HDFC Mid Cap Fund - Direct Plan - Growth Option
code 118989 Mid Cap Fund direct plan · growth NAVs 2013-01-01 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-01, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 3.31% | -6.63% | -7.02% | 0.39% | 2026-10-09 → 2026-11-09 |
| 3M | -4.06% | -1.76% | -3.44% | 1.68% | 2026-08-07 → 2026-11-09 |
| 6M | 1.43% | 8.49% | 9.90% | -1.41% | 2026-05-08 → 2026-11-09 |
| 1Y | 2.48% | 5.29% | 4.81% | 0.48% | 2025-11-07 → 2026-11-09 |
| 3Y | 16.04% | 15.47% | 13.65% | 1.82% | 2023-11-09 → 2026-11-09 |
| 5Y | 17.25% | 17.89% | 14.85% | 3.04% | 2021-11-09 → 2026-11-09 |
| 7Y | 22.31% | 21.91% | 21.16% | 0.75% | 2019-11-08 → 2026-11-09 |
| 10Y | 17.33% | 17.00% | 16.76% | 0.24% | 2016-11-09 → 2026-11-09 |
| since inception | 19.69% | 19.64% | 17.54% | 2.10% | 2013-01-01 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 77.85% | 6.82% | 12.39% | 43.06% | -10.20% | 0.92% | 22.58% | 40.88% | 13.09% | 45.45% | 29.47% | 7.49% |
| benchmark | 62.67% | 9.70% | 6.53% | 55.73% | -12.62% | 0.62% | 25.56% | 48.16% | 3.91% | 44.61% | 24.46% | 5.98% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,132 | 24.44% | 17.05% | -32.37% | 102.58% | 87% | 62% |
| 3 years | 2,644 | 21.12% | 23.01% | -8.36% | 43.27% | 96% | 56% |
| 5 years | 2,151 | 19.54% | 18.64% | 0.79% | 37.58% | 100% | 64% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 15.54% | 17.07% | 16.29% |
| volatility | 16.09% | 15.30% | 18.72% |
| max drawdown | -16.76% | -16.76% | -39.51% |
| downside deviation | 10.99% | 9.69% | 13.05% |
| Sharpe ratio | 0.62 | 0.74 | 0.62 |
| Sortino ratio | 0.90 | 1.17 | 0.89 |
| Calmar ratio | 0.93 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Mid Cap Fund
Overall ★★★★☆ (3y ★★★☆☆ · 5y ★★★★★ · 10y ★★★★☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 29 funds | 5 years of 22 funds | 10 years of 17 funds |
|---|---|---|---|
| return | 47th | 10th | 32nd |
| volatility | 1st | 5th | 32nd |
| Sharpe | 33rd | 1st | 25th |
| Sortino | 40th | 1st | 25th |
| worst fall | 1st | 1st | 69th |
| risk-adjusted return (MRAR) | 40th | 5th | 25th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.