HDFC Mid Cap Fund Direct Growth

HDFC Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
+26.91%
3Y annualised
+0.66% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Feb '26
₹226.05
Min. for SIP
₹100
Fund size
₹92,186.87 Cr
Expense ratio
0.75%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹64,580
+7.63%
3 years₹1,80,000₹2,34,667
+30.37%
5 years₹3,00,000₹5,14,282
+71.43%

Holdings (77)

NameSectorInstrumentsAssets
Max Financial Services Ltd.FinancialEquity4.51%
AU Small Finance Bank Ltd.FinancialEquity4.19%
The Federal Bank Ltd.FinancialEquity3.99%
Indian BankFinancialEquity3.64%
Balkrishna Industries Ltd.AutomobileEquity3.31%
Ipca Laboratories Ltd.HealthcareEquity2.87%
Coforge Ltd.TechnologyEquity2.80%
Glenmark Pharmaceuticals Ltd.HealthcareEquity2.77%
Fortis Healthcare Ltd.HealthcareEquity2.62%
Hindustan Petroleum Corporation Ltd.EnergyEquity2.57%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.52%
Marico Ltd.Consumer StaplesEquity2.38%
Vishal Mega Mart Ltd.ServicesEquity2.37%
Apollo Tyres Ltd.AutomobileEquity2.24%
Persistent Systems Ltd.TechnologyEquity2.19%
Cummins India Ltd.Capital GoodsEquity2.01%
Tata Communications Ltd.CommunicationEquity1.90%
Union Bank of IndiaFinancialEquity1.90%
Jindal Steel Ltd.Metals & MiningEquity1.81%
Aurobindo Pharma Ltd.HealthcareEquity1.75%
Dabur India Ltd.Consumer StaplesEquity1.69%
Alkem Laboratories Ltd.HealthcareEquity1.60%
Mphasis Ltd.TechnologyEquity1.51%
Bosch Ltd.AutomobileEquity1.47%
AIA Engineering Ltd.Metals & MiningEquity1.44%
Delhivery Ltd.ServicesEquity1.41%
Karur Vysya Bank Ltd.FinancialEquity1.30%
PB Fintech Ltd.ServicesEquity1.28%
United Spirits Ltd.Consumer StaplesEquity1.24%
Coromandel International Ltd.ChemicalsEquity1.22%
Gland Pharma Ltd.HealthcareEquity1.22%
Hexaware Technologies Ltd.TechnologyEquity1.12%
Eternal Ltd.ServicesEquity1.07%
Star Health and Allied Insurance Company Ltd.InsuranceEquity1.05%
Redington Ltd.ServicesEquity1.04%
The Indian Hotels Company Ltd.ServicesEquity1.03%
Bharat Forge Ltd.AutomobileEquity1.01%
Indraprastha Gas Ltd.EnergyEquity0.99%
Nippon Life India Asset Management Ltd.FinancialEquity0.95%
Indusind Bank Ltd.FinancialEquity0.90%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.90%
Escorts Kubota Ltd.AutomobileEquity0.88%
City Union Bank Ltd.FinancialEquity0.85%
ACC Ltd.ConstructionEquity0.84%
Sundram Fasteners Ltd.Capital GoodsEquity0.75%
Timken India Ltd.Capital GoodsEquity0.70%
SKF India (Industrial) Ltd.Capital GoodsEquity0.69%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity0.69%
KEC International Ltd.Capital GoodsEquity0.65%
Supreme Industries Ltd.ChemicalsEquity0.63%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.58%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.54%
Gujarat Fluorochemicals Ltd.ChemicalsEquity0.46%
SKF India Ltd.Capital GoodsEquity0.43%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.41%
Vesuvius India Ltd.ConstructionEquity0.40%
Emami Ltd.Consumer StaplesEquity0.39%
Symphony Ltd.Consumer DiscretionaryEquity0.37%
Ceat Ltd.AutomobileEquity0.37%
Vardhman Textiles Ltd.TextilesEquity0.34%
Greenlam Industries Ltd.Consumer StaplesEquity0.32%
Aarti Industries Ltd.ChemicalsEquity0.31%
Oracle Financial Services Software Ltd.TechnologyEquity0.29%
Arvind Ltd.TextilesEquity0.28%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity0.26%
Navneet Education Ltd.Consumer StaplesEquity0.24%
Bharti Hexacom Ltd.CommunicationEquity0.23%
Five-Star Business Finance Ltd.FinancialEquity0.19%
Billionbrains Garage Ventures Ltd.FinancialEquity0.19%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.18%
KNR Constructions Ltd.ConstructionEquity0.17%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.16%
Dhanuka Agritech Ltd.ChemicalsEquity0.13%
Greenpanel Industries Ltd.Consumer StaplesEquity0.13%
Greenply Industries Ltd.Consumer StaplesEquity0.13%
Jagran Prakashan Ltd.Consumer StaplesEquity0.05%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.04%
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+26.9%+23.8%+20.8%+20.8%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)625--

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 Direct Growth
WhiteOak Capital Mid Cap Fund Direct Growth
+22.61%+27.87%4,467.89
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Mid Cap Direct Plan Growth
+22.28%+27.48%13,801.71
Nippon India Growth Mid Cap Fund Direct Growth
Nippon India Growth Mid Cap Fund Direct Growth
+24.22%+27.46%41,727.36
HDFC Mid Cap Fund Direct Growth
HDFC Mid Cap Fund Direct Growth
+22.33%+26.91%92,186.87
Sundaram Mid Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
+22.83%+26.34%12,917.24
Compare

Fund management

CS
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.

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 Direct Growth

HDFC Mid Cap Fund Direct 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 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹9,37,232 Cr and the Latest NAV as of 17 Feb 2026 is ₹226.05. The HDFC Mid Cap Fund Direct 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₹9,37,232.21 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
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,