HDFC Mid Cap Fund Growth

HDFC Mid Cap Fund Growth

+18.91%
3Y annualised
-0.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Aug '26
₹214.09
Min. for SIP
₹100
Fund size (AUM)
₹1,05,142.69 Cr
Expense ratio
1.30%
Rating
5

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹64,087
+6.81%
3 years₹1,80,000₹2,17,149
+20.64%
5 years₹3,00,000₹4,78,465
+59.49%
10 years₹6,00,000₹16,55,350
+175.89%

Holdings (81)

NameSectorInstrumentsAssets
RepoUnspecifiedRepo6.92%
The Federal Bank LtdFinancialEquity4.36%
AU Small Finance Bank LtdFinancialEquity3.96%
Max Financial Services LtdFinancialEquity3.72%
Balkrishna Industries LtdConsumer DiscretionaryEquity3.37%
Ipca Laboratories LtdHealthcareEquity3.01%
Indian BankFinancialEquity2.93%
Fortis Healthcare LtdHealthcareEquity2.91%
Glenmark Pharmaceuticals LtdHealthcareEquity2.85%
Coforge LtdTechnologyEquity2.56%
Marico LtdConsumer StaplesEquity2.51%
Mahindra & Mahindra Financial Services LtdFinancialEquity2.43%
Vishal Mega Mart Ltd.Consumer StaplesEquity2.30%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity2.26%
Cummins India LtdIndustrialsEquity2.19%
Aurobindo Pharma LtdHealthcareEquity2.01%
United Spirits LtdConsumer StaplesEquity1.98%
Tata Communications LtdTechnologyEquity1.86%
Persistent Systems LtdTechnologyEquity1.81%
Alkem Laboratories LtdHealthcareEquity1.73%
Apollo Tyres LtdConsumer DiscretionaryEquity1.71%
Mphasis LtdTechnologyEquity1.59%
Dabur India LtdConsumer StaplesEquity1.55%
Jindal Steel & Power LtdMaterialsEquity1.54%
PB Fintech LtdFinancialEquity1.49%
AIA Engineering LtdIndustrialsEquity1.48%
Union Bank of IndiaFinancialEquity1.47%
Delhivery LtdIndustrialsEquity1.45%
Gland Pharma LtdHealthcareEquity1.44%
Bharat Forge LtdConsumer DiscretionaryEquity1.35%
Karur Vysya Bank LtdFinancialEquity1.28%
Zomato LtdTechnologyEquity1.24%
Bosch LtdConsumer DiscretionaryEquity1.22%
Star Health & Allied Insurance Co. LtdFinancialEquity1.18%
Indusind Bank LtdFinancialEquity1.14%
Nippon Life India Asset Management LtdFinancialEquity1.10%
Coromandel International LtdMaterialsEquity1.09%
The Indian Hotels Company LtdConsumer DiscretionaryEquity0.99%
Escorts Kubota LtdIndustrialsEquity0.87%
Godrej Consumer Products LtdConsumer StaplesEquity0.84%
Redington LtdTechnologyEquity0.84%
ICICI Lombard General Insurance Company LtdFinancialEquity0.83%
HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/-TechnologyEquity0.80%
Indraprastha Gas LtdEnergy & UtilitiesEquity0.74%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity0.74%
Crompton Greaves Consumer Electricals LtdConsumer DiscretionaryEquity0.71%
Havells India LtdConsumer DiscretionaryEquity0.70%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity0.69%
Sundram Fasteners LtdIndustrialsEquity0.67%
City Union Bank LtdFinancialEquity0.65%
ACC LtdMaterialsEquity0.61%
SKF India (Industrial) LtdIndustrialsEquity0.61%
Timken India LtdIndustrialsEquity0.58%
Gujarat Fluorochemicals LtdMaterialsEquity0.58%
Supreme Industries LtdMaterialsEquity0.55%
Aster DM Healthcare LtdHealthcareEquity0.42%
KEC International LtdDiversifiedEquity0.40%
Arvind LtdConsumer DiscretionaryEquity0.40%
Oracle Financial Services Software LtdTechnologyEquity0.36%
Aarti Industries LtdMaterialsEquity0.36%
Vardhman Textiles LtdConsumer DiscretionaryEquity0.35%
Cholamandalam Financial Holdings LtdFinancialEquity0.33%
SKF India LtdIndustrialsEquity0.33%
Vesuvius India LtdIndustrialsEquity0.30%
Mahindra CIE Automotive LtdConsumer DiscretionaryEquity0.28%
Emami LtdConsumer StaplesEquity0.28%
Symphony LtdConsumer DiscretionaryEquity0.24%
Bharti Hexacom Ltd.TechnologyEquity0.21%
Colgate-Palmolive (India) LtdConsumer StaplesEquity0.21%
Petronet LNG LtdEnergy & UtilitiesEquity0.20%
Five-Star Business Finance LtdFinancialEquity0.20%
Billionbrains Garage Ventures Ltd.FinancialEquity0.19%
Navneet Education LtdConsumer DiscretionaryEquity0.18%
Greenlam Industries LtdMaterialsEquity0.15%
Greenply Industries LtdMaterialsEquity0.15%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.14%
KNR Constructions LtdIndustrialsEquity0.12%
Dhanuka Agritech LtdMaterialsEquity0.10%
Greenpanel Industries LtdMaterialsEquity0.08%
Jagran Prakashan LtdIndustrialsEquity0.03%
Net Current AssetsUnspecifiedNet Current Assets0.02%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+18.9%+20.4%+17.0%+17.3%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)1424--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+17.01%+22.40%6,792.14
Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
+10.82%+21.74%18,693.49
Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth
+11.48%+20.36%14,504.36
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+11.51%+20.18%50,750.81
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+11.43%+18.91%1,05,142.69
Compare

Fund management

CS
Chirag Setalvad
May 2007 - 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.

DM
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

About HDFC Mid Cap Fund Growth

HDFC Mid Cap Fund Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 10 Dec 1999. Chirag Setalvad is the Current Fund Manager of HDFC Mid Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹9,67,910 Cr and the Latest NAV as of 26 Aug 2026 is ₹214.09. The HDFC Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1% if redeemed within 1 year. ;

Investment Objective

The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Fund benchmarkNIFTY Midcap 150 Total Return Index

Fund house

Rank (total assets)#2 in India
Total AUM₹9,67,910.31 Cr
Date of Incorporation10 Dec 1999
Phone022 – 66316333
Launch Date10 Dec 1999
Address"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,