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HDFC Mid Cap Fund - IDCW Plan

HDFC · Mid Cap
High
₹48.25
Current NAV
23 Oct 2026
-12.4%
1Y Return
3.9%
3Y CAGR
5.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.31).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.31).
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.31
Sharpe Ratio
0.91
Beta
2.31
Alpha
1.72
Sortino
Fund Details
Fund House HDFC
Category Mid Cap
AUM ₹7360 Cr
Expense Ratio 1.71%
Min SIP ₹500
Min Lumpsum ₹1000
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