HDFC Mid Cap Fund Growth

HDFC Mid Cap Fund Growth

+22.76%
3Y annualised
-0.21% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹197.32
Min. for SIP
₹100
Fund size (AUM)
₹94,744.72 Cr
Expense ratio
1.32%
Rating
5

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,467
+0.78%
3 years₹1,80,000₹2,11,361
+17.42%
5 years₹3,00,000₹4,64,116
+54.71%
10 years₹6,00,000₹15,90,478
+165.08%

Holdings (77)

NameSectorInstrumentsAssets
Max Financial Services Ltd.FinancialEquity4.37%
AU Small Finance Bank Ltd.FinancialEquity4.24%
The Federal Bank Ltd.FinancialEquity3.87%
Glenmark Pharmaceuticals Ltd.HealthcareEquity3.41%
Indian BankFinancialEquity3.31%
Balkrishna Industries Ltd.AutomobileEquity3.25%
Fortis Healthcare Ltd.HealthcareEquity3.16%
Vishal Mega Mart Ltd.ServicesEquity2.92%
Ipca Laboratories Ltd.HealthcareEquity2.92%
Cummins India Ltd.Capital GoodsEquity2.50%
Marico Ltd.Consumer StaplesEquity2.48%
Hindustan Petroleum Corporation Ltd.EnergyEquity2.20%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.05%
Coforge Ltd.TechnologyEquity1.97%
Aurobindo Pharma Ltd.HealthcareEquity1.96%
Jindal Steel Ltd.Metals & MiningEquity1.90%
Tata Communications Ltd.CommunicationEquity1.86%
Apollo Tyres Ltd.AutomobileEquity1.81%
Alkem Laboratories Ltd.HealthcareEquity1.80%
Union Bank of IndiaFinancialEquity1.70%
Persistent Systems Ltd.TechnologyEquity1.70%
Dabur India Ltd.Consumer StaplesEquity1.65%
Mphasis Ltd.TechnologyEquity1.62%
Delhivery Ltd.ServicesEquity1.55%
United Spirits Ltd.Consumer StaplesEquity1.53%
PB Fintech Ltd.ServicesEquity1.45%
Bosch Ltd.AutomobileEquity1.41%
AIA Engineering Ltd.Metals & MiningEquity1.39%
Bharat Forge Ltd.AutomobileEquity1.28%
Karur Vysya Bank Ltd.FinancialEquity1.23%
Gland Pharma Ltd.HealthcareEquity1.17%
Star Health and Allied Insurance Company Ltd.InsuranceEquity1.14%
Nippon Life India Asset Management Ltd.FinancialEquity1.06%
Indusind Bank Ltd.FinancialEquity1.04%
Eternal Ltd.ServicesEquity1.04%
Coromandel International Ltd.ChemicalsEquity1.03%
Escorts Kubota Ltd.AutomobileEquity0.98%
The Indian Hotels Company Ltd.ServicesEquity0.95%
Indraprastha Gas Ltd.EnergyEquity0.90%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.84%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity0.83%
Timken India Ltd.Capital GoodsEquity0.80%
City Union Bank Ltd.FinancialEquity0.73%
ACC Ltd.ConstructionEquity0.71%
Redington Ltd.ServicesEquity0.71%
Hexaware Technologies Ltd.TechnologyEquity0.70%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.65%
Sundram Fasteners Ltd.Capital GoodsEquity0.64%
Supreme Industries Ltd.ChemicalsEquity0.63%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.61%
SKF India (Industrial) Ltd.Capital GoodsEquity0.55%
KEC International Ltd.Capital GoodsEquity0.53%
Gujarat Fluorochemicals Ltd.ChemicalsEquity0.53%
SKF India Ltd.Capital GoodsEquity0.43%
Aarti Industries Ltd.ChemicalsEquity0.41%
Vesuvius India Ltd.ConstructionEquity0.40%
Vardhman Textiles Ltd.TextilesEquity0.40%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.37%
Oracle Financial Services Software Ltd.TechnologyEquity0.35%
Emami Ltd.Consumer StaplesEquity0.35%
Arvind Ltd.TextilesEquity0.34%
Symphony Ltd.Consumer DiscretionaryEquity0.33%
Ceat Ltd.AutomobileEquity0.29%
Aster DM Healthcare Ltd.HealthcareEquity0.27%
Navneet Education Ltd.Consumer StaplesEquity0.24%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity0.24%
Greenlam Industries Ltd.Consumer StaplesEquity0.23%
Billionbrains Garage Ventures Ltd.FinancialEquity0.23%
Bharti Hexacom Ltd.CommunicationEquity0.22%
Five-Star Business Finance Ltd.FinancialEquity0.20%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.18%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.17%
Greenply Industries Ltd.Consumer StaplesEquity0.15%
KNR Constructions Ltd.ConstructionEquity0.14%
Dhanuka Agritech Ltd.ChemicalsEquity0.12%
Greenpanel Industries Ltd.Consumer StaplesEquity0.10%
Jagran Prakashan Ltd.Consumer StaplesEquity0.04%
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+22.8%+21.2%+17.9%+17.1%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)1344--

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
+12.17%+25.27%5,293.04
Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
+7.95%+24.29%15,910.69
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+9.18%+24.27%45,820.33
Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth
+7.33%+23.08%13,378.01
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+6.55%+22.76%94,744.72
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 ₹9,37,048 Cr and the Latest NAV as of 15 May 2026 is ₹197.32. 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₹9,37,047.59 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,