FundLens
74
Mid CapBuy

HDFC Mid Cap

HDFC · Direct–Growth · rank #5 of 33 by Smart Score

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
4.8%
-0.1% vs index
3 Years
20.1%
+0.8% vs index
5 Years
20.2%
+2.7% vs index
Since launch
20.3%

Year-by-year performance

last entry = YTD
2021
+40.9%
2022
+13.1%
2023
+45.5%
2024
+29.5%
2025
+7.5%
2026
+2.0%

Why this score

HDFC Mid Cap scores 74/100 — #5 of 33 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 return20.20% · 87th percentile in category
Fund size100858.31 Cr · 98th percentile in category
Sharpe ratio1.03 · 77th percentile in category
Expense ratio0.75% · 82nd percentile in category
Alpha2.39 · 76th percentile in category
Volatility15.96 · 69th percentile in category

Other Mid Cap funds