76
Mid CapBuy
HDFC Mid Cap
HDFC · Direct–Growth · rank #3 of 34 by Smart Score
Data updated
Trailing returns
1 Year
10.8%
+1.1% vs index
3 Years
18.6%
+2.1% vs index
5 Years
19.9%
+3.1% vs index
Since launch
20.3%
Year-by-year performance
2021
+40.9%-6.0% vs index
2022
+13.1%+9.5% vs index
2023
+45.5%+1.1% vs index
2024
+29.5%+5.3% vs index
2025
+7.5%+1.7% vs index
2026
+4.7%+0.5% vs index
Why this score
HDFC Mid Cap scores 76/100 — #3 of 34 Mid Cap fund (Buy). It stands out for 5y return and fund size — beating 87% of peers on 5y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
5Y return19.92% · 87th percentile in category
Fund size105142.70 Cr · 99th percentile in category
Sharpe ratio1.03 · 79th percentile in category
Expense ratio0.75% · 83rd percentile in category
Sortino ratio1.08 · 79th percentile in category
Alpha2.39 · 76th percentile in category
Top holdings
1.The Federal Bank Ltd4.36%
2.AU Small Finance Bank Ltd3.96%
3.Max Financial Services Ltd3.72%
4.Balkrishna Industries Ltd3.37%
5.Ipca Laboratories Ltd3.01%
79 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.