/in

Small & Mid Cap	Crisil Rank	Assets (Rs.cr)
Small & Mid Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
DSP-BR Small & Mid Cap -RP (G)	Rank 3	1,179.73	-0.6	4.4	-3.8	19.4	7.8
Franklin India Prima Fund (G)	Rank 3	726.18	-1.1	4.3	-4.1	15.8	3.7
DSP-BR Micro Cap Fund - RP (G)	Rank 2	436.31	3.1	6.7	-0.5	22.7	8.1
Franklin (I) Smaller Cos (G)	Rank 3	335.32	0.0	6.0	-6.7	13.9	2.6
Kotak Mid-Cap Fund (G)	Rank 3	264.50	0.1	5.8	-3.9	15.1	1.3
* Returns over 1 year are Annualised	More »

Equity	Sector	Value (Rs cr)	Asset %
Bombay Dyeing	Conglomerates	8.62	7.81
Dena Bank	Banking/Finance	6.61	5.99
Apollo Tyres	Automotive	6.54	5.93
PI Industries	Chemicals	6.21	5.62
JK Bank	Banking/Finance	6.14	5.56
Guj Mineral	Metals & Mining	5.21	4.72
Polaris Tech	Technology	4.43	4.02
Venkys	Miscellaneous	4.14	3.75
KRBL	Food & Beverage	3.70	3.35
PTC India	Services	3.37	3.05