MonitorDirect · Growth
HDFC Mid Cap Fund
HDFC Mutual FundEquity Scheme - Mid Cap Fund13.7 years
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
- NAV
- 226.595
- 15 Sept 2026
- 1Y
- +5.1%
- Trailing CAGR
- Upside capture
- +91%
- Vs NIFTY MIDCAP 150 TRI
- Downside capture
- +83%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.1%
- 3Y+16.4%
- 5Y+18.2%
- 10Y+17.2%
- SI+19.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+4.1%
- 3Y+10.0%
- 5Y+17.6%
- 10Y+19.3%
- Since inception
- +19.9%
- Calendar-day CAGR
- Excess 1Y
- -2.2%
- Category median, same plan and option
- 3Y win rate
- +75%
- Windows beating the median
- 3Y percentile
- 76
- Vs comparable share classes
- Worst rolling 3Y
- -8.4%
- 2637 daily-ending windows
- Median rolling 3Y
- +23.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2145 daily-ending windows
- SIP 3Y XIRR
- +10.0%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +1.2%
- Fund minus TRI
- 3Y excess
- +2.1%
- Fund minus TRI
- Upside capture
- +91%
- Benchmark-up months
- Downside capture
- +83%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 177 recovered episodes
- Longest recovery
- 242 days
- Trough to prior peak
- Current spell
- 21 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
8 Jan 2018 – 20 Nov 2020
Trough 23 Mar 2020 · recovered in 242 days
-39.5%
19 Aug 2015 – 30 Jun 2016
Trough 25 Feb 2016 · recovered in 126 days
-18.9%
15 Jan 2013 – 28 Nov 2013
Trough 28 Aug 2013 · recovered in 92 days
-18.6%
18 Oct 2021 – 16 Aug 2022
Trough 20 Jun 2022 · recovered in 57 days
-17.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
77
Vs category
36
Consistency
75
Risk-adjusted
72
Drawdown
1
Mean
52
Portfolio
31 Aug 2026 · 81 holdings · top 10 are 36.9%.
- Top 5
- 22.2%
- Top 10
- 36.9%
- Largest holding
- 6.9%
- Effective holdings
- 42.3
Repo
Unspecified
6.9%
The Federal Bank Ltd
Financial
4.2%
AU Small Finance Bank Ltd
Financial
4.0%
Max Financial Services Ltd
Financial
3.8%
Ipca Laboratories Ltd
Healthcare
3.3%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 75% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +8.9%
- 3Y
- +16.1%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.86
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Edelweiss Mid Cap Fund
Edelweiss Mutual Fund
- 1Y
- +8.5%
- 3Y
- +20.3%
- Vol
- 17.1%
- Max DD
- -39.2%
- Sharpe
- 0.88
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
ITI Mid Cap Fund
ITI Mutual Fund
- 1Y
- +9.1%
- 3Y
- +19.2%
- Vol
- 16.3%
- Max DD
- -22.7%
- Sharpe
- 0.81
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
LIC MF Mid Cap Fund
LIC Mutual Fund
- 1Y
- +3.9%
- 3Y
- +15.3%
- Vol
- 16.5%
- Max DD
- -21.5%
- Sharpe
- 0.72
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
Axis Midcap Fund
Axis Mutual Fund
- 1Y
- +5.0%
- 3Y
- +15.5%
- Vol
- 14.9%
- Max DD
- -29.4%
- Sharpe
- 0.88
- 3Y win
- +41%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns