Fundalysisby DARKHORSESTOCKS

Scheme

HDFC Mid Cap Fund

Holds 79 companies worth ₹93,439 Cr in Sept 2026.

  • Fund house

    HDFCThe fund house that runs this scheme.

  • AUM

    ₹1,01,856 CrHDFC Mid Cap Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 6.0% on Aug 2026, ₹1,08,325 Cr.

  • Largest holding

    Federal BankFederal Bank is 4.0% of this scheme's NAV.

  • Fund manager

    Chirag SetalvadRuns it since 25 Jun 2007, as the fund house dates it. With Bhagyesh Kagalkar (gold & silver), Gopal Agrawal (overseas).

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,01,856−6.0%
Aug 20261,08,325+3.0%
Jul 20261,05,143+4.2%
Jun 20261,00,858+3.6%
May 202697,313+2.7%
Apr 202694,745+11.0%
Mar 202685,358−9.4%
Feb 202694,215+2.2%
Jan 202692,173−0.5%
Dec 202592,642+0.5%
Nov 202592,137+3.1%
Oct 202589,383+5.3%
AUM at month end, Sept 2026
₹1,01,856 Cr
+14.0% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202629.21%+1.01 pt
Jun 202628.20%+1.35 pt
Mar 202626.85%+1.12 pt
Dec 202525.73%+0.92 pt
Direct plans' share of AUM, Sept 2026
29.21%
+3.48 pt since Dec 2025
Fig. 2.HDFC Mid Cap Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Midcap 150 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−5.36%−5.40%––−5.61%
3 months *
−3.98%−4.12%––−3.26%
6 months *
+3.40%+3.11%––+6.88%
1 year
+1.51%+0.91%+0.37%+1.14 pt+2.81%
3 years
+15.87%+15.14%+13.93%+1.94 pt+15.87%
5 years
+16.90%+16.13%+13.66%+3.24 pt+13.94%
10 years
+16.44%+15.57%+16.03%+0.42 pt+16.44%
Since launch
+19.54%+16.73%+17.41%+2.13 pt+18.24%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Midcap 150 TRI. * From NAVs. Source: AMFI.