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 (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 92,641.55 Cr As on 31-12-2025(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. |
199.568
2.17 (1.0894%)
17.47%
Benchmark: 17.12%
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 | 13.86 |
| Sharpe Ratio | 1.32 |
| Alpha | 3.32 |
| 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 | 12.44 | 14.4 | 24.94 | 24.32 | 18.98 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 13.97 | 14.06 | 21.51 | 20.91 | 16.74 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 12.06 | 10.77 | 19.32 | 19.69 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 11.84 | 18.11 | 25.34 | 21.77 | 18.32 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.52 | 14.74 | 24.38 | - | - |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 9.95 | 12.51 | 19.87 | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 9.62 | 13.72 | 23.45 | 20.81 | 15.83 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 9.62 | 11.48 | 19.51 | 19.37 | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 9.35 | 16.41 | 25.11 | 23.22 | 18.94 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 9.31 | 14.19 | 23.32 | 19.27 | 16.54 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.72%
Others
7.12%
Large Cap
7.26%
Mid Cap
67.9%
Scheme Documents
There are no scheme documents available
