HDFC Mid Cap IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

HDFC Mid Cap IDCW Reinvest Direct Plan

NAV
₹81.0460
+0.17%
(30 Jul)
AUM
84,061 Cr
TER
0.75%
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
+13.7%
+13.7%
+3.6%
+2.8%
+2.8%
-0.2%
3Y
+30.4%
+30.4%
+28.8%
+30.2%
+30.2%
+23.1%
5Y
+31.2%
+31.2%
+32.5%
+35.5%
+35.5%
+28.1%
ALL
+21.3%
+21.3%
+21.2%
+23.1%
+23.1%
+17.3%
VOL
17.7%
17.7%
17.4%
19.5%
19.5%
-
TER
0.6%
0.6%
0.8%
0.7%
0.7%
-
AUM
₹7,406 Cr
₹7,406 Cr
₹84,061 Cr
₹33,053 Cr
₹33,053 Cr
-
INFO
1.20
1.20
1.22
1.19
1.19
-
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 Jun
Top holdings
Treps - Tri-Party Repo
7.1%
Max Financial Services Ltd
5.0%
Coforge Ltd
3.4%
The Federal Bank Ltd
3.2%
AU Small Finance Bank Ltd
3.0%
Hindustan Petroleum Corp Ltd
2.9%
Indian Bank
2.8%
Ipca Laboratories Ltd
2.8%
Balkrishna Industries Ltd
2.8%
Fortis Healthcare Ltd
2.4%
Top industry exposure
Financial Services
25.6%
Consumer Cyclical
17.4%
Technology
11.1%
Healthcare
10.4%
Industrials
9.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
17%
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