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HDFC Mid Cap Fund - Growth Plan

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

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Category: Equity: Mid Cap
Launch Date: 25-06-2007
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 0.0% 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 19-08-2025

194.185

0.88 (0.4506%)

CAGR Since Inception

17.74%

NIFTY Midcap 150 TRI 17.59%

PERFORMANCE of HDFC Mid Cap Fund - Growth Plan
Scheme Performance (%) Data as on - 19-08-2025
1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Mid Cap Fund - Growth Plan 5.01 26.11 29.27 17.07 17.74
NIFTY MIDCAP 150 TRI 1.11 23.14 28.53 17.62 17.59
Equity: Mid Cap 1.27 21.24 25.9 15.3 18.87
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)
Amount :
Period :
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End :
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 5.01 24.66 26.11 29.27 17.07
Invesco India Midcap Fund - Growth Option 19-04-2007 14.95 32.99 28.4 28.57 17.53
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 8.02 26.52 0.0 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 5.42 29.46 24.95 29.47 17.15
PGIM India Midcap Fund - Regular Plan - Growth Option 05-12-2013 5.24 18.48 14.39 25.28 14.73
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 5.2 24.65 21.89 27.84 17.35
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 4.94 26.95 25.52 29.19 17.09
ICICI Prudential MidCap Fund - Growth 10-10-2004 4.87 27.28 22.44 26.64 14.8
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 3.9 32.58 28.07 33.63 16.81
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 3.71 26.86 23.64 26.86 14.29
PORTFOLIO ANALYSIS of HDFC Mid Cap Fund - Growth Plan

Portfolio as on