HDFC Mid Cap Fund
Diversified
Equity
India Growth
Mid Cap
Others
Aggressive growth
Investor Profile1–7 yearsInvestment Horizon
HNI, UHNI, Retail Investor, Mass AffluentTarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit
Hdfc Mid-Cap Opportunities Fund Growth invests in mid-size Indian companies, balancing growth and risk.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
6.2% AnnuallyAlpha
+15.7% vs +10.0% benchmarkSince Inception
+16.7% vs +6.4% benchmark3Y Annualized
+18.8% vs +6.6% benchmark5Y Annualized
HDFC Mid Cap Fund
Benchmark Index
Benchmark Performance Comparison
Hdfc Mid-Cap Opportunities Fund
NIFTY 50
Risk Profile
Standard Deviation17.5%
Sharpe Ratio0.23
Beta0.87
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Treps - Tri-Party RepoUtilities8.35%
Max Financial Services LtdFinancial Services4.81%
The Federal Bank LtdFinancial Services3.24%
Coforge LtdTechnology3.22%
Balkrishna Industries LtdConsumers2.94%
Ipca Laboratories LtdServices2.91%
Hindustan Petroleum Corp LtdEnergy & Infra2.86%
Indian BankFinancial Services2.85%
AU Small Finance Bank LtdFinancial Services2.56%
Apollo Tyres LtdConsumers2.47%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.4%
Exit Load1
Regulatory & Tax Information
INF179K01CR2
ISINDailyDealing Frequency
BSE Midcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)