HDFC Mid Cap Fund Growth

HDFC Mid Cap Fund Growth

+14.73%
3Y annualised
-0.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Oct '26
₹199.23
Min. for SIP
₹100
Fund size (AUM)
₹1,01,856.06 Cr
Expense ratio
1.31%
Rating
5

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,631
-0.61%
3 years₹1,80,000₹1,97,970
+9.98%
5 years₹3,00,000₹4,36,004
+45.33%
10 years₹6,00,000₹15,16,950
+152.83%

Holdings (81)

NameSectorInstrumentsAssets
RepoUnspecifiedRepo8.37%
The Federal Bank LtdFinancialEquity3.98%
AU Small Finance Bank LtdFinancialEquity3.94%
Max Financial Services LtdFinancialEquity3.52%
Ipca Laboratories LtdHealthcareEquity3.43%
Glenmark Pharmaceuticals LtdHealthcareEquity3.07%
Balkrishna Industries LtdConsumer DiscretionaryEquity2.98%
Indian BankFinancialEquity2.92%
Coforge LtdTechnologyEquity2.68%
Fortis Healthcare LtdHealthcareEquity2.40%
Marico LtdConsumer StaplesEquity2.37%
Vishal Mega Mart Ltd.Consumer StaplesEquity2.24%
Aurobindo Pharma LtdHealthcareEquity2.19%
Mahindra & Mahindra Financial Services LtdFinancialEquity2.11%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity2.09%
United Spirits LtdConsumer StaplesEquity1.90%
Cummins India LtdIndustrialsEquity1.82%
Tata Communications LtdTechnologyEquity1.81%
Persistent Systems LtdTechnologyEquity1.78%
Gland Pharma LtdHealthcareEquity1.73%
Alkem Laboratories LtdHealthcareEquity1.72%
Dabur India LtdConsumer StaplesEquity1.66%
Apollo Tyres LtdConsumer DiscretionaryEquity1.66%
Jindal Steel & Power LtdMaterialsEquity1.64%
Mphasis LtdTechnologyEquity1.55%
Union Bank of IndiaFinancialEquity1.51%
Bosch LtdConsumer DiscretionaryEquity1.44%
Zomato LtdTechnologyEquity1.35%
AIA Engineering LtdIndustrialsEquity1.29%
Delhivery LtdIndustrialsEquity1.27%
Karur Vysya Bank LtdFinancialEquity1.25%
Bharat Forge LtdConsumer DiscretionaryEquity1.22%
Coromandel International LtdMaterialsEquity1.19%
Redington LtdTechnologyEquity1.10%
Star Health & Allied Insurance Co. LtdFinancialEquity1.08%
PB Fintech LtdFinancialEquity1.07%
Indusind Bank LtdFinancialEquity1.04%
Nippon Life India Asset Management LtdFinancialEquity1.04%
The Indian Hotels Company LtdConsumer DiscretionaryEquity1.01%
Godrej Consumer Products LtdConsumer StaplesEquity0.98%
ICICI Lombard General Insurance Company LtdFinancialEquity0.95%
Aster DM Healthcare LtdHealthcareEquity0.90%
Havells India LtdConsumer DiscretionaryEquity0.84%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity0.82%
Sundram Fasteners LtdIndustrialsEquity0.81%
Escorts Kubota LtdIndustrialsEquity0.79%
HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/-TechnologyEquity0.78%
City Union Bank LtdFinancialEquity0.74%
Indraprastha Gas LtdEnergy & UtilitiesEquity0.73%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity0.66%
SKF India (Industrial) LtdIndustrialsEquity0.64%
Timken India LtdIndustrialsEquity0.60%
Gujarat Fluorochemicals LtdMaterialsEquity0.60%
Crompton Greaves Consumer Electricals LtdConsumer DiscretionaryEquity0.59%
Supreme Industries LtdMaterialsEquity0.56%
ACC LtdMaterialsEquity0.56%
Arvind LtdConsumer DiscretionaryEquity0.43%
Petronet LNG LtdEnergy & UtilitiesEquity0.36%
Oracle Financial Services Software LtdTechnologyEquity0.36%
Aarti Industries LtdMaterialsEquity0.36%
SKF India LtdIndustrialsEquity0.35%
Cholamandalam Financial Holdings LtdFinancialEquity0.31%
Vardhman Textiles LtdConsumer DiscretionaryEquity0.30%
Vesuvius India LtdIndustrialsEquity0.30%
KEC International LtdDiversifiedEquity0.30%
Mahindra CIE Automotive LtdConsumer DiscretionaryEquity0.27%
Symphony LtdConsumer DiscretionaryEquity0.21%
Five-Star Business Finance LtdFinancialEquity0.20%
Bharti Hexacom Ltd.TechnologyEquity0.19%
Colgate-Palmolive (India) LtdConsumer StaplesEquity0.18%
Billionbrains Garage Ventures Ltd.FinancialEquity0.18%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.17%
Navneet Education LtdConsumer DiscretionaryEquity0.16%
Greenply Industries LtdMaterialsEquity0.16%
Greenlam Industries LtdMaterialsEquity0.13%
Dhanuka Agritech LtdMaterialsEquity0.10%
Jagran Prakashan LtdIndustrialsEquity0.03%
Emami LtdConsumer StaplesEquity0.03%
Greenpanel Industries LtdMaterialsEquity0.02%
KNR Constructions LtdIndustrialsEquity0.01%
Net PayablesUnspecifiedNet Payables-0.08%
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+14.7%+15.7%+15.7%+16.8%
Category average (Equity Mid Cap)+13.3%+12.1%+14.5%+17.2%
Rank (Equity Mid Cap)1324--

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)
HSBC Midcap Fund Growth
HSBC Midcap Fund Growth
+10.56%+20.15%16,799.59
Invesco India Mid Cap Fund Growth
Invesco India Mid Cap Fund Growth
+0.61%+19.91%15,748.82
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+6.09%+18.31%8,399.70
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+1.79%+15.61%50,176.01
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+0.99%+14.73%1,01,856.06
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 ₹9,34,076 Cr and the Latest NAV as of 16 Oct 2026 is ₹199.23. 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₹9,34,075.66 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,