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

HDFC Mid Cap IDCW Reinvest Direct Plan

NAV
₹80.5320
+0.42%
(26 Feb)
AUM
92,187 Cr
TER
0.74%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+23.3%
+22.6%
+22.6%
+21.6%
+21.6%
+18.6%
3Y
+27.7%
+28.7%
+28.7%
+28.1%
+28.1%
+23.3%
5Y
+23.6%
+22.1%
+22.1%
+23.1%
+23.1%
+18.9%
ALL
+20.6%
+20.2%
+20.2%
+21.5%
+21.5%
+15.8%
VOL
17.2%
17.5%
17.5%
17.3%
17.3%
-
TER
0.7%
0.5%
0.5%
0.4%
0.4%
-
AUM
₹92,187 Cr
₹10,058 Cr
₹10,058 Cr
₹13,802 Cr
₹13,802 Cr
-
INFO
1.20
1.15
1.15
1.25
1.25
-
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 Jan
Top holdings
Treps - Tri-Party Repo
6.1%
Max Financial Services Ltd
4.5%
AU Small Finance Bank Ltd
4.2%
The Federal Bank Ltd
4.0%
Indian Bank
3.6%
Balkrishna Industries Ltd
3.3%
Ipca Laboratories Ltd
2.9%
Coforge Ltd
2.8%
Glenmark Pharmaceuticals Ltd
2.8%
Fortis Healthcare Ltd
2.6%
Top industry exposure
Financial Services
28.2%
Consumer Cyclical
16.1%
Healthcare
12.8%
Technology
9.7%
Industrials
9.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
9%
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