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HDFC Mid Cap Gr

HDFC Mid Cap Gr

Diversified
Equity
India Growth
Mid Cap
Others
Aggressive growthInvestor Profile
Investor Profile
1–7 yearsInvestment Horizon
HNI, UHNI, Retail Investor, Mass AffluentTarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit
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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

Fund Performance

0.1% AnnuallyAlpha
+15.1% vs +9.6% benchmarkSince Inception
+15.8% vs +5.5% benchmark3Y Annualized
+17.7% vs +5.5% benchmark5Y Annualized
HDFC Mid Cap Gr
Benchmark Index
Fund Performance

Benchmark Performance Comparison

Hdfc Mid-Cap Opportunities Fund
NIFTY 50
Risk Profile

Risk Profile

Standard Deviation16.2%
Maximum Drawdown-16.4% | Oct 2024
Sharpe Ratio0.49
Beta0.82
Upside Capture90%

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Technology9.88%
Financial Services29.44%
Services18.72%
Energy & Infra2.6%
Capital Goods16.08%
Utilities0.76%
Consumers22.52%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Treps - Tri-Party RepoUtilities6.91%
The Federal Bank LtdFinancial Services4.21%
AU Small Finance Bank LtdFinancial Services3.98%
Max Financial Services LtdFinancial Services3.79%
Ipca Laboratories LtdServices3.30%
Glenmark Pharmaceuticals LtdServices3.07%
Indian BankFinancial Services3.06%
Balkrishna Industries LtdConsumers3.02%
Coforge LtdTechnology2.86%
Fortis Healthcare LtdServices2.69%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

DM

Dhruv Muchhal

Mr. Dhruv Muchhal has experience of 14 years. Manages 328 funds at HDFC Asset Management Co Ltd with an AUM of approximately ₹4,43,585 Cr Holds a B.Com degree.

Team

40 years

Combined Team Experience

AUM

₹ 5,37,654 Cr

Assets Under Management

CS
Chirag Setalvad
Co-Portfolio Manager

Mr. Chirag Setalvad has experience of 27 years. Manages 26 funds at HDFC Asset Management Co Ltd with an AUM of approximately ₹94,069 Cr Holds a B.Sc degree.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)1.31%
Exit Load1

iconRegulatory & Tax Information

INF179K01CR2
verified
ISIN
DailyDealing Frequency
Nifty Midcap 150 TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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