HDFC Mid Cap Fund Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹1,00,858.31 Cr
Expense Ratio
1.30%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
25 Jun 2007
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.39% | -- |
| 3 Months | +5.65% | -- |
| 6 Months | +5.39% | -- |
| 1 Year | +11.93% | +11.93% |
| 2 Years | -- | +7.58% |
| 3 Years | +71.68% | +19.74% |
| 5 Years | +147.95% | +19.91% |
| Since Launch | +2035.75% | +17.37% |
Holdings as on 10 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps - Tri-Party Repo | 8,181.01 | 8.11 |
| Federal Bank | 4,218.87 | 4.18 |
| Max Financial Services | 4,136.50 | 4.10 |
| AU Small Finance Bank | 4,115.78 | 4.08 |
| Balkrishna Industries | 3,126.97 | 3.10 |
| Fortis Healthcare | 3,100.70 | 3.07 |
| IPCA Laboratories | 3,078.24 | 3.05 |
| Indian Bank | 3,009.73 | 2.98 |
| Glenmark Pharmaceuticals | 2,955.57 | 2.93 |
| Vishal Mega Mart | 2,667.51 | 2.64 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.80
Sharpe Ratio
15.35%
Std. Deviation
4.65%
Tracking Error
0.82%
Alpha
0.91
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HDFC Mid Cap Fund Growth | +11.93% | +19.74% | +19.91% |
| Motilal Oswal Midcap Regular Growth | +0.16% | +19.45% | +21.99% |
| Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option | +12.12% | +20.86% | +19.08% |
| Kotak Midcap Fund Growth | +9.63% | +19.12% | +16.78% |
| Axis Midcap Fund Growth | +8.99% | +17.32% | +13.71% |
Results are calculated on CAGR basis
About Fund
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
The HDFC Mid Cap Fund Growth has an AUM of 100858.31 crores & has delivered CAGR of 19.91 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.30%. The minimum investment in HDFC Mid Cap Fund Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Treps - Tri-Party Repo, Federal Bank, Max Financial Services, AU Small Finance Bank.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Software & Programming, Personal & Household Prods..
Some of the similar funds are HDFC Mid Cap Fund Growth, Motilal Oswal Midcap Regular Growth, Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option, Kotak Midcap Fund Growth, Axis Midcap Fund Growth. HDFC Mid Cap Fund Growth has a sharpe ratio of 0.80 & a standard deviation of 15.35%.
FAQs
According to the morning star rating HDFC Mid Cap Fund Growth has a Medium risk & Exceptional return.
HDFC Mid Cap Fund Growth is managed by Chirag Setalvad,Dhruv Muchhal.
The expense ratio of HDFC Mid Cap Fund Growth is 1.30%.
The 5 year annualized return on HDFC Mid Cap Fund Growth is 19.91% & it has generated 11.93% in the last 1 year.
The minimum investment in HDFC Mid Cap Fund Growth is 100 Rs.
HDFC Mid Cap Fund Growth has an AUM of 100858.31 crores.
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