HDFC Mid Cap Fund - Growth Plan

(Erstwhile HDFC Mid-Cap Opportunities Fund - Growth Plan)

Category: Equity: Mid Cap
Launch Date: 25-06-2007
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.37% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 83,847.38 Cr As on (31-07-2025)
Turn over: 21.34
NAV as on 14-08-2025

191.171

-0 (-0.0021%)

CAGR Since Inception

17.65%

NIFTY Midcap 150 TRI 17.48%

PERFORMANCE of HDFC Mid Cap Fund - Growth Plan
Scheme Performance (%) Data as on - 14-08-2025
1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Mid Cap Fund - Growth Plan 5.08 25.69 29.6 17.04 17.65
NIFTY MIDCAP 150 TRI 1.06 22.48 28.6 17.5 17.48
Equity: Mid Cap 1.38 20.58 25.99 15.23 18.53
Yearly Performance (%)
NAV Movement
Fund Managers

FM 1 - Mr.Chirag Setalvad, FM 2 - Mr. Dhruv Muchhal

Investment Objective

To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.

RETURNS CALCULATOR for HDFC Mid Cap Fund - Growth Plan
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Key Performance and Risk Statistics of HDFC Mid Cap Fund - Growth Plan
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Mid Cap Fund - Growth Plan 12.9 1.45 4.53 0.85 - -
Equity: Mid Cap - - - - - -
PEER COMPARISION
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Mid Cap Fund - Growth Plan 25-06-2007 5.08 23.84 25.69 29.6 17.04
Invesco India Midcap Fund - Growth Option 19-04-2007 15.2 31.83 27.59 28.68 17.41
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 8.26 25.58 0.0 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 5.93 28.4 24.26 29.58 17.14
PGIM India Midcap Fund - Regular Plan - Growth Option 05-12-2013 5.24 17.21 13.64 25.42 14.64
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 5.22 23.94 21.37 28.09 17.3
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 4.57 25.57 24.63 29.23 16.99
ICICI Prudential MidCap Fund - Growth 10-10-2004 4.41 26.05 21.49 26.67 14.59
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 3.93 25.78 22.89 26.99 14.23
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 3.93 30.79 28.0 33.9 16.94
PORTFOLIO ANALYSIS of HDFC Mid Cap Fund - Growth Plan

Portfolio as on