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. |
202.339
1.6 (0.7932%)
17.67%
Benchmark: 17.43%
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 | 13.9 |
| 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 | 4.23 | 18.35 | 24.56 | 25.78 | 18.62 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 5.76 | 25.51 | 26.33 | 25.01 | 18.71 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 4.78 | 16.33 | 19.7 | 22.74 | - |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 4.49 | 19.59 | 21.47 | 23.24 | 16.36 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 3.0 | 19.82 | 24.63 | - | - |
| Tata Mid Cap Fund Regular Plan- Growth Option | 01-07-1994 | 2.21 | 14.62 | 21.14 | 21.29 | 16.24 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 1.03 | 18.56 | 23.05 | 23.5 | 15.79 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 0.7 | 16.77 | 20.14 | - | - |
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 0.54 | 16.21 | 19.48 | 21.52 | 15.6 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 0.25 | 21.23 | 24.41 | 25.58 | 18.59 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.5%
Others
6.06%
Large Cap
7.67%
Mid Cap
65.77%
