HDFC Mid-Cap Fund - Growth Plan
Equity
Mid Cap
HDFC Mid Returns
NAV: ₹199.039
As of 2026-06-09
2.85%
1yr
20.6%
3yr
19.44%
5yr
All
HDFC Mid Return Calculator
Select Investment Type
Monthly SIP
Lumpsum
Daily SIP
HDFC Mid Overview
About HDFC Mid-Cap Fund - Growth Plan
The HDFC Mid-Cap Fund - Growth Plan , a Mid Cap multi-cap fund Open Ended Mutual Funds from HDFC Asset Management Company Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
HDFC Mid-Cap Fund - Growth Plan - Performance
The HDFC Mid-Cap Fund - Growth Plan has set a great track record, delivering an impressive 1-year return of 2.85. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹94,744.7175 Cr. and the latest NAV declared is 199.039 as on 2026-06-09.
HDFC Mid-Cap Fund - Growth Plan - Investment Strategy
The HDFC Mid-Cap Fund - Growth Plan follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
HDFC Mid-Cap Fund - Growth Plan - Fees and Expenses
The HDFC Mid-Cap Fund - Growth Plan has an expense ratio of 1.37 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 1 if redeemed within 1 year of investment.
HDFC Mid-Cap Fund - Growth Plan - SIP Planning
The HDFC Mid-Cap Fund - Growth Plan, provides a broad range of SIP plans, which can be customised according to your needs and suitability. HDFC Mid-Cap Fund - Growth Plan is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Mid Cap provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Mid Cap Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
... Read More
Lock-in Period
Nil
Min SIP
100
Min Lumpsum
₹100
Fund Size(Cr)
₹94,744.72
Expense Ratio
1.37%
Exit Load
1%
1% on or before 1Y, Nil after 1Y
Fund Analysis
About HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund is an open-ended equity scheme primarily investing in the stocks of mid-cap companies.
Investment Objective
The investment objective of the scheme is to provide long term capital appreciation to the investors by predominantly investing in equity & equity-related securities of mid-cap companies.
Benchmark
The Benchmark of the scheme is NIFTY Midcap 100 Index TRI.
Investment Details
| Particulars | Minimum Amount |
| Minimum Application Amount | Rs.5,000 & in multiples of Rs.1 thereafter |
| Minimum Additional Investment | Rs.1,000 & in multiples of Rs.1 thereafter |
SIP Details
| Type | Minimum Amount | Minimum Installments |
| Daily | Rs.300 & in multiples of Rs.1 thereafter | - |
| Weekly | Rs.1,000 & in multiples of Rs.1 thereafter | 6 |
| Monthly (Less than Rs.1,000) | Rs.500 & in multiples of Rs.1 thereafter | 12 |
| Monthly (Equal to or greater than Rs.1,000) | 6 | |
| Quarterly (Less than Rs.3,000) | Rs.1,500 & in multiples of Rs.1 thereafter | 4 |
| Quarterly (Equal to or greater than Rs.3,000) | 2 |
Loads
Entry Load: Nil
Exit Load:
If units are redeemed or switched out within 1 year - 1%
If units are redeemed or switched out after 1 year - Nil
Suitability
HDFC Mid-Cap Opportunities Fund is suitable for investors with moderate to high-risk appetite and looking to invest for a period of 7 years & above.
Taxation:
As the fund predominantly invests in equity securities, HDFC Mid-Cap Opportunities Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:
- If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1.25 lacs in a financial year is tax-free and above that, it is taxed at the rate of 12.5% without the benefit of indexation.
- If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 20%.
HDFC Mid-Cap Opportunities Fund’s Asset Allocation
Under normal conditions, the pattern of asset allocation is as follows:
| Assets | Minimum indicative allocation (% of total assets) | Maximum indicative allocation (% of total assets) | Risk Profile |
| Equity & Equity related securities of midcap companies | 65 | 100 | High |
| Equity & Equity related securities of other companies | 0 | 35 | High |
| Debt & Money Market instruments | 0 | 35 | Low to Moderate |
| REITs & InVITs | 0 | 10 | Moderate to High |
| Non-convertible preference shares | 0 | 10 | Low to Moderate |
Who should invest?
Mid-cap funds are those equity mutual funds that invest in equity & equity-related securities of the companies which rank 101st to 250th in terms of market capitalization. These companies generally have higher growth potential as compared to large-cap funds. The midcap stocks usually have a higher volatility than large caps & lower volatility as compared to smallcaps.
Investments in HDFC Mid-Cap Opportunities Fund can be made by investors who want to diversify their equity mutual fund portfolio by making investments in different market capitalizations. The fund manager seeks to build a portfolio of stocks which have reasonable growth prospects, good financial strength, sustainable business models & good valuations that offer potential long-term capital appreciation.
Investors looking to invest in equity funds with moderately high risk-reward characteristics could consider investments in this fund. The fund can be a good investment to achieve diversification in the investor’s equity portfolio.
Eligibility
The following people are eligible for investing in this scheme:
- Indian Resident Adults (single holder or on a joint basis)
- Hindu Undivided Family
- Partnership entities
- Limited Liability Partnership units
- Minor through parent or a legal guardian
- Sole Proprietor
- Corporates, PSUs & others.
- NRIs/POIs/OCIs
- Banks & Financial Institutions
- Religious & Charitable Trusts
- Defense & paramilitary units
- Foreign Portfolio Investors
- Pension/Provident/Gratuity Funds
- Trustee, AMCs or Sponsors
- Other schemes of HDFC MF or other mutual funds
- Alternative Investment Funds
- Others
How to invest?
You can invest in HDFC Mid-Cap Opportunities Fund through any AMFI distributor, AMC, banks or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.
HDFC Mid Holdings
Compare similar funds
This fund is preselected. Pick up to 3 peers, then tap Compare.
HDFC Mid AMC Details
Fund House
HDFC Asset Management Company Limited
Fund Manager
Abhishek Mor
HDFC Mid FAQs
How can I invest in the HDFC Mid?
What are the historical returns of the HDFC Mid?
What is the Net Asset Value (NAV) of HDFC Mid currently?
Is HDFC Mid a good investment option for me?
What are the expense ratios associated with HDFC Mid?
Can I invest in both SIP and Lump Sum plans for HDFC Mid?
How can I redeem my investments in the HDFC Mid?
What is the current Asset Under Management (AUM) for HDFC Mid?
How can I invest in the HDFC Mid through SIPs of INR 1000 per month?
Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.