HDFC Mid Cap Fund - Growth Plan
(Erstwhile HDFC Mid-Cap Opportunities Fund - Growth Plan)
Fund House: HDFC Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 25-06-2007 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.36% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 92,136.82 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 21.34% | Exit Load: In respect of each purchase/switch-in of units, an Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed/ switched-out after 1 year from the date of allotment. |
202.977
1.81 (0.8912%)
17.67%
Benchmark: 17.4%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.9 |
| Sharpe Ratio | 1.31 |
| Alpha | 3.49 |
| Beta | 0.86 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 5.63 | 17.45 | 24.94 | 25.52 | 18.47 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 6.88 | 18.75 | 21.99 | 22.61 | 16.14 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 6.05 | 14.5 | 19.86 | 22.24 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 4.65 | 24.29 | 26.48 | 24.49 | 18.47 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 3.99 | 18.67 | 25.06 | - | - |
| Tata Mid Cap Fund Regular Plan- Growth Option | 01-07-1994 | 3.82 | 13.91 | 21.19 | 20.84 | 16.06 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 2.48 | 17.6 | 23.39 | 22.98 | 15.46 |
| Aditya Birla Sun Life MidCap Fund-Growth | 05-10-2002 | 2.18 | 14.06 | 20.34 | 20.8 | 13.89 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 1.59 | 15.28 | 19.94 | - | - |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 1.29 | 15.26 | 23.74 | 24.63 | 18.22 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
19.47%
Others
6.3%
Large Cap
7.37%
Mid Cap
66.86%
