HDFC Mid Cap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
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%
Regulatory & Tax Information
INF179K01CT8
ISINDailyDealing Frequency
BSE Midcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)