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
₹81.0850
+0.41%
(20 Aug)
AUM
83,847 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
+15.4%
+15.4%
+5.5%
+3.8%
+3.8%
+1.3%
3Y
+29.1%
+29.1%
+26.4%
+28.6%
+28.6%
+21.9%
5Y
+30.0%
+30.0%
+30.3%
+34.2%
+34.2%
+26.4%
ALL
+21.3%
+21.3%
+21.0%
+23.1%
+23.1%
+16.9%
VOL
17.7%
17.7%
17.3%
19.5%
19.5%
-
TER
0.6%
0.6%
0.8%
0.7%
0.7%
-
AUM
₹7,802 Cr
₹7,802 Cr
₹83,847 Cr
₹33,609 Cr
₹33,609 Cr
-
INFO
1.20
1.20
1.21
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 31st Jul
Top holdings
Treps - Tri-Party Repo
7.2%
Max Financial Services Ltd
4.6%
Balkrishna Industries Ltd
3.8%
Coforge Ltd
3.2%
The Federal Bank Ltd
3.1%
Glenmark Pharmaceuticals Ltd
3.1%
Ipca Laboratories Ltd
3.1%
AU Small Finance Bank Ltd
3.1%
Hindustan Petroleum Corp Ltd
2.8%
Indian Bank
2.7%
Top industry exposure
Financial Services
24.1%
Consumer Cyclical
18.3%
Healthcare
12.0%
Industrials
10.3%
Technology
10.2%
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
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