Mid Cap Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
2%
Asset Size
47236.04 Cr.
(As of 31 Aug, 2023)
Benchmark
IISL Nifty Midcap 150 TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
Fund manager
Chirag Setalvad
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹0
Minimum investment
₹100
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Indian Hotels Co Ltd
5.16%
Hindustan Aeronautics Ltd Ordinary Shares
3.86%
Max Healthcare Institute Ltd Ordinary Shares
3.75%
Cholamandalam Investment and Finance Co Ltd
3.66%
Mid cap funds invest only in mid cap companies – those with a market capitalization of INR 500 – INR 10000 Crores. Mid cap funds can be highly volatile and risky; hence, isn’t recommended for first-time investors as well as investors with low risk appetite. The ideal investment horizon for mid cap funds is 5 -7 years and does offer higher returns than both multi cap and large cap funds. However, the flip side to it is that during economic turmoil and crises, mid cap funds can fall down excessively. So, be careful while picking Mid cap funds.
This fund is rated 3 stars by Morning Star Ratings.
HDFC Mutual Fund is one of India’s largest and well established mutual funds houses with focus on delivering consistent fund performance across categories since the launch of the first scheme(s) in July 2000. We, at HDFC Mutual Fund, believe in constantly reviewing the markets for new trends, identifying new growth sectors and sharing this knowledge with our investors in the form of product offerings, so as to give our investors long-term benefits. HDFC Mutual Fund has various products across asset and risk categories to enable investors to invest in line with their investment objectives and risk taking capacity.
Vision of HDFC Mutual Fund – To be a dominant player in the Indian mutual fund space recognized for its high levels of ethical and professional conduct and a commitment towards enhancing investor interests. HDFC’s Mutual Fund philosophy is based on 3 pillars.