Portfolio Overview
As of December 31, 2025
Asset Allocation
Equity: 92.91%Others: 7.09%
Market Cap
Mid Cap: 63.87%Equity: 5.46%Small Cap: 16.07%Large Cap: 7.51%
Number of stocks
77
Top 10 Holdings
66.40% of portfolio
Market Cap of Equity
Mid Cap
63.8742%
Equity
5.4569%
Small Cap
16.0676%
Large Cap
7.5069%
Companies Allocation of Equity
Max Financial Services Ltd9.31%
AU Small Finance Bank Ltd8.42%
The Federal Bank Ltd7.37%
Indian Bank6.66%
Balkrishna Industries Ltd6.62%
Hindustan Petroleum Corp Ltd5.98%
Coforge Ltd5.61%
Glenmark Pharmaceuticals Ltd5.55%
Ipca Laboratories Ltd5.49%
Mahindra & Mahindra Financial Services Ltd5.39%
Sector Allocation of Equity
Financial Services27.51%
Consumer Cyclical16.33%
Energy2.99%
Technology9.79%
Healthcare12.04%
Consumer Defensive5.82%
Communication Services2.77%
Industrials9.60%
Basic Materials4.98%
Utilities1.07%
SIP Amount
Monthly SIP Date
HDFC Mid-Cap Fund - Growth Plan
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In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.