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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

85,358 Cr

Lock In Period

N/A

Expense Ratio

1.37

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 200.107 NAV as of Apr 21,2026 and returns since inception of 93.52%. Minimum investments start at SIP ₹100. The HDFC Mid Cap Fund - Growth AUM is ₹85,358 Cr, with a lock-in of N/A years, expense ratio of 1.37%, 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 7.14% returns, against a category average of -0.21% and a category best of 10.99%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.14-0.2110.99
6M-0.491.6426.07
1Y14.034.4047.78
3Y24.6211.68142.86

Portfolio Analysis

  • Equity: 92.35%
  • Debt: 7.65%
  • Others
As on: 2026-03-31
View allocation % by

1. Ipca Laboratories Ltd.3.38%
2. Glenmark Pharmaceuticals Ltd.3.20%
3. Aurobindo Pharma Ltd.2.04%
4. Alkem Laboratories Ltd.1.84%
5. Gland Pharma Ltd.1.26%

1. The Federal Bank Ltd.3.88%
2. Au Small Finance Bank Ltd.3.88%
3. Karur Vysya Bank Ltd.1.35%
4. Indusind Bank Ltd.0.81%
5. City Union Bank Ltd.0.72%

1. Coforge Limited2.04%
2. Persistent Systems Limited1.91%
3. MphasiS Limited.1.37%
4. Hexaware Technologies Ltd.0.74%
5. Oracle Financial Ser Software Ltd.0.27%
6. Billionbrains Garage Ventures Limited (Groww)0.18%

1. Balkrishna Industries Ltd.3.29%
2. Apollo Tyres Ltd.2.02%
3. Ceat Ltd.0.35%

1. Indian Bank3.65%
2. Union Bank of India1.86%

1. Max Financial Services Ltd.4.50%
2. Cholamandalam Financial Holdings Ltd.0.36%
3. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED0.02%

1. Fortis Healthcare Limited2.93%
2. Aster DM Healthcare Limited0.13%

1. Dabur India Ltd.1.48%
2. Godrej Consumer Products Ltd.0.83%
3. Emami Ltd.0.34%
4. Colgate-Palmolive ( I ) Ltd.0.17%

1. Vishal Mega Mart Limited2.71%

1. Marico Ltd.2.59%

1. Cummins India Ltd.2.37%

1. Mahindra & Mahindra Financial Services Ltd.2.08%
2. Five-Star Business Finance Limited0.16%

1. Hindustan Petroleum Corp. Ltd.2.18%

1. Tata Communications Limited1.76%
2. Bharti Hexacom Limited0.24%

1. Jindal Steel Limited.1.92%

1. Bosch Limited1.25%
2. Sundram Fasteners Ltd.0.63%

1. Bharat Forge Ltd.1.26%
2. Sona Blw Precision Forgings0.57%

1. Timken India Ltd.0.83%
2. SKF India (Industrial) Limited0.57%
3. SKF India Ltd.0.39%

1. Delhivery Limited1.54%

1. AIA Engineering Ltd.1.42%

1. Star Health and Allied Insurance Company Ltd1.10%
2. ICICI Lombard General Insurance Co0.26%

1. United Spirits Limited1.23%

1. PB Fintech Limited1.19%

1. Coromandel International Limited1.10%

1. Eternal Limited1.07%

1. Dixon Technologies (India) Ltd.0.58%
2. Symphony Ltd.0.30%
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 ₹85,358 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.37. 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 Name1Y3Y
This FundBaroda BNP Paribas Mid-Cap Fund Growth26.128384.2656
This FundHDFC Mid Cap Fund - Growth14.029693.5169
This FundInvesco India Midcap Fund Growth15.9744103.2543
This FundICICI Prudential MidCap Fund Growth27.6432103.4395

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 1.37. 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 : 7.14%
  • 6 Months : -0.49%
  • 1 Year : 14.03%
  • 3 Years : 24.62%
Returns of HDFC Mid Cap Fund - Growth are updated daily based on NAV of ₹ 200.107 as on Apr 21,2026. Since inception, the return has been 93.52%.

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 ₹85,358 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