HDFC Mid-Cap Fund - Growth Plan

HDFC Mid-Cap Fund - Growth Plan is a scheme launched by HDFC Mutual Fund on June 25, 2007, and falls under the Mid Cap fund category. It currently manages an AUM of Rs 83,104.83 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.39% for managing the portfolio.

• Investing Strategy:

  To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies

• Performance:

  HDFC Mid-Cap Fund - Growth Plan trailing returns over different times are 1.8% (1 year), 25.16% (3 year) and 28.4% (5 year). The average annual return of this fund stands at 3.34%.