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: 1.4% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 79,706.18 Cr As on 30-05-2025(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. |
197.582
0.88 (0.4454%)
17.99%
Benchmark: 17.84%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 6 Months
8 Years 1 Months
9 Years 9 Months
15 Years 2 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 | 15.16 |
| Sharpe Ratio | 1.39 |
| Alpha | 3.9 |
| Beta | 0.87 |
| 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 | 7.7 | 28.71 | 32.55 | 32.51 | 18.0 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 14.75 | 34.01 | 32.33 | 30.37 | 17.77 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 10.37 | 30.14 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 8.18 | 33.07 | 31.31 | 33.29 | 18.01 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 6.84 | 29.82 | 29.71 | 28.88 | 15.02 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 6.83 | 33.61 | 34.79 | 36.51 | 17.53 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 6.44 | 30.03 | 30.85 | 32.82 | 17.78 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 6.16 | 28.59 | 29.12 | 27.33 | 15.4 |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 4.9 | 27.5 | 27.19 | 30.42 | 17.88 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 4.55 | 30.94 | 27.1 | 30.37 | 15.65 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
22.11%
Others
8.22%
Large Cap
5.37%
Mid Cap
64.3%
