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HDFC Mid Cap Fund(G)-Direct Plan

HDFC Mid Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+21.33%

5Y annualised

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NAV : 24 Aug 2026

₹237.12

Min. SIP amount

₹100

Fund size (AUM)

105142 Cr

Expense ratio

0.71%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty Mid Cap

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,92,466

Stock Allocation

Stock nameSectorAllocation
City Union Bank Ltd.Bank12.69%
Trent Ltd.Retailing9.20%
Eclerx Services Ltd.It7.30%

Fund Composition

105142 Cr

Large Cap

8.09%

Mid Cap

65.91%

Small Cap

19.07%

Others

6.93%

Sector Allocation

105142 Cr

Bank

25.02%

It

13.15%

Automobile & Ancillaries

11.28%

Retailing

10.14%

Healthcare

9.25%

Finance

5.68%

Cash & Cash Equivalents And Net Assets

4.59%

Fmcg

3.62%

Others

15.83%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 1Y, Nil after 1Y

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

CS

Chirag Setalvad

Present

Similar/Peer Fund Comparison

Fund name
H

HSBC Midcap Fund(G)-Direct Plan

+25.88%
W

WOC Mid Cap Fund(G)-Direct Plan

+24.34%
H

Helios Mid Cap Fund(G)-Direct Plan

+0.00%
M

Mahindra Manulife Mid Cap Fund(G)-Direct Plan

+21.08%
I

ITI Mid Cap Fund(G)-Direct Plan

+22.53%
B

Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan

+18.79%
M

Mirae Asset Midcap Fund(G)-Direct Plan

+17.90%
J

JM Midcap Fund(G)-Direct Plan

+20.96%

FAQs

HDFC Mid Cap Fund(G)-Direct Plan is a part of HDFC Asset Management Company Limited, it was incepted on 01 Jan 2013. This fund is managed by Chirag Setalvad. It is a Equity type of fund.

The current NAV of HDFC Mid Cap Fund(G)-Direct Plan is ₹237.12 (as of 24 Aug 2026).

HDFC Mid Cap Fund(G)-Direct Plan has delivered 10.72% in 1 year, 19.34% in 3 years, and 21.33% in 5 years (annualised).

The minimum SIP amount for HDFC Mid Cap Fund(G)-Direct Plan is ₹100.

The expense ratio of HDFC Mid Cap Fund(G)-Direct Plan is 0.71%.

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