HDFC Mid Cap Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

HDFC Mid Cap Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

105,143 Cr

Lock In Period

N/A

Expense Ratio

1.31

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.

Benchmark

Nifty Midcap 100 Total Return

HDFC Mid Cap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.92-1.036.37
6M5.201.2526.07
1Y9.383.3547.78
3Y19.5610.17142.86

Portfolio Analysis

  • Equity: 93.08%
  • Debt: 6.92%
  • Others
As on: 2026-07-31
View allocation % by

1. The Federal Bank Ltd.4.36%
2. Au Small Finance Bank Ltd.3.96%
3. Karur Vysya Bank Ltd.1.28%
4. Indusind Bank Ltd.1.14%
5. City Union Bank Ltd.0.65%

1. Ipca Laboratories Ltd.3.01%
2. Glenmark Pharmaceuticals Ltd.2.85%
3. Aurobindo Pharma Ltd.2.01%
4. Alkem Laboratories Ltd.1.73%
5. Gland Pharma Ltd.1.44%

1. Coforge Limited2.56%
2. Persistent Systems Limited1.81%
3. MphasiS Limited.1.59%
4. Hexaware Technologies Ltd.0.80%
5. Oracle Financial Ser Software Ltd.0.36%
6. Billionbrains Garage Ventures Limited (Groww)0.19%

1. Balkrishna Industries Ltd.3.37%
2. Apollo Tyres Ltd.1.71%

1. Indian Bank2.93%
2. Union Bank of India1.47%

1. Max Financial Services Ltd.3.72%
2. Cholamandalam Financial Holdings Ltd.0.33%

1. Fortis Healthcare Limited2.91%
2. Aster DM Quality Care Limited0.42%

1. Dabur India Ltd.1.55%
2. Godrej Consumer Products Ltd.0.84%
3. Emami Ltd.0.28%
4. Colgate-Palmolive ( I ) Ltd.0.21%

1. Mahindra & Mahindra Financial Services Ltd.2.43%
2. Five-Star Business Finance Limited0.20%

1. Marico Ltd.2.51%

1. Bharat Forge Ltd.1.35%
2. Sona Blw Precision Forgings0.74%
3. CIE Automotive India Ltd0.28%

1. Vishal Mega Mart Limited2.30%

1. Hindustan Petroleum Corp. Ltd.2.26%

1. Cummins India Ltd.2.19%

1. Tata Communications Limited1.86%
2. Bharti Hexacom Limited0.21%

1. Star Health and Allied Insurance Company Ltd1.18%
2. ICICI Lombard General Insurance Co0.83%

1. United Spirits Limited1.98%

1. Bosch Limited1.22%
2. Sundram Fasteners Ltd.0.67%

1. Havells India Ltd.0.70%
2. Dixon Technologies (India) Ltd.0.69%
3. Symphony Ltd.0.24%
4. LG Electronics India Limited0.14%

1. Jindal Steel Limited.1.54%

1. SKF India (Industrial) Limited0.61%
2. Timken India Ltd.0.58%
3. SKF India Ltd.0.33%

1. PB Fintech Limited1.49%

1. AIA Engineering Ltd.1.48%

1. Delhivery Limited1.45%

1. Eternal Limited1.24%

1. Nippon Life India Asset Management Limited1.10%

1. Coromandel International Limited1.09%
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About Fund HDFC Mid Cap Fund - Growth

HDFC Mid Cap Fund - Growth managed by HDFC Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹105,143 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.31. 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.

Fund Managers

Chirag Setalvad

Mr. Chirag is a Science Graduate and has done his MBA from University of North Carolina. He has over 13 years of experience, of which 10 years in Fund Management and Equity Research and 3 years in investment banking. Prior to this he was with New Vernon Advisory Services Ltd for 3 years and had worked in ING Barings N.V. from September 1996 till May 2000.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Bandhan Midcap Fund Growth12,403 CR2.11
Kotak Midcap Fund - Growth369,282 CR1.49
HDFC Mid Cap Fund - Growth5105,142 CR1.31
Invesco India Midcap Fund Growth314,721 CR1.87
HSBC Midcap Fund Growth415,578 CR2.29
Fund Name1Y3Y
This FundBandhan Midcap Fund Growth9.814866.1808
This FundKotak Midcap Fund - Growth7.542167.2897
This FundHDFC Mid Cap Fund - Growth9.411170.2445
This FundInvesco India Midcap Fund Growth8.749992.6378
This FundHSBC Midcap Fund Growth19.808694.568

HDFC Mid Cap Fund - Growth 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 1.31. 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 : 2.92%
  • 6 Months : 5.20%
  • 1 Year : 9.38%
  • 3 Years : 19.56%
Returns of HDFC Mid Cap Fund - Growth are updated daily based on NAV of ₹ 213.266 as on Aug 20,2026. Since inception, the return has been 70.89%.

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 ₹105,143 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.