Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.71%
1 Month-11.01%
3 Months-10.47%
6 Months-6.13%
1 Year+3.90%
3 Years (CAGR)+21.81%
5 Years (CAGR)+19.38%
10 Years (CAGR)+17.36%
Since Inception (Jul 2007)+16.63%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-8.71%
3 Year SIP+8.46%
5 Year SIP+15.61%
Since Inception (Jul 2007)+18.40%
Fund Details
Fund HouseHDFC Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹94,257 Cr
Expense Ratio1.36%
Min SIP₹100
Min Lumpsum₹100
Launch Date05 Jul 2007
AMFI Code105758
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
HDFC Mid Cap Fund - Growth Plan seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
HDFC Mid Cap Fund - Growth Plan is a Mid Cap mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 18 years. It manages assets worth ₹94,257 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.36%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations