HDFC Mid Cap Fund Regular-Growth
The fund is rated 4.5 stars. The strongest areas were investment selection within each asset type and investment selection within each industry, while balance between returns and downside risk provided some support. Above-average fund size of Rs 105,142.69 crore was a minor drawback.
This fund has a good track record with Asset Selection/Timing, a good track record with Stock Selection/Timing. It is important to note, however, that this fund has a 105142.694 AUM and a 1.3 expense ratio. Considering all these factors, we have rated this fund as 4.5 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 25 Sep 2026
Risk ratios
As of 31 Aug 2026
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (80)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| Others | 6.91% | ₹7,484.03 Cr | — |
| The Federal Bank Ltd. | 4.21% | ₹4,559.52 Cr | 12,78,25,000 |
| AU Small Finance Bank Ltd. | 3.98% | ₹4,316.27 Cr | 3,97,37,347 |
| Max Financial Services Ltd. | 3.79% | ₹4,108.03 Cr | 2,61,14,231 |
| Ipca Laboratories Ltd. | 3.30% | ₹3,575.69 Cr | 1,81,05,658 |
| Glenmark Pharmaceuticals Ltd. | 3.07% | ₹3,325.23 Cr | 1,34,08,183 |
| Indian Bank | 3.06% | ₹3,312.3 Cr | 3,68,54,482 |
| Balkrishna Industries Ltd. | 3.02% | ₹3,268.66 Cr | 1,43,41,251 |
| Coforge Ltd. | 2.86% | ₹3,101.16 Cr | 1,56,20,600 |
| Fortis Healthcare Ltd. | 2.69% | ₹2,911.32 Cr | 3,21,01,862 |
Fund details
to generate long-term capital appreciation / income. investment predominantly in Mid-Cap companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Exit load of 1% if redeemed within 1 year.