HDFC Mid Cap Fund - Growth Return

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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)

97,350 Cr

Lock In Period

N/A

Expense Ratio

1.29

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

Summary

HDFC Mid Cap Fund - Growth NAV is ₹204.505 as of 23 Jun, 2026. HDFC Mid Cap Fund - Growth has delivered 74.02% returns since its launch. The minimum SIP investment amount in HDFC Mid Cap Fund - Growth is ₹100. The AUM of HDFC Mid Cap Fund - Growth is ₹97,350 Cr. The expense ratio of the fund is 1.29%, and its benchmark is Nifty Midcap 100 Total Return. The current exit load of the fund 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 last 1M months, HDFC Mid Cap Fund - Growth has delivered 3.46% returns.

HDFC Mid Cap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.461.136.90
6M1.272.3726.07
1Y6.775.1147.78
3Y20.2815.52142.86

Portfolio Analysis

  • Equity: 92.48%
  • Debt: 7.52%
  • Others
As on: 2026-05-31
View allocation % by

1. Glenmark Pharmaceuticals Ltd.3.13%
2. Ipca Laboratories Ltd.2.83%
3. Aurobindo Pharma Ltd.1.96%
4. Alkem Laboratories Ltd.1.79%
5. Gland Pharma Ltd.1.46%

1. Au Small Finance Bank Ltd.4.01%
2. The Federal Bank Ltd.3.79%
3. Karur Vysya Bank Ltd.1.18%
4. Indusind Bank Ltd.1.01%
5. City Union Bank Ltd.0.66%

1. Coforge Limited2.28%
2. Persistent Systems Limited1.79%
3. MphasiS Limited.1.57%
4. Hexaware Technologies Ltd.0.78%
5. Oracle Financial Ser Software Ltd.0.35%
6. Billionbrains Garage Ventures Limited (Groww)0.19%

1. Balkrishna Industries Ltd.3.25%
2. Apollo Tyres Ltd.1.70%

1. Max Financial Services Ltd.4.49%
2. Cholamandalam Financial Holdings Ltd.0.37%

1. Indian Bank3.15%
2. Union Bank of India1.55%

1. Fortis Healthcare Limited3.09%
2. Aster DM Healthcare Limited0.35%

1. Dabur India Ltd.1.68%
2. Godrej Consumer Products Ltd.0.84%
3. Emami Ltd.0.30%
4. Colgate-Palmolive ( I ) Ltd.0.17%

1. Vishal Mega Mart Limited2.83%

1. Cummins India Ltd.2.72%

1. Marico Ltd.2.55%

1. Tata Communications Limited2.25%
2. Bharti Hexacom Limited0.21%

1. Hindustan Petroleum Corp. Ltd.2.25%

1. Mahindra & Mahindra Financial Services Ltd.1.99%
2. Five-Star Business Finance Limited0.18%

1. Bosch Limited1.40%
2. Sundram Fasteners Ltd.0.64%

1. Bharat Forge Ltd.1.29%
2. Sona Blw Precision Forgings0.63%

1. Jindal Steel Limited.1.82%

1. Timken India Ltd.0.82%
2. SKF India (Industrial) Limited0.52%
3. SKF India Ltd.0.40%

1. PB Fintech Limited1.59%

1. AIA Engineering Ltd.1.54%

1. Delhivery Limited1.47%

1. United Spirits Limited1.42%

1. Star Health and Allied Insurance Company Ltd1.12%
2. ICICI Lombard General Insurance Co0.24%

1. Nippon Life India Asset Management Limited1.12%

1. Dixon Technologies (India) Ltd.0.61%
2. Symphony Ltd.0.27%
3. LG Electronics India Limited0.16%

1. Eternal Limited1.03%

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 ₹97,350 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.29. 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
Baroda BNP Paribas Mid Cap Fund Growth32460.72 CR2.01
Kotak Midcap Fund - Growth364749.42 CR1.38
HDFC Mid Cap Fund - Growth597350.48 CR1.29
Invesco India Midcap Fund Growth312396.75 CR1.71
HSBC Midcap Fund Growth414249.22 CR1.72
Fund Name1Y3Y
This FundBaroda BNP Paribas Mid Cap Fund Growth10.493571.1426
This FundKotak Midcap Fund - Growth8.755973.0449
This FundHDFC Mid Cap Fund - Growth6.768574.0222
This FundInvesco India Midcap Fund Growth10.381993.2154
This FundHSBC Midcap Fund Growth19.5978101.2041

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 1.29. 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 : 3.46%
  • 6 Months : 1.27%
  • 1 Year : 6.77%
  • 3 Years : 20.28%
Returns of HDFC Mid Cap Fund - Growth are updated daily based on NAV of ₹ 204.505 as on Jun 19,2026. Since inception, the return has been 74.02%.

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 ₹97,350 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.