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HDFC Mid Cap Fund(G)-Direct Plan

HDFC Mid Cap Fund(G)-Direct Plan

Equity•Direct Growth•High Risk

+16.49%

5Y annualised

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NAV : 23 Oct 2026

₹213.42

Min. SIP amount

₹100

Fund size (AUM)

101856 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
₹3,66,972

Stock Allocation

Stock nameSectorAllocation
Treps - Tri-Party RepoCash & Cash Equivalents And Net Assets8.37%
The Federal Bank Ltd.Bank3.98%
Au Small Finance Bank Ltd.Bank3.94%

Fund Composition

₹101856 Cr

Large Cap

8.28%

Mid Cap

64.34%

Small Cap

19.12%

Others

8.26%

Sector Allocation

₹101856 Cr

Healthcare

15.44%

Bank

15.39%

Automobile & Ancillaries

14.70%

Cash & Cash Equivalents And Net Assets

8.26%

It

7.44%

Finance

7.18%

Fmcg

5.23%

Domestic Equities

3.37%

Others

22.12%

Minimum investments

Min. for SIP₹100
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 Ultra Short Term Fund(G)-Direct Plan

+7.12%
H

HSBC Midcap Fund(G)-Direct Plan

+20.19%
W

WOC Mid Cap Fund(G)-Direct Plan

+19.16%
S

Samco Mid Cap Fund(G)-Direct Plan

+0.00%
T

The Wealth Company Mid Cap Fund(G)-Direct Plan

+0.00%
T

TRUSTMF Mid Cap Fund(G)-Direct Plan

+0.00%
B

Bandhan Mid Cap Fund(G)-Direct Plan

+15.66%
B

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

+14.21%

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 ₹213.42 (as of 23 Oct 2026).

HDFC Mid Cap Fund(G)-Direct Plan has delivered -3.17% in 1 year, 15.26% in 3 years, and 16.49% 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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