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HDFC Mid Cap Fund - Growth Option - Direct Plan is an equity scheme managed by HDFC Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 29.19%, with the bottom and top quartiles at 26.01% and 31.59% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 0.80% on assets of ₹94,745Cr. The fund is currently managed by Mr. Chirag Setalvad, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 80% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| MAX FINANCIAL SERVICES LIMITED | Financial Services | 4.37% |
| AU SMALL FINANCE BANK LIMITED | Financial Services | 4.24% |
| THE FEDERAL BANK LIMITED | Financial Services | 3.87% |
| GLENMARK PHARMACEUTICALS LIMITED | Healthcare | 3.41% |
| INDIAN BANK | Financial Services | 3.31% |
| BALKRISHNA INDUSTRIES LIMITED | Consumer Cyclical | 3.25% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 3.16% |
| IPCA LABORATORIES LIMITED | Healthcare | 2.92% |
| VISHAL MEGA MART PRIVATE LIMITED | Consumer Cyclical | 2.92% |
| CUMMINS INDIA LIMITED | Industrials | 2.50% |
| MARICO LIMITED | Consumer Defensive | 2.48% |
| HINDUSTAN PETROLEUM CORPORATION LIMITED | Energy | 2.20% |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD | Financial Services | 2.05% |
| AUROBINDO PHARMA LIMITED | Healthcare | 1.96% |
| TATA COMMUNICATIONS LIMITED | Communication Services | 1.86% |
| APOLLO TYRES LIMITED | Consumer Cyclical | 1.81% |
| ALKEM LABORATORIES LIMITED | Healthcare | 1.80% |
| UNION BANK OF INDIA | Financial Services | 1.70% |
| Persistent Systems Ltd | Technology | 1.70% |
| DABUR INDIA LIMITED | Consumer Defensive | 1.65% |
| MPHASIS LIMITED | Technology | 1.62% |
| DELHIVERY LIMITED | Industrials | 1.55% |
| UNITED SPIRITS LIMITED | Consumer Defensive | 1.53% |
| PB FINTECH LIMITED | Financial Services | 1.45% |
| BOSCH LIMITED | Consumer Cyclical | 1.41% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 13 | 27.23% |
| Healthcare | 7 | 14.69% |
| Automobile and Auto Components | — | 9.33% |
| Capital Goods | — | 7.68% |
| Fast Moving Consumer Goods | — | 7.27% |
| Information Technology | — | 6.34% |
| Consumer Services | — | 4.91% |
| Oil, Gas & Consumable Fuels | — | 3.10% |
| Consumer Durables | — | 2.42% |
| Services | — | 2.26% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -1.74% | 9.87% | 23.91% | 46.39% | 86.18% | 99.5% |
| 3Y | 20.82% | 26.01% | 29.19% | 31.59% | 38.32% | 100.0% |
| 5Y | 20.28% | 23.05% | 27.57% | 30.62% | 34.57% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 34.0% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.