HDFC Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
32.27%
3Y annualised
-0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 07 Jul 2025₹217.42
Min. SIP amount₹100
Rating5
Fund size₹79,717.67Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (77)

NameSectorInstrumentAssets
FinancialEquity4.81%
FinancialEquity3.24%
TechnologyEquity3.22%
AutomobileEquity2.94%
HealthcareEquity2.91%
EnergyEquity2.86%
FinancialEquity2.85%
FinancialEquity2.56%
AutomobileEquity2.47%
ServicesEquity2.38%
TechnologyEquity2.36%
CommunicationEquity2.33%
HealthcareEquity2.26%
Consumer StaplesEquity1.98%
HealthcareEquity1.92%
Metals & MiningEquity1.82%
FinancialEquity1.80%
FinancialEquity1.78%
ChemicalsEquity1.77%
HealthcareEquity1.60%
ServicesEquity1.57%
Metals & MiningEquity1.55%
TechnologyEquity1.47%
Capital GoodsEquity1.39%
ServicesEquity1.37%
EnergyEquity1.31%
Consumer DiscretionaryEquity1.27%
Capital GoodsEquity1.24%
InsuranceEquity1.23%
ServicesEquity1.20%
ServicesEquity1.15%
TechnologyEquity1.15%
HealthcareEquity1.11%
ConstructionEquity1.10%
AutomobileEquity1.09%
ServicesEquity1.07%
AutomobileEquity0.97%
FinancialEquity0.95%
Capital GoodsEquity0.95%
Capital GoodsEquity0.94%
Capital GoodsEquity0.93%
FinancialEquity0.92%
FinancialEquity0.92%
ChemicalsEquity0.86%
AutomobileEquity0.83%
Capital GoodsEquity0.79%
ChemicalsEquity0.76%
Consumer StaplesEquity0.72%
FinancialEquity0.64%
ChemicalsEquity0.62%
ConstructionEquity0.61%
AutomobileEquity0.60%
Consumer DiscretionaryEquity0.57%
ConstructionEquity0.55%
AutomobileEquity0.54%
Consumer StaplesEquity0.54%
FinancialEquity0.53%
Consumer StaplesEquity0.53%
Consumer StaplesEquity0.50%
ChemicalsEquity0.47%
TextilesEquity0.45%
Consumer StaplesEquity0.44%
FinancialEquity0.40%
TextilesEquity0.37%
TechnologyEquity0.36%
Consumer StaplesEquity0.35%
FinancialEquity0.34%
CommunicationEquity0.31%
InsuranceEquity0.29%
Consumer StaplesEquity0.28%
Consumer StaplesEquity0.22%
ChemicalsEquity0.22%
Consumer StaplesEquity0.17%
Consumer StaplesEquity0.08%
FinancialRights0.06%
ServicesEquity0.04%
Consumer StaplesEquity0.03%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.9%32.3%33.0%21.6%
Category average1.8%25.8%28.6%NA
Rank with in category435NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
7.8%34.2%30,401.09
5
7.9%32.3%79,717.67
5
8.9%31.8%10,027.89
4
6.4%30.6%36,836.07
4
7.2%29.5%12,344.49

Expense ratio, exit load and tax

Expense ratio: 0.75%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Chirag Setalvad
Jan 2013 - Present
View details

Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Experience
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Also manages these schemes

Dhruv Muchhal
Jun 2023 - Present
View details

Education
Mr. Dhruv has done B.Com, CA and CFA
Experience
Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
022 – 66316333
Launch Date
10 Dec 1999
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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