HDFC Mid Cap IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

HDFC Mid Cap IDCW Payout Direct Plan

NAV
₹84.3620
+0.58%
(16 Jan)
AUM
92,642 Cr
TER
0.71%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+12.8%
+12.8%
+12.5%
+12.0%
+12.0%
+7.0%
3Y
+27.3%
+27.3%
+26.2%
+27.4%
+27.4%
+22.1%
5Y
NA
NA
+25.4%
+23.3%
+23.3%
+20.5%
ALL
+24.5%
+24.3%
+20.7%
+20.4%
+20.4%
+15.9%
VOL
14.4%
14.4%
17.1%
17.5%
17.5%
-
TER
0.5%
0.5%
0.7%
0.5%
0.5%
-
AUM
₹4,448 Cr
₹4,448 Cr
₹92,642 Cr
₹10,296 Cr
₹10,296 Cr
-
INFO
1.70
1.68
1.21
1.16
1.16
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HDFC Mid Cap IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Treps - Tri-Party Repo
6.4%
Max Financial Services Ltd
4.8%
AU Small Finance Bank Ltd
4.1%
The Federal Bank Ltd
3.6%
Indian Bank
3.5%
Balkrishna Industries Ltd
3.3%
Coforge Ltd
3.2%
Ipca Laboratories Ltd
2.8%
Fortis Healthcare Ltd
2.8%
Hindustan Petroleum Corp Ltd
2.8%
Top industry exposure
Financial Services
27.3%
Consumer Cyclical
16.7%
Healthcare
12.3%
Technology
10.5%
Industrials
9.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
13%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Fund manager(s)
Chirag Setalvad
Dhruv Muchhal

FAQs