HDFC Mid Cap IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

HDFC Mid Cap IDCW Reinvest Direct Plan

NAV
₹84.2970
+0.82%
(3 Nov)
AUM
84,855 Cr
TER
0.72%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.5%
+14.5%
+10.9%
+10.9%
+8.3%
+5.0%
3Y
+28.6%
+28.6%
+27.1%
+27.1%
+26.8%
+22.1%
5Y
+29.7%
+29.7%
NA
NA
+30.6%
+26.3%
ALL
+21.1%
+21.1%
+26.7%
+26.4%
+21.0%
+17.2%
VOL
17.6%
17.6%
14.6%
14.6%
17.2%
-
TER
0.5%
0.5%
0.5%
0.5%
0.7%
-
AUM
₹8,518 Cr
₹8,518 Cr
₹3,731 Cr
₹3,731 Cr
₹84,855 Cr
-
INFO
1.20
1.20
1.83
1.81
1.22
-
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 Sep
Top holdings
Treps - Tri-Party Repo
6.5%
Max Financial Services Ltd
4.8%
Balkrishna Industries Ltd
3.5%
Indian Bank
3.3%
Fortis Healthcare Ltd
3.2%
AU Small Finance Bank Ltd
3.2%
Coforge Ltd
2.9%
The Federal Bank Ltd
2.9%
Hindustan Petroleum Corp Ltd
2.9%
Glenmark Pharmaceuticals Ltd
2.9%
Top industry exposure
Financial Services
24.7%
Consumer Cyclical
17.9%
Healthcare
12.6%
Industrials
10.6%
Technology
9.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
14%
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