HDFC Mid Cap Fund
Direct · Growth ₹220.33
05 Jun 2026
NAV
21.2%
3Y CAGR
19.6%
5Y CAGR
20.4%
10Y CAGR
20.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.37
Sharpe
-39.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.16 L | 26.0% | -54.5% | 119.3% |
| 3 Years | ₹36.00 L | ₹49.69 L | 20.8% | -23.6% | 42.8% |
| 5 Years | ₹60.00 L | ₹98.71 L | 19.6% | -9.0% | 37.8% |
| 7 Years | ₹84.00 L | ₹1.62 Cr | 19.4% | 1.3% | 29.6% |
| 10 Years | ₹1.20 Cr | ₹3.61 Cr | 20.9% | 16.8% | 24.1% |
| 12 Years | ₹1.44 Cr | ₹5.45 Cr | 20.7% | 17.9% | 23.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 26.0% | 22.2% | 21.9% | +3.9% |
| 3 Years | 20.8% | 17.4% | 20.1% | +3.4% |
| 5 Years | 19.6% | 16.5% | 19.3% | +3.1% |
| 7 Years | 19.4% | 16.7% | 19.1% | +2.8% |
| 10 Years | 20.9% | 16.6% | 19.3% | +4.3% |
| 12 Years | 20.7% | 16.3% | 18.8% | +4.4% |