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 (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 83,847.38 Cr As on 31-07-2025(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.

190.667

17.59%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 13.85
Sharpe Ratio 1.45
Alpha 4.53
Beta 0.85
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 1.09 22.06 24.92 27.69 17.6
Invesco India Midcap Fund - Growth Option 19-04-2007 9.22 30.16 26.92 27.12 17.95
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 2.7 24.33 - - -
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 1.08 22.41 20.91 26.49 17.82
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 0.5 30.66 28.0 32.27 17.52
PGIM India Midcap Fund - Regular Plan - Growth Option 05-12-2013 0.48 16.45 13.27 23.98 15.18
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 0.02 26.33 23.44 28.02 17.53
ICICI Prudential MidCap Fund - Growth 10-10-2004 -0.01 24.39 21.0 24.89 15.17
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 -0.35 21.31 - - -
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 -0.7 23.73 23.85 27.73 17.57

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

21.62%

Others

7.24%

Large Cap

7.37%

Mid Cap

63.77%

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