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
₹75.5070
-0.91%
(11 Mar)
AUM
94,257 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
+20.2%
+20.2%
+19.2%
+19.2%
+17.3%
+13.6%
3Y
+26.7%
+26.7%
+26.8%
+26.8%
+24.5%
+20.8%
5Y
+20.6%
+20.6%
NA
NA
+21.5%
+17.1%
ALL
+19.8%
+19.8%
+21.8%
+21.6%
+20.0%
+15.1%
VOL
17.6%
17.6%
14.6%
14.6%
17.2%
-
TER
0.5%
0.5%
0.5%
0.5%
0.7%
-
AUM
₹10,058 Cr
₹10,058 Cr
₹4,468 Cr
₹4,468 Cr
₹94,257 Cr
-
INFO
1.13
1.13
1.50
1.48
1.16
-
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
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
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