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

HDFC Mid Cap IDCW Reinvest Direct Plan

NAV
₹83.6600
-0.02%
(13 Jan)
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
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.4%
+10.1%
+9.6%
+9.6%
+8.9%
+8.9%
3Y
+25.7%
+21.9%
+27.2%
+27.2%
+27.6%
+27.6%
5Y
+25.0%
+20.2%
NA
NA
+23.4%
+23.4%
ALL
+20.7%
+15.9%
+24.4%
+24.1%
+20.4%
+20.4%
VOL
17.1%
-
14.5%
14.5%
17.6%
17.6%
TER
0.7%
-
0.5%
0.5%
0.5%
0.5%
AUM
₹92,169 Cr
-
₹4,448 Cr
₹4,448 Cr
₹10,296 Cr
₹10,296 Cr
INFO
1.21
-
1.69
1.67
1.16
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 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