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: 1.37% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 84,854.73 Cr As on 30-09-2025(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. |
197.07
0.71 (0.3628%)
17.68%
Benchmark: 17.52%
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 | 13.84 |
| Sharpe Ratio | 1.29 |
| Alpha | 4.02 |
| 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 | 3.35 | 22.47 | 25.7 | 29.27 | 18.0 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 7.72 | 30.43 | 27.53 | 27.9 | 18.28 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 4.2 | 24.34 | 24.69 | - | - |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 3.63 | 23.52 | 22.42 | 27.51 | 18.07 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 1.87 | 18.9 | 20.31 | 26.42 | - |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 1.73 | 25.0 | 21.88 | 26.39 | 15.58 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 1.4 | 19.97 | 18.62 | 25.09 | - |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 0.93 | 21.71 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 0.52 | 26.83 | 24.31 | 29.1 | 17.94 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 0.46 | 23.92 | 23.43 | 26.66 | 15.15 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.45%
Others
6.98%
Large Cap
7.46%
Mid Cap
64.11%
