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MF_118989

HDFC Mid Cap Fund - Growth Option - Direct Plan

Equity Scheme - Mid Cap Fund

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End Amount
₹114,892.28
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
19.30%
MF_118989 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
13.78%
Real Annualized Return
Alpha
0.08
Excess Return vs Benchmark
Beta
0.99
Volatility vs Benchmark
Sharpe Ratio
0.76
Risk-Adjusted Return
Sortino Ratio
1.15
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 60% 41% 27%
60 days 63% 28% 15%
90 days 67% 23% 12%
180 days 74% 18% 10%
1Yr 81% 15% 9%
3Yr 78% 11% 5%
5Yr 79% 8% 1%
7Yr 100% 5% 0%
10Yr 100% 7% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HDFC Mid Cap Fund - Growth Option - Direct Plan Nifty 50
30 days -22.6% | -66.8% | 27.8% | 245.8% 26.6% | -61.9% | 14.2% | 180.7%
60 days -43.9% | -52.4% | 25.0% | 158.9% -23.0% | -45.3% | 16.7% | 120.0%
90 days -30.8% | -41.6% | 22.9% | 135.5% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -3.0% | -14.0% | 16.9% | 84.9% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 15.5% | -2.4% | 23.0% | 38.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 16.9% | 5.2% | 18.3% | 33.7% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 21.2% | 13.5% | 18.5% | 23.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 16.3% | 16.6% | 19.7% | 23.9% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 24 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Nov. 28, 2013 317 days 19% Nifty 50: 12% 10135 8249 10164
July 7, 2014 Aug. 15, 2014 39 days 6% Nifty 50: 4% 15978 14966 16049
Sept. 12, 2014 Oct. 31, 2014 49 days 6% Nifty 50: 4% 17632 16594 17684
Dec. 4, 2014 Dec. 31, 2014 27 days 6% Nifty 50: 6% 19346 18181 19426
Jan. 28, 2015 March 3, 2015 34 days 6% Nifty 50: 4% 20314 19196 20396
March 12, 2015 April 8, 2015 27 days 5% Nifty 50: 5% 20480 19441 20565
April 13, 2015 July 16, 2015 94 days 9% Nifty 50: 10% 20903 19107 20920
Aug. 19, 2015 June 30, 2016 316 days 19% Nifty 50: 18% 21722 17626 21958
Oct. 25, 2016 Feb. 4, 2017 102 days 13% Nifty 50: 9% 25712 22425 25861
May 16, 2017 July 7, 2017 52 days 6% Nifty 50: 2% 29054 27356 29095
Aug. 1, 2017 Sept. 12, 2017 42 days 5% Nifty 50: 4% 29855 28329 30080
Jan. 8, 2018 Nov. 20, 2020 1047 days 40% Nifty 50: 26% 34052 20597 34202
Jan. 12, 2021 Feb. 3, 2021 22 days 5% Nifty 50: 6% 38892 36928 39426
March 4, 2021 May 6, 2021 63 days 6% Nifty 50: 5% 43085 40316 43334
Oct. 18, 2021 Aug. 13, 2022 299 days 17% Nifty 50: 16% 55485 46077 55782
Sept. 15, 2022 Nov. 5, 2022 51 days 6% Nifty 50: 6% 59069 55282 59481
Dec. 14, 2022 May 4, 2023 141 days 8% Nifty 50: 9% 61047 56139 61389
Sept. 11, 2023 Nov. 11, 2023 61 days 6% Nifty 50: 6% 77701 72910 78244
March 4, 2024 April 1, 2024 28 days 6% Nifty 50: 3% 92218 86946 92384
July 31, 2024 Sept. 3, 2024 34 days 5% Nifty 50: 4% 111045 105445 111126
Sept. 24, 2024 Dec. 14, 2024 81 days 7% Nifty 50: 10% 113835 105350 113903
Dec. 16, 2024 June 27, 2025 193 days 17% Nifty 50: 10% 113903 94815 114062
Feb. 11, 2026 June 20, 2026 129 days 13% Nifty 50: 14% 120845 105652 121079
Aug. 25, 2026 Oct. 30, 2026 66 days 10% Nifty 50: 9% 126405 113529 114892