HDFC Mid-Cap Fund - IDCW Plan

HDFC Mid-Cap Fund - IDCW Plan - Portfolio Analysis

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%

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

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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.