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HDFC Mid Cap Fund - IDCW Option - Direct Plan
HDFC Mutual Fund · Equity · Mid Cap Fund
₹80.72
AUM: —
NAV updated 11 days ago
Plan
Direct
Option
Idcw
Risk
Very High
Expense Ratio
—
Exit Load
—
Fund Manager
—
Inception
—
Benchmark
—
Sharpe Ratio
-0.3
Std Dev (1Y)
15.53%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+5.18%
3m
+8.36%
6m
-1.72%
1y
+0.9%
3y
+13.15%
5y
+12.45%
10y
+10.21%
since inception
+12.34%
rate_review TopFund's Take on HDFC Mid Cap Fund - IDCW Option - Direct Plan
HDFC Mid Cap Fund - IDCW Option - Direct Plan is a Mid Cap Fund fund from HDFC Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.3 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 15.53% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
Sector allocation not available yet.
pie_chart Asset Allocation
Asset allocation not available yet.
info Fund Snapshot
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Frequently Asked Questions about HDFC Mid Cap Fund - IDCW Option - Direct Plan
The current NAV (Net Asset Value) of HDFC Mid Cap Fund - IDCW Option - Direct Plan is ₹80.72. NAV is updated every business day after market close by AMFI.
1Y: 0.9% · 3Y CAGR: 13.15% · 5Y CAGR: 12.45%
Expense ratio data is not yet available.
HDFC Mid Cap Fund - IDCW Option - Direct Plan is managed by HDFC Mutual Fund.
HDFC Mid Cap Fund - IDCW Option - Direct Plan is a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
Yes, HDFC Mid Cap Fund - IDCW Option - Direct Plan is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
AUM data is not yet available.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.