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

HDFC Mid Cap IDCW Reinvest Direct Plan

NAV
₹82.0700
+0.00%
(9 Jul)
AUM
79,718 Cr
TER
0.77%
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
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+16.0%
+16.0%
+8.4%
+7.7%
+7.7%
+3.3%
3Y
+32.6%
+32.6%
+32.3%
+33.6%
+33.6%
+26.3%
5Y
+31.7%
+31.7%
+33.2%
+36.5%
+36.5%
+29.1%
ALL
+21.4%
+21.4%
+21.4%
+23.4%
+23.4%
+17.7%
VOL
17.8%
17.8%
17.4%
19.5%
19.5%
-
TER
0.6%
0.6%
0.8%
0.7%
0.7%
-
AUM
₹6,641 Cr
₹6,641 Cr
₹79,718 Cr
₹33,053 Cr
₹33,053 Cr
-
INFO
1.20
1.20
1.23
1.20
1.20
-
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 Reinvest (DR)
₹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 31st May
Top holdings
Treps - Tri-Party Repo
8.3%
Max Financial Services Ltd
4.8%
The Federal Bank Ltd
3.2%
Coforge Ltd
3.2%
Balkrishna Industries Ltd
2.9%
Ipca Laboratories Ltd
2.9%
Hindustan Petroleum Corp Ltd
2.9%
Indian Bank
2.9%
AU Small Finance Bank Ltd
2.6%
Apollo Tyres Ltd
2.5%
Top industry exposure
Financial Services
24.9%
Consumer Cyclical
17.6%
Technology
10.7%
Industrials
10.0%
Healthcare
9.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
18%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Chirag Setalvad
Dhruv Muchhal

FAQs