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
₹84.8000
+0.19%
(5 Dec)
AUM
89,383 Cr
TER
0.71%
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
+7.4%
+7.4%
+6.6%
+6.6%
+6.6%
+1.4%
3Y
+27.3%
+27.3%
+25.4%
+26.3%
+26.3%
+21.1%
5Y
+26.5%
+26.5%
+26.9%
NA
NA
+22.8%
ALL
+20.9%
+20.9%
+21.0%
+26.1%
+25.9%
+16.6%
VOL
17.6%
17.6%
17.2%
14.5%
14.5%
-
TER
0.5%
0.5%
0.7%
0.6%
0.6%
-
AUM
₹9,320 Cr
₹9,320 Cr
₹89,383 Cr
₹4,075 Cr
₹4,075 Cr
-
INFO
1.19
1.19
1.22
1.80
1.78
-
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 Oct
Top holdings
Treps - Tri-Party Repo
6.1%
Max Financial Services Ltd
4.5%
AU Small Finance Bank Ltd
3.7%
Indian Bank
3.5%
The Federal Bank Ltd
3.4%
Balkrishna Industries Ltd
3.4%
Fortis Healthcare Ltd
3.2%
Coforge Ltd
3.1%
Hindustan Petroleum Corp Ltd
3.0%
Glenmark Pharmaceuticals Ltd
2.7%
Top industry exposure
Financial Services
26.0%
Consumer Cyclical
17.4%
Healthcare
12.3%
Technology
10.2%
Industrials
9.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
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