Fund Overview of HDFC Mid Cap Fund Regular-Growth
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₹101,856.1 CrAUM
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₹203.75NAV
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1.31%Expense Ratio
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EquityFund Category
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.
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% |
Asset Allocation of HDFC Mid Cap Fund Regular-Growth
equities
92.93%other assets or cash equivalents
7.07%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%. Fund Manager Manager Education Fund Manager Manager EducationAbout HDFC Mid Cap Fund Regular-Growth
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.
Key Metrics of HDFC Mid Cap Fund Regular-Growth
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Standard Deviation16.08%
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Mean15.17%
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Sharpe Ratio0.60%
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Alpha2.13%
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Beta0.85%
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Sortino Ratio0.74%
HDFC Mid Cap Fund Regular-Growth Fund Details
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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
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-Growth |
₹40,208 | 3.45% | 1.07% | 0.22% | 18.74% | 19.27% |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹40,208 | 3.45% | 1.07% | 0.22% | 18.74% | 19.27% |
| Invesco India Mid Cap Fund Direct-Growth |
₹15,780 | 4.08% | -2.02% | 6.93% | 23.72% | 18.50% |
| Invesco India Mid Cap Fund Direct-IDCW |
₹15,780 | 4.08% | -2.02% | 6.93% | 23.72% | 18.50% |
| Motilal Oswal Midcap Fund Regular-Growth |
₹40,208 | 3.39% | 0.89% | -0.55% | 17.64% | 18.07% |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹40,208 | 3.39% | 0.89% | -0.55% | 17.64% | 18.07% |
| HSBC Midcap Fund Direct-Growth |
₹16,800 | 0.93% | -1.37% | 15.34% | 22.39% | 17.88% |
| HSBC Midcap Fund Direct-IDCW |
₹16,800 | 0.93% | -1.37% | 15.34% | 22.39% | 17.88% |
| HDFC Mid Cap Fund Direct-Growth |
₹101,856 | 2.56% | -4.17% | 1.18% | 16.64% | 17.85% |
| HDFC Mid Cap Fund Direct-IDCW |
₹101,856 | 2.56% | -4.17% | 1.18% | 16.64% | 17.85% |
More funds from HDFC Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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HDFC Mid Cap Fund Direct-Growth
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₹101,856 | 2.56% | -4.17% | 3.38% | 1.18% | 16.64% |
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HDFC Mid Cap Fund Direct-IDCW
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₹101,856 | 2.56% | -4.17% | 3.38% | 1.18% | 16.64% |
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HDFC Mid Cap Fund Regular-IDCW
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₹101,856 | 2.51% | -4.30% | 3.09% | 0.58% | 15.91% |
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HDFC Nifty Midcap 150 Index Fund Direct-Growth
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₹699 | 2.50% | -4.70% | 0.73% | 0.94% | 14.67% |
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HDFC Nifty Midcap 150 Index Fund Regular-Growth
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₹699 | 2.45% | -4.81% | 0.48% | 0.46% | 14.06% |
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HDFC Nifty Midcap 150 ETF-Growth
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₹157 | 2.51% | -4.68% | 0.77% | 1.11% | 14.96% |
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 |
₹101,856 | ₹226.14 | 16.64% | 17.85% | 17.26% |
| HDFC Mid Cap Fund Regular-Growth |
₹101,856 | ₹203.75 | 15.91% | 17.08% | 16.38% |
| HDFC Mid Cap Fund Direct-IDCW |
₹101,856 | ₹80.30 | 16.64% | 17.85% | 17.26% |
| HDFC Mid Cap Fund Regular-IDCW |
₹101,856 | ₹51.12 | 15.91% | 17.08% | 16.38% |
| Kotak Mid Cap Fund Direct-Growth |
₹66,613 | ₹163.96 | 16.60% | 15.37% | 17.43% |
| Kotak Mid Cap Fund Regular-Growth |
₹66,613 | ₹139.82 | 15.40% | 14.10% | 16.05% |
| Kotak Mid Cap Fund Regular-IDCW |
₹66,613 | ₹76.79 | 15.40% | 14.10% | 16.05% |
| Kotak Mid Cap Fund Direct-IDCW |
₹66,613 | ₹97.68 | 16.60% | 15.37% | 17.43% |
| Nippon India Growth Mid Cap Fund Direct-Growth |
₹50,176 | ₹4,855.78 | 17.60% | 16.64% | 18.10% |
| Nippon India Growth Mid Cap Fund-Growth |
₹50,176 | ₹4,387.95 | 16.67% | 15.72% | 17.22% |
HDFC Mid Cap Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 8.37% | ₹8,521.59 Cr |
| Repo | Unspecified | 8.37% | ₹8,521.59 Cr |
| Repo | Unspecified | 8.37% | ₹8,521.59 Cr |
| Repo | Unspecified | 8.11% | ₹8,181.00 Cr |
| Repo | Unspecified | 8.11% | ₹8,181.00 Cr |
| Repo | Unspecified | 8.11% | ₹8,181.00 Cr |
| Repo | Unspecified | 8.11% | ₹8,181.00 Cr |
| Repo | Unspecified | 6.91% | ₹7,484.03 Cr |
| Repo | Unspecified | 6.91% | ₹7,484.03 Cr |
| Repo | Unspecified | 6.91% | ₹7,484.03 Cr |
| Repo | Unspecified | 6.91% | ₹7,484.03 Cr |
| Repo | Unspecified | 6.91% | ₹7,484.03 Cr |
| Repo | Unspecified | 6.91% | ₹7,484.03 Cr |
| Repo | Unspecified | 7.68% | ₹7,479.09 Cr |
| Repo | Unspecified | 7.70% | ₹6,576.16 Cr |
| Repo | Unspecified | 6.61% | ₹6,265.65 Cr |
| Repo | Unspecified | 6.60% | ₹6,114.18 Cr |
| Repo | Unspecified | 7.20% | ₹6,036.02 Cr |
| Repo | Unspecified | 6.38% | ₹5,879.18 Cr |
| Repo | Unspecified | 6.23% | ₹5,872.96 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-Growth |
₹119.01 | 18.74% | 19.27% | - |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹48.54 | 18.74% | 19.27% | - |
| Invesco India Mid Cap Fund Direct-Growth |
₹238.94 | 23.72% | 18.50% | - |
| Invesco India Mid Cap Fund Direct-IDCW |
₹83.42 | 23.72% | 18.50% | - |
| Motilal Oswal Midcap Fund Regular-Growth |
₹102.85 | 17.64% | 18.07% | - |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹46.48 | 17.64% | 18.07% | - |
| HSBC Midcap Fund Direct-Growth |
₹524.81 | 22.39% | 17.88% | - |
| HSBC Midcap Fund Direct-IDCW |
₹92.60 | 22.39% | 17.88% | - |
| HDFC Mid Cap Fund Direct-Growth |
₹226.14 | 16.64% | 17.85% | - |
| HDFC Mid Cap Fund Direct-IDCW |
₹80.30 | 16.64% | 17.85% | - |
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




