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

HDFC Mid Cap IDCW Reinvest Direct Plan

NAV
₹81.4910
-0.23%
(23 Sep)
AUM
83,105 Cr
TER
0.71%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+9.4%
+9.4%
+2.4%
+0.6%
+0.6%
-0.3%
3Y
+29.3%
+29.3%
+25.6%
+27.3%
+27.3%
+21.8%
5Y
+29.0%
+29.0%
+30.7%
+33.6%
+33.6%
+25.9%
ALL
+21.3%
+21.3%
+21.0%
+23.3%
+23.3%
+16.6%
VOL
17.7%
17.7%
17.3%
19.4%
19.4%
-
TER
0.6%
0.6%
0.7%
0.7%
0.7%
-
AUM
₹8,062 Cr
₹8,062 Cr
₹83,105 Cr
₹34,780 Cr
₹34,780 Cr
-
INFO
1.20
1.20
1.21
1.20
1.20
-
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 Aug
Top holdings
Treps - Tri-Party Repo
7.1%
Max Financial Services Ltd
4.9%
Balkrishna Industries Ltd
3.6%
Coforge Ltd
3.2%
AU Small Finance Bank Ltd
3.0%
Fortis Healthcare Ltd
3.0%
The Federal Bank Ltd
2.9%
Ipca Laboratories Ltd
2.9%
Indian Bank
2.9%
Glenmark Pharmaceuticals Ltd
2.9%
Top industry exposure
Financial Services
24.2%
Consumer Cyclical
18.4%
Healthcare
11.7%
Industrials
10.6%
Technology
10.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
16%
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