Vijay Malik Financial Services
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HDFC Mutual Fund
HDFC Mutual Fund · Regular · 10+ years of NAV data
Mid cap funds invest a minimum of 65% of their assets in companies ranked 101–250 by market capitalisation. This segment sits at the intersection of growth potential and institutional attention: large enough to have proven business models, small enough that information asymmetry still creates alpha opportunities for skilled active managers. Historically, mid caps have delivered superior long-term returns compared to large caps, but with meaningfully higher volatility — particularly during liquidity crunches when institutional selling can gap prices down sharply. SEBI's 2017 recategorisation added clarity to what a mid cap fund must own, reducing the style drift that previously made comparisons difficult. For an Indian equity portfolio, mid caps are typically sized at 15–25% allocation — enough to contribute meaningfully to returns, small enough that a sharp correction doesn't derail the plan. The ideal holding period is 7+ years.
Risk profile: This fund is classified as VeryHigh risk under SEBI's riskometer. Standard deviation: 15.97%. Maximum drawdown: 40.69%. Past performance is not indicative of future results. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.