
HDFC Mid Cap Fund(G)-Direct Plan
+19.05%
5Y annualised
+19.05%
5Y annualised
-1.74% 1D
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Buy, Hold or Sell?
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NAV : 15 Sep 2026
₹226.59
Min. SIP amount
₹100
Fund size (AUM)
108324 Cr
Expense ratio
0.71%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 15 Sep 2026
₹226.59
Min. SIP amount
₹100
Fund size (AUM)
108324 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
Stock Allocation
Fund Composition
Large Cap
8.17%
Mid Cap
65.87%
Small Cap
18.89%
Others
7.07%
Sector Allocation
Bank
15.89%
Healthcare
15.24%
Automobile & Ancillaries
14.85%
It
8.34%
Finance
7.65%
Cash & Cash Equivalents And Net Assets
7.07%
Fmcg
4.87%
Domestic Equities
3.41%
Others
21.76%
Minimum investments
Returns vs rankings
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
Chirag Setalvad
Present
Similar/Peer Fund Comparison
HSBC Midcap Fund(G)-Direct Plan
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Tata Mid Cap Fund(G)-Direct Plan
FAQs
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