HDFC Mid Cap Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -4.30%
Fund NAV

Fund Overview of HDFC Mid Cap Fund Regular-Growth

  • ₹101,856.1 Cr
    AUM
  • ₹203.75
    NAV
  • 1.31%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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HDFC Mid Cap Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -4.30% NA 4.37%
6 Months 3.09% NA 15.67%
1 Year 0.58% 0.58% -0.50%
2 Years 9.62% 4.70% 23.18%
3 Years 55.73% 15.91% 22.72%
5 Years 120.02% 17.08% 26.92%
7 Years 288.42% 21.39% NA
10 Years 355.93% 16.38% 16.72%
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As on Thu Nov 05, 2026

Asset Allocation of HDFC Mid Cap Fund Regular-Growth

equities

92.93%

other assets or cash equivalents

7.07%
Large Cap: 11.34%
Mid Cap: 69.89%
Small Cap: 18.77%
Other: 0.00%
Top Holdings
Repo
8.37%
Repo
8.37%
Repo
8.37%
Repo
8.11%
Repo
8.11%
 
Top Sectors
Unspecified
147.41%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About HDFC Mid Cap Fund Regular-Growth

HDFC Mid Cap Fund Regular-Growth is one Equity mutual fund offered by HDFC Mutual Fund. Launched on 25 Jun 2007, the fund aims to generate long-term capital appreciation / income. investment predominantly in Mid-Cap companies. It manages assets worth ₹101,856.1 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.31%.
The portfolio allocation consists of 92.93% in equities, 7.07% in other assets or cash equivalents.Managed by Chirag Setalvad, it has delivered a return of 0.58% in the last year, a total return since inception of 16.83%.
Considering investment horizon investors may compare best sip to invest as part of their long-term financial strategy.

Read more
  • Dhruv Muchhal

    Fund Manager

  • Mr. Dhruv has done B.Com, CA and CFA

    Manager Education

  • Chirag Setalvad

    Fund Manager

  • Mr. Setalvad is a B. Sc and MBA from University of North Carolina.

    Manager Education

Key Metrics of HDFC Mid Cap Fund Regular-Growth

  • Standard Deviation
    16.08%
  • Mean
    15.17%
  • Sharpe Ratio
    0.60%
  • Alpha
    2.13%
  • Beta
    0.85%
  • Sortino Ratio
    0.74%

HDFC Mid Cap Fund Regular-Growth Fund Details

Fund Names HDFC Mid Cap Fund Regular-Growth
Inception Date 25 Jun 2007
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details

Compare Mutual Funds
HDFC Mid Cap Fund Regular-Growth Fund Returns Comparison

Compare HDFC Mid Cap Fund Regular-Growth with other mutual funds in the same category

HDFC Mid Cap Fund Regular-Growth

Motilal Oswal Midcap Fund Direct-Growth

Motilal Oswal Midcap Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal Midcap Fund Direct-Growth trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Motilal Oswal Midcap Fund Direct-IDCW trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Invesco India Mid Cap Fund Direct-Growth trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Invesco India Mid Cap Fund Direct-IDCW trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Motilal Oswal Midcap Fund Regular-Growth trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
Motilal Oswal Midcap Fund Regular-IDCW trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
HSBC Midcap Fund Direct-Growth trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HSBC Midcap Fund Direct-IDCW trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from HDFC Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
HDFC Mid Cap Fund Direct-Growth increase ₹101,856 2.56% -4.17% 3.38% 1.18% 16.64%
HDFC Mid Cap Fund Direct-IDCW increase ₹101,856 2.56% -4.17% 3.38% 1.18% 16.64%
HDFC Mid Cap Fund Regular-IDCW increase ₹101,856 2.51% -4.30% 3.09% 0.58% 15.91%
HDFC Nifty Midcap 150 Index Fund Direct-Growth increase ₹699 2.50% -4.70% 0.73% 0.94% 14.67%
HDFC Nifty Midcap 150 Index Fund Regular-Growth increase ₹699 2.45% -4.81% 0.48% 0.46% 14.06%
HDFC Nifty Midcap 150 ETF-Growth increase ₹157 2.51% -4.68% 0.77% 1.11% 14.96%
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increase growth is based on 1-month returns of the funds

HDFC Mid Cap Fund Regular-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 ₹226.14 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-Growth trend ₹101,856 ₹203.75 15.91% 17.08% 16.38%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 ₹80.30 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-IDCW trend ₹101,856 ₹51.12 15.91% 17.08% 16.38%
Kotak Mid Cap Fund Direct-Growth trend ₹66,613 ₹163.96 16.60% 15.37% 17.43%
Kotak Mid Cap Fund Regular-Growth trend ₹66,613 ₹139.82 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Regular-IDCW trend ₹66,613 ₹76.79 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Direct-IDCW trend ₹66,613 ₹97.68 16.60% 15.37% 17.43%
Nippon India Growth Mid Cap Fund Direct-Growth trend ₹50,176 ₹4,855.78 17.60% 16.64% 18.10%
Nippon India Growth Mid Cap Fund-Growth trend ₹50,176 ₹4,387.95 16.67% 15.72% 17.22%
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Top funds are based on Fund AUM

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HDFC Mid Cap Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified8.37%₹8,521.59 Cr
RepoUnspecified8.37%₹8,521.59 Cr
RepoUnspecified8.37%₹8,521.59 Cr
RepoUnspecified8.11%₹8,181.00 Cr
RepoUnspecified8.11%₹8,181.00 Cr
RepoUnspecified8.11%₹8,181.00 Cr
RepoUnspecified8.11%₹8,181.00 Cr
RepoUnspecified6.91%₹7,484.03 Cr
RepoUnspecified6.91%₹7,484.03 Cr
RepoUnspecified6.91%₹7,484.03 Cr
RepoUnspecified6.91%₹7,484.03 Cr
RepoUnspecified6.91%₹7,484.03 Cr
RepoUnspecified6.91%₹7,484.03 Cr
RepoUnspecified7.68%₹7,479.09 Cr
RepoUnspecified7.70%₹6,576.16 Cr
RepoUnspecified6.61%₹6,265.65 Cr
RepoUnspecified6.60%₹6,114.18 Cr
RepoUnspecified7.20%₹6,036.02 Cr
RepoUnspecified6.38%₹5,879.18 Cr
RepoUnspecified6.23%₹5,872.96 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal Midcap Fund Direct-Growth increase ₹119.01 18.74% 19.27% -
Motilal Oswal Midcap Fund Direct-IDCW increase ₹48.54 18.74% 19.27% -
Invesco India Mid Cap Fund Direct-Growth increase ₹238.94 23.72% 18.50% -
Invesco India Mid Cap Fund Direct-IDCW increase ₹83.42 23.72% 18.50% -
Motilal Oswal Midcap Fund Regular-Growth increase ₹102.85 17.64% 18.07% -
Motilal Oswal Midcap Fund Regular-IDCW increase ₹46.48 17.64% 18.07% -
HSBC Midcap Fund Direct-Growth increase ₹524.81 22.39% 17.88% -
HSBC Midcap Fund Direct-IDCW increase ₹92.60 22.39% 17.88% -
HDFC Mid Cap Fund Direct-Growth increase ₹226.14 16.64% 17.85% -
HDFC Mid Cap Fund Direct-IDCW increase ₹80.30 16.64% 17.85% -
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increase growth is based on 5Y returns of the funds

Frequently Asked Questions

HDFC Mid Cap Fund Regular-Growth

What is the current AUM of HDFC Mid Cap Fund Regular-Growth?

As of Wed Sep 30, 2026, HDFC Mid Cap Fund Regular-Growth manages assets worth ₹101,856.1 crore

How has HDFC Mid Cap Fund Regular-Growth performed recently?

  • 3 Months: -4.30%
  • 6 Months: 3.09%

What is the long-term performance of HDFC Mid Cap Fund Regular-Growth?

  • 3 Years CAGR: 15.91%
  • 5 Years CAGR: 17.08%
  • Since Inception: 16.83%

What is the portfolio composition of HDFC Mid Cap Fund Regular-Growth?

Equity: 92.93%, Others: 7.07%.

Who manages HDFC Mid Cap Fund Regular-Growth?

HDFC Mid Cap Fund Regular-Growth is managed by Chirag Setalvad from HDFC Mutual Fund.

What is the market-cap allocation of HDFC Mid Cap Fund Regular-Growth?

Large Cap: 11.34%, Mid Cap: 69.89%, Small Cap: 18.77%.

Which are the top companies HDFC Mid Cap Fund Regular-Growth has invested in?

  • Repo – 8.37% of the fund's portfolio
  • Repo – 8.37% of the fund's portfolio
  • Repo – 8.37% of the fund's portfolio
  • Repo – 8.11% of the fund's portfolio
  • Repo – 8.11% of the fund's portfolio

Which are the major sectors HDFC Mid Cap Fund Regular-Growth focuses on?

  • Unspecified – 147.41% of the fund's portfolio
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