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: 1.35% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 83,072.72 Cr As on 29-08-2025(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. |
198.443
0.39 (0.1975%)
17.79%
Benchmark: 17.63%
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 | 13.89 |
| Sharpe Ratio | 1.27 |
| Alpha | 4.52 |
| 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 | 3.59 | 22.57 | 25.56 | 28.85 | 18.28 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 8.72 | 30.31 | 27.93 | 27.58 | 18.63 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 5.12 | 24.72 | 25.22 | - | - |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 4.71 | 23.69 | 22.03 | 27.3 | 18.4 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 2.6 | 22.24 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 2.47 | 27.2 | 24.37 | 28.78 | 18.35 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 2.44 | 24.51 | 21.6 | 26.12 | 15.78 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 1.91 | 18.66 | 19.74 | 26.31 | - |
| PGIM India Midcap Fund - Regular Plan - Growth Option | 05-12-2013 | 1.41 | 16.41 | 13.97 | 24.08 | 15.93 |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 1.07 | 23.46 | 24.53 | 28.91 | 18.24 |
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%
