
Portfolio Overview
Asset Allocation
Equity: 93.02%Others: 6.98%
Market Cap
Mid Cap: 61.34%Equity: 4.96%Small Cap: 18.89%Large Cap: 7.84%
Number of stocks
73
Top 10 Holdings
64.21% of portfolio
Market Cap of Equity
Mid Cap
61.34%
Equity
4.96%
Small Cap
18.89%
Large Cap
7.84%
As of August 31, 2025
Companies Allocation of Equity
Max Financial Services Ltd9.89%
Balkrishna Industries Ltd7.19%
Coforge Ltd6.40%
AU Small Finance Bank Ltd6.08%
Fortis Healthcare Ltd5.93%
The Federal Bank Ltd5.90%
Ipca Laboratories Ltd5.88%
Indian Bank5.79%
Glenmark Pharmaceuticals Ltd5.74%
Vishal Mega Mart Ltd5.42%
Sector Allocation of Equity
Financial Services24.21%
Consumer Cyclical18.41%
Technology10.45%
Healthcare11.74%
Energy2.51%
Consumer Defensive5.70%
Communication Services2.73%
Industrials10.63%
Basic Materials5.39%
Utilities1.26%
SIP Amount
₹
Monthly SIP Date
HDFC Mid-Cap Fund - IDCW Plan


Is This Mutual Fund Right for You?
+10k investors used our Suitability Test to get better returns
Fund Suitability Test
Let's Get Started.
Frequently Asked Questions
Everything You Need To Know To Get Started With Confidence
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.