Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

94,257 Cr

Lock In Period

N/A

Expense Ratio

1.36

Benchmark

Nifty Midcap 100 Total Return

Exit Load

In respect of each purchase / switchin of units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.

Summary

Latest details for HDFC Mid Cap Fund - Growth include a 185.948 NAV as of Mar 16,2026 and returns since inception of 86.10%. Minimum investments start at SIP ₹100. The HDFC Mid Cap Fund - Growth AUM is ₹94,257 Cr, with a lock-in of N/A years, expense ratio of 1.36%, and benchmark Nifty Midcap 100 Total Return. Exit load is - In respect of each purchase / switchin of units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -7.87% returns, against a category average of -1.83% and a category best of 3.59%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.87-1.833.59
6M-4.65-0.0226.07
1Y14.543.3047.78
3Y23.009.64142.86

Portfolio Analysis

  • Equity: 94.24%
  • Debt: 5.76%
  • Others
As on: 2026-02-28
View allocation % by

1. The Federal Bank Ltd.4.07%
2. Au Small Finance Bank Ltd.4.00%
3. Karur Vysya Bank Ltd.1.37%
4. Indusind Bank Ltd.0.94%
5. City Union Bank Ltd.0.78%

1. Ipca Laboratories Ltd.2.92%
2. Glenmark Pharmaceuticals Ltd.2.91%
3. Aurobindo Pharma Ltd.1.73%
4. Alkem Laboratories Ltd.1.69%
5. Gland Pharma Ltd.1.22%

1. Coforge Limited1.97%
2. Persistent Systems Limited1.68%
3. MphasiS Limited.1.30%
4. Hexaware Technologies Ltd.0.75%
5. Oracle Financial Ser Software Ltd.0.25%
6. Billionbrains Garage Ventures Limited (Groww)0.18%

1. Indian Bank3.87%
2. Union Bank of India2.08%

1. Balkrishna Industries Ltd.3.38%
2. Apollo Tyres Ltd.2.02%
3. Ceat Ltd.0.34%

1. Max Financial Services Ltd.4.96%
2. Cholamandalam Financial Holdings Ltd.0.39%

1. Dabur India Ltd.1.69%
2. Godrej Consumer Products Ltd.0.93%
3. Emami Ltd.0.36%
4. Colgate-Palmolive ( I ) Ltd.0.19%

1. Fortis Healthcare Limited3.09%
2. Aster DM Healthcare Limited0.04%

1. Vishal Mega Mart Limited2.67%

1. Mahindra & Mahindra Financial Services Ltd.2.46%
2. Five-Star Business Finance Limited0.17%

1. Hindustan Petroleum Corp. Ltd.2.58%

1. Marico Ltd.2.52%

1. Cummins India Ltd.2.34%

1. Tata Communications Limited1.89%
2. Bharti Hexacom Limited0.23%

1. Bosch Limited1.43%
2. Sundram Fasteners Ltd.0.67%

1. Jindal Steel Limited.1.94%

1. Timken India Ltd.0.81%
2. SKF India (Industrial) Limited0.64%
3. SKF India Ltd.0.43%

1. Bharat Forge Ltd.1.31%
2. Sona Blw Precision Forgings0.57%

1. Delhivery Limited1.45%

1. AIA Engineering Ltd.1.36%

1. Star Health and Allied Insurance Company Ltd1.02%
2. ICICI Lombard General Insurance Co0.27%

1. United Spirits Limited1.27%

1. Coromandel International Limited1.16%

1. PB Fintech Limited1.12%

1. Redington Ltd.1.06%

1. Dixon Technologies (India) Ltd.0.57%
2. Symphony Ltd.0.31%
3. LG Electronics India Limited0.17%

About Fund

HDFC Mid Cap Fund - Growth managed by HDFC Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹94,257 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.36. Under the expert guidance of Chirag Setalvad ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund Name1Y3Y
This FundBaroda BNP Paribas Mid-Cap Fund Growth26.128384.2656
This FundSundaram Mid Cap Fund Growth13.887384.6561
This FundHDFC Mid Cap Fund - Growth14.542986.1019
This FundInvesco India Midcap Fund Growth14.293790.6949
This FundNippon India Growth Mid Cap Fund Growth15.95391.3196

FAQs

HDFC Mid Cap Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HDFC Mid Cap Fund - Growth is 1.36. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HDFC Mid Cap Fund - Growth’s fund performance is as follows:
  • 1 Month : -7.87%
  • 6 Months : -4.65%
  • 1 Year : 14.54%
  • 3 Years : 23.00%
Returns of HDFC Mid Cap Fund - Growth are updated daily based on NAV of ₹ 185.948 as on Mar 16,2026. Since inception, the return has been 86.10%.

You can invest in HDFC Mid Cap Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HDFC Mid Cap Fund - Growth is ₹94,257 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HDFC Mid Cap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500