70
Mid CapBuy
HDFC Mid Cap
HDFC · Direct–Growth · rank #6 of 34 by Smart Score
Data updated
Trailing returns
1 Year
6.0%
+1.0% vs index
3 Years
17.2%
+2.0% vs index
5 Years
18.9%
+3.0% vs index
Since launch
20.1%
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
+3.0%-0.2% 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 volatility — beating 83% 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 return18.85% · 83rd percentile in category
Volatility14.96 · 92nd percentile in category
Fund size108324.55 Cr · 99th percentile in category
Expense ratio0.74% · 90th percentile in category
Sortino ratio0.97 · 73rd percentile in category
3Y return17.22% · 52nd percentile in category
Top holdings
1.The Federal Bank Ltd4.21%
2.AU Small Finance Bank Ltd3.98%
3.Max Financial Services Ltd3.79%
4.Ipca Laboratories Ltd3.3%
5.Glenmark Pharmaceuticals Ltd3.07%
79 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.