70
Mid CapBuy
HDFC Mid Cap
HDFC · Direct–Growth · rank #6 of 34 by Smart Score
Data updated
Trailing returns
1 Year
1.1%
+1.4% vs index
3 Years
15.3%
+2.1% vs index
5 Years
16.4%
+3.4% vs index
Since launch
19.6%
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
-1.6%+0.4% vs index
Why this score
HDFC Mid Cap scores 70/100 — #6 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 return16.36% · 87th percentile in category
Fund size101856.06 Cr · 99th percentile in category
Expense ratio0.76% · 85th percentile in category
Sortino ratio0.79 · 71st percentile in category
Volatility16.15 · 66th percentile in category
Sharpe ratio0.64 · 61st percentile in category
Top holdings
1.The Federal Bank Ltd3.98%
2.AU Small Finance Bank Ltd3.94%
3.Max Financial Services Ltd3.52%
4.Ipca Laboratories Ltd3.43%
5.Glenmark Pharmaceuticals Ltd3.07%
79 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.