Mutual fund

HDFC Mid Cap Fund

HDFC Mutual Fund · Equity

Current range: July 2026 → August 2026

Fund Quality

Good fund78.3 / 100

#3 of 26 in Mid Cap Fund

Returns20%: 76.5
Consistency20%: 80.3
Downside20%: 92.9
Fees10%: –
Risk10%: 48.5

Increasing Healthcare exposure while reducing Financial Services.

Sector allocation, Feb 2026 → Aug 2026

79Holdings
11Increased
9Reduced
0New
0Exited

AUM ₹1,09,014 cr · 31 Aug 202620 historical disclosures

Fund Quality

Good78.3 / 100

Rank 3 of 26 in Mid Cap Fund
Stable · +0.1 since 30 Jun 2026

Provisional ratingLow confidence

Performance775-year return 17.5% a year against a peer median of 14.3%.
Consistency80Beat the peer median in 83% of rolling 1-year and 100% of rolling 3-year periods over 5 years.
Downside protection93Deepest fall −17.0% in 5 years; fell 88% as much as the peer median in down months.
Value for money—Not measured. No AMFI TER row is linked to this plan for the as-of month.
Portfolio riskPartial evidence49Top 10 stocks are 32% of assets, about 46 effective holdings.
Manager & process stability—Not measured. Manager appointment records and process documentation are not loaded, so manager and process stability cannot be assessed.

Strengths: Fell less than most peers in market declines; Beat the category median in most rolling years; Long-term returns ahead of most category peers.

Provisional: some supporting dimensions have no usable data yet, so this rating rests mainly on returns, consistency and downside protection.

How Fund Quality works

Each diversified active fund is compared with its current category peers over identical five- and three-year windows, using its Direct Growth plan. Index funds, ETFs and sector or thematic funds are not rated.
Six dimensions are scored 0–100 against peers. Returns, consistency and downside protection carry most of the weight; value for money, portfolio risk and manager stability support them. A dimension without evidence is left out and the rest re-weighted; it is never scored as zero or average.
Great is 85+, Good 70–85, Average 50–70, Poor 30–50 and Awful below 30. Great also needs strong returns, consistency and downside protection and five years of history; weak downside protection caps a fund at Average.
A rating with all three core dimensions and only one supporting dimension is provisional and lower confidence. Without all three core dimensions there is no rating.
Fund Quality is not a return ranking and not a recommendation. Past performance does not predict future returns.
Peers are the plan's current AMFI category; dated category history is not loaded, so a fund that changed category is compared with its current peers throughout.
Closed and merged schemes are not loaded, so peer groups contain survivors only.
No fund-to-benchmark mapping is loaded, so nothing here measures performance against the fund's benchmark.
Manager & process stability is not assessed: its data is not loaded. Mandate discipline is not part of the rating.
Fund Quality describes past evidence. In a 2019–2023 test, funds with higher return, consistency and downside scores did not go on to beat their peers over the next three years.
Past performance and risk do not predict future results. Fund Quality is not a recommendation to buy, sell or switch.
Methodology fund_quality_v1, NAV as of 1 Oct 2026.

Latest changes

Current range: July 2026 → August 2026

Added

Largest addition

Aster DM Quality Care Ltd.

shares +123.0% · Healthcare

+₹465 cr

What changed?

Current range: July 2026 → August 2026

StockSharesPortfolio weight

Aster DM Quality Care Ltd.ASTERDM

Healthcare

Shares+₹465 cr5.38M → 12.00M+6.62M+123.0% shares

Portfolio weight0.4% → 0.8%+0.4 pp weight

Ipca Laboratories Ltd.IPCALAB

Healthcare

Shares+₹413 cr18.10M → 18.11M+9.03K+0.0% shares

Portfolio weight3.0% → 3.3%+0.3 pp weight

Havells India Ltd.HAVELLS

Consumer Durables

Shares+₹242 cr5.83M → 7.86M+2.02M+34.7% shares

Portfolio weight0.7% → 0.9%+0.2 pp weight

Petronet LNG Ltd.PETRONET

Oil Gas & Consumable Fuels

Shares+₹180 cr7.50M → 12.99M+5.49M+73.2% shares

Portfolio weight0.2% → 0.4%+0.2 pp weight

MphasiS Ltd.MPHASIS

Information Technology

Shares+₹74.0 cr7.13M → 7.19M+54.98K+0.8% shares

Portfolio weight1.6% → 1.6%+0.0 pp weight

Alkem Laboratories Ltd.ALKEM

Healthcare

Shares−₹71.6 cr3.16M → 3.28M+115.86K+3.7% shares

Portfolio weight1.7% → 1.6%−0.1 pp weight

ICICI Lombard General Insurance Company Ltd.ICICIGI

Financial Services

Shares+₹64.2 cr5.39M → 6.00M+605.03K+11.2% shares

Portfolio weight0.8% → 0.9%+0.0 pp weight

Dabur India Ltd.DABUR

Fast Moving Consumer Goods

Shares−₹28.7 cr38.57M → 41.91M+3.34M+8.7% shares

Portfolio weight1.6% → 1.5%−0.1 pp weight

Coromandel International Ltd.COROMANDEL

Chemicals

Shares+₹21.0 cr5.55M → 6.15M+598.40K+10.8% shares

Portfolio weight1.1% → 1.1%−0.0 pp weight

United Spirits Ltd.UNITDSPR

Fast Moving Consumer Goods

Shares+₹11.4 cr13.73M → 14.05M+315.10K+2.3% shares

Portfolio weight2.0% → 1.9%−0.1 pp weight

Godrej Consumer Products Ltd.GODREJCP

Fast Moving Consumer Goods

Shares+₹6.8 cr8.25M → 9.87M+1.62M+19.7% shares

Portfolio weight0.8% → 0.8%−0.0 pp weight

Current portfolio

Disclosed holdings for August 2026. Change columns use share quantities, with earlier quantities adjusted when a corporate action has a usable ratio.

Current range: Change columns compare with July 2026


Federal Bank Ltd.FEDERALBNK	Financial Services	−₹27.5 cr0.0% shares	127.83M	4.2%	+₹4,560 cr	Unchanged
AU Small Finance Bank Ltd.AUBANK	Financial Services	+₹155 cr0.0% shares	39.74M	4.0%	+₹4,316 cr	Unchanged
Max Financial Services Ltd.MFSL	Financial Services	+₹194 cr0.0% shares	26.11M	3.8%	+₹4,108 cr	Unchanged
Ipca Laboratories Ltd.IPCALAB	Healthcare	+₹413 cr+0.0% shares	18.11M	3.3%	+₹3,576 cr	Increased
Glenmark Pharmaceuticals Ltd.GLENMARK	Healthcare	+₹330 cr0.0% shares	13.41M	3.1%	+₹3,325 cr	Unchanged
Indian BankINDIANB	Financial Services	+₹229 cr0.0% shares	36.85M	3.1%	+₹3,312 cr	Unchanged
Balkrishna Industries Ltd.BALKRISIND	Automobile and Auto Components	−₹279 cr0.0% shares	14.34M	3.0%	+₹3,269 cr	Unchanged
Coforge Ltd.COFORGE	Information Technology	+₹413 cr0.0% shares	15.62M	2.9%	+₹3,101 cr	Unchanged
Fortis Healthcare Ltd.FORTIS	Healthcare	−₹151 cr−0.9% shares	32.10M	2.7%	+₹2,911 cr	Reduced
Vishal Mega Mart Ltd.VMM	Consumer Services	+₹80.1 cr0.0% shares	226.16M	2.3%	+₹2,502 cr	Unchanged
Marico Ltd.MARICO	Fast Moving Consumer Goods	−₹153 cr0.0% shares	30.27M	2.3%	+₹2,482 cr	Unchanged
Mahindra & Mahindra Financial Services Ltd.M&MFIN	Financial Services	−₹84.3 cr0.0% shares	66.12M	2.3%	+₹2,466 cr	Unchanged
Aurobindo Pharma Ltd.AUROPHARMA	Healthcare	+₹183 cr0.0% shares	13.34M	2.1%	+₹2,291 cr	Unchanged
Hindustan Petroleum Corporation Ltd.HINDPETRO	Oil Gas & Consumable Fuels	−₹146 cr0.0% shares	60.84M	2.0%	+₹2,225 cr	Unchanged
United Spirits Ltd.UNITDSPR	Fast Moving Consumer Goods	+₹11.4 cr+2.3% shares	14.05M	1.9%	+₹2,093 cr	Increased
Cummins India Ltd.CUMMINSIND	Capital Goods	−₹224 cr−2.4% shares	4.07M	1.9%	+₹2,080 cr	Reduced
Persistent Systems Ltd.PERSISTENT	Information Technology	+₹15.6 cr0.0% shares	3.44M	1.8%	+₹1,923 cr	Unchanged
Tata Communications Ltd.TATACOMM	Telecommunication	−₹36.8 cr0.0% shares	11.15M	1.8%	+₹1,921 cr	Unchanged
Apollo Tyres Ltd.APOLLOTYRE	Automobile and Auto Components	+₹45.2 cr0.0% shares	41.89M	1.7%	+₹1,839 cr	Unchanged
PB Fintech Ltd.POLICYBZR	Financial Services	+₹268 cr0.0% shares	9.78M	1.7%	+₹1,835 cr	Unchanged
Gland Pharma Ltd.GLAND	Healthcare	+₹232 cr0.0% shares	6.07M	1.6%	+₹1,751 cr	Unchanged
Jindal Steel Ltd.JINDALSTEL	Metals & Mining	+₹133 cr0.0% shares	14.70M	1.6%	+₹1,754 cr	Unchanged
Alkem Laboratories Ltd.ALKEM	Healthcare	−₹71.6 cr+3.7% shares	3.28M	1.6%	+₹1,746 cr	Increased
MphasiS Ltd.MPHASIS	Information Technology	+₹74.0 cr+0.8% shares	7.19M	1.6%	+₹1,745 cr	Increased
Union Bank of IndiaUNIONBANK	Financial Services	+₹156 cr0.0% shares	89.99M	1.6%	+₹1,697 cr	Unchanged
Dabur India Ltd.DABUR	Fast Moving Consumer Goods	−₹28.7 cr+8.7% shares	41.91M	1.5%	+₹1,597 cr	Increased
Bosch Ltd.BOSCHLTD	Automobile and Auto Components	+₹278 cr0.0% shares	312.24K	1.4%	+₹1,561 cr	Unchanged
AIA Engineering Ltd.AIAENG	Capital Goods	−₹113 cr0.0% shares	3.39M	1.3%	+₹1,445 cr	Unchanged
Delhivery Ltd.DELHIVERY	Services	−₹81.2 cr0.0% shares	31.54M	1.3%	+₹1,439 cr	Unchanged
Eternal Ltd.ETERNAL	Consumer Services	+₹110 cr0.0% shares	42.95M	1.3%	+₹1,409 cr	Unchanged
Karur Vysya Bank Ltd.KARURVYSYA	Financial Services	+₹20.2 cr0.0% shares	39.20M	1.3%	+₹1,363 cr	Unchanged
Bharat Forge Ltd.BHARATFORG	Automobile and Auto Components	−₹61.1 cr0.0% shares	6.44M	1.3%	+₹1,355 cr	Unchanged
IndusInd Bank Ltd.INDUSINDBK	Financial Services	+₹4.9 cr0.0% shares	11.80M	1.1%	+₹1,200 cr	Unchanged
Coromandel International Ltd.COROMANDEL	Chemicals	+₹21.0 cr+10.8% shares	6.15M	1.1%	+₹1,172 cr	Increased
Nippon Life India Asset Management Ltd.NAM-INDIA	Financial Services	+₹10.8 cr0.0% shares	9.94M	1.1%	+₹1,165 cr	Unchanged
Star Health and Allied Insurance Company Ltd.STARHEALTH	Financial Services	−₹68.5 cr0.0% shares	20.60M	1.1%	+₹1,170 cr	Unchanged
Indian Hotels Co. Ltd.INDHOTEL	Consumer Services	−₹91.7 L0.0% shares	14.11M	1.0%	+₹1,041 cr	Unchanged
Redington Ltd.REDINGTON	Services	+₹99.6 cr0.0% shares	27.60M	0.9%	+₹987 cr	Unchanged
Havells India Ltd.HAVELLS	Consumer Durables	+₹242 cr+34.7% shares	7.86M	0.9%	+₹977 cr	Increased
ICICI Lombard General Insurance Company Ltd.ICICIGI	Financial Services	+₹64.2 cr+11.2% shares	6.00M	0.9%	+₹940 cr	Increased
Aster DM Quality Care Ltd.ASTERDM	Healthcare	+₹465 cr+123.0% shares	12.00M	0.8%	+₹907 cr	Increased
Escorts Kubota Ltd.ESCORTS	Capital Goods	−₹27.0 cr0.0% shares	2.97M	0.8%	+₹890 cr	Unchanged
Godrej Consumer Products Ltd.GODREJCP	Fast Moving Consumer Goods	+₹6.8 cr+19.7% shares	9.87M	0.8%	+₹890 cr	Increased
Sundram Fasteners LimitedSUNDRMFAST	Automobile and Auto Components	+₹163 cr0.0% shares	7.21M	0.8%	+₹868 cr	Unchanged
Hexaware Technologies Ltd.HEXT	Information Technology	−₹10.3 cr0.0% shares	14.92M	0.8%	+₹828 cr	Unchanged
Sona BLW Precision Forgings Ltd.SONACOMS	Automobile and Auto Components	+₹43.9 cr0.0% shares	10.07M	0.8%	+₹818 cr	Unchanged
City Union Bank Ltd.CUB	Financial Services	+₹75.6 cr0.0% shares	33.33M	0.7%	+₹764 cr	Unchanged
Dixon Technologies (India) Ltd.DIXON	Consumer Durables	+₹41.2 cr0.0% shares	514.29K	0.7%	+₹764 cr	Unchanged
Indraprastha Gas Ltd.IGL	Oil Gas & Consumable Fuels	−₹7.6 cr0.0% shares	51.14M	0.7%	+₹770 cr	Unchanged
SKF India (Industrial) LimitedSKFINDUS	Capital Goods	+₹57.3 cr0.0% shares	2.35M	0.7%	+₹702 cr	Unchanged
Crompton Greaves Consumer Electricals Ltd.CROMPTON	Consumer Durables	−₹69.9 cr0.0% shares	28.77M	0.6%	+₹679 cr	Unchanged
Gujarat Fluorochemicals Ltd.FLUOROCHEM	Chemicals	+₹45.3 cr0.0% shares	1.39M	0.6%	+₹651 cr	Unchanged
Timken India Ltd.TIMKEN	Capital Goods	+₹82.1 L0.0% shares	1.95M	0.6%	+₹616 cr	Unchanged
ACC Ltd.ACC	Construction Materials	−₹38.4 cr0.0% shares	4.75M	0.6%	+₹606 cr	Unchanged
Supreme Industries Ltd.SUPREMEIND	Capital Goods	+₹15.5 cr0.0% shares	1.66M	0.5%	+₹590 cr	Unchanged
Arvind LimitedARVIND	Consumer Services	+₹34.6 cr0.0% shares	8.15M	0.4%	+₹453 cr	Unchanged
Oracle Financial Services Software Ltd.OFSS	Information Technology	+₹46.1 cr0.0% shares	340.65K	0.4%	+₹427 cr	Unchanged
Aarti Industries Ltd.AARTIIND	Chemicals	+₹27.3 cr0.0% shares	7.73M	0.4%	+₹405 cr	Unchanged
Petronet LNG Ltd.PETRONET	Oil Gas & Consumable Fuels	+₹180 cr+73.2% shares	12.99M	0.4%	+₹391 cr	Increased
SKF India LimitedSKFINDIA	Capital Goods	+₹17.5 cr0.0% shares	2.35M	0.3%	+₹366 cr	Unchanged
Vardhman Textiles Ltd.VTL	Textiles	−₹8.6 cr0.0% shares	6.24M	0.3%	+₹357 cr	Unchanged
Cholamandalam Financial Holdings Ltd.CHOLAHLDNG	Financial Services	−₹11.0 cr0.0% shares	2.26M	0.3%	+₹336 cr	Unchanged
Kec International Ltd.KEC	Construction	−₹89.0 cr−11.1% shares	8.03M	0.3%	+₹335 cr	Reduced
Vesuvius India LimitedVESUVIUS	Capital Goods	−₹26.0 cr0.0% shares	7.22M	0.3%	+₹294 cr	Unchanged
CIE Automotive India Ltd.CIEINDIA	Automobile and Auto Components	−₹12.6 cr0.0% shares	7.20M	0.3%	+₹282 cr	Unchanged
Symphony LimitedSYMPHONY	Consumer Durables	−₹37.8 cr0.0% shares	3.71M	0.2%	+₹218 cr	Unchanged
Bharti Hexacom Ltd.BHARTIHEXA	Telecommunication	−₹8.5 cr0.0% shares	1.37M	0.2%	+₹211 cr	Unchanged
Colgate Palmolive (India) Ltd.COLPAL	Fast Moving Consumer Goods	−₹19.0 cr0.0% shares	1.06M	0.2%	+₹202 cr	Unchanged
Five-Star Business Finance Ltd.FIVESTAR	Financial Services	−₹5.0 cr0.0% shares	3.86M	0.2%	+₹207 cr	Unchanged
Billionbrains Garage Ventures Ltd.GROWW	Financial Services	−₹2.3 cr0.0% shares	10.15M	0.2%	+₹195 cr	Unchanged
Navneet Education LimitedNAVNETEDUL	Consumer Services	−₹6.1 cr−3.7% shares	13.29M	0.2%	+₹179 cr	Reduced
LG Electronics India Ltd.LGEINDIA	Consumer Durables	+₹20.8 cr0.0% shares	1.00M	0.2%	+₹171 cr	Unchanged
Greenply Industries LimitedGREENPLY	Chemicals	+₹3.0 cr0.0% shares	5.44M	0.1%	+₹158 cr	Unchanged
Greenlam Industries LimitedGREENLAM	Consumer Durables	−₹3.3 cr−0.6% shares	6.10M	0.1%	+₹151 cr	Reduced
Emami Ltd.EMAMILTD	Fast Moving Consumer Goods	−₹186 cr−59.6% shares	2.99M	0.1%	+₹109 cr	Reduced
Dhanuka Agritech LimitedDHANUKA	Chemicals	−₹4.7 cr0.0% shares	1.03M	0.1%	+₹100 cr	Unchanged
KNR Constructions LimitedKNRCON	Construction	−₹75.4 cr−58.2% shares	4.42M	0.1%	+₹53.6 cr	Reduced
Greenpanel Industries LimitedGREENPANEL	Chemicals	−₹33.9 cr−27.4% shares	3.10M	0.0%	+₹48.5 cr	Reduced
Jagran Prakashan LimitedJAGRAN	Telecommunication	−₹7.8 cr−19.8% shares	4.24M	0.0%	+₹25.9 cr	Reduced

HDFC Mid Cap Fund

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Intersector Rotation

Intrasector Rotation — Healthcare

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Capital Rotation

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Intrasector Rotation — Healthcare

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