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

HDFC Mid Cap IDCW Reinvest Direct Plan

NAV
₹84.0810
-0.33%
(26 Dec)
AUM
92,169 Cr
TER
0.71%
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
+7.9%
+7.9%
+7.2%
+7.2%
+7.2%
+3.1%
3Y
+29.4%
+29.4%
+26.8%
+29.9%
+29.9%
+22.9%
5Y
NA
NA
+26.5%
+25.7%
+25.7%
+22.2%
ALL
+25.6%
+25.4%
+20.8%
+20.8%
+20.8%
+16.5%
VOL
14.5%
14.5%
17.2%
17.6%
17.6%
-
TER
0.5%
0.5%
0.7%
0.5%
0.5%
-
AUM
₹4,346 Cr
₹4,346 Cr
₹92,169 Cr
₹10,006 Cr
₹10,006 Cr
-
INFO
1.77
1.75
1.21
1.18
1.18
-
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 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