1M
6M
1Y
3Y
5Y
All
| NAV: 22 Oct 2024 | ₹201.88 |
| Min. SIP amount | ₹100 |
| Rating | 4 |
| Fund size | ₹77,682.90Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 41.4% | 26.6% | 29.8% | 22.3% |
| Category average | 41.5% | 21.0% | 26.9% | NA |
| Rank with in category | 22 | 3 | 7 | NA |
Understand terms
Holdings (75)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
The Indian Hotels Company Ltd. | Services | Equity | 3.75% |
Max Financial Services Ltd. | Financial | Equity | 3.70% |
Ipca Laboratories Ltd. | Healthcare | Equity | 3.26% |
The Federal Bank Ltd. | Financial | Equity | 3.19% |
Balkrishna Industries Ltd. | Automobile | Equity | 3.06% |
Apollo Tyres Ltd. | Automobile | Equity | 2.95% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.91% |
Coforge Ltd. | Technology | Equity | 2.80% |
Tata Communications Ltd. | Communication | Equity | 2.80% |
Persistent Systems Ltd. | Technology | Equity | 2.55% |
See All
Pros and cons
Category: Equity Mid Cap
Pros
3Y, 5Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.72%
Higher alpha: 4.57
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y
Cons
1Y annualised returns lower than category average by 0.2%
Expense ratio, exit load and tax
Expense ratio: 0.72%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Chirag SetalvadJan 2013 - PresentView details
Chirag Setalvad
Jan 2013 - Present
View details
Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Experience
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Also manages these schemes
Dhruv MuchhalJun 2023 - PresentView details
Dhruv Muchhal
Jun 2023 - Present
View details
Education
Mr. Dhruv has done B.Com, CA and CFA
Experience
Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
022 – 66316333
Launch Date
10 Dec 1999
E-mail
[email protected]Website
www.hdfcfund.com
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
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