What is the 5-year rolling return of HDFC Mid Cap Fund?

Across 2,128 overlapping 5-year holding periods between 1 January 2013 and 18 August 2026, the Direct plan of HDFC Mid Cap Fund returned an average of 19.59% a year, with a median of 18.62%. The best 5-year stretch returned 37.60% a year and the worst returned 0.79%.

Has HDFC Mid Cap Fund ever lost money over 5 years?

No. Every one of the 2,128 5-year holding periods in this fund's history ended in profit. The weakest returned 0.79% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of HDFC Mid Cap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 19.59% a year on the Direct plan against 18.64% on the Regular plan, a difference of 0.95% a year.

HDFC Mutual Fund

HDFC Mid Cap Fund — rolling returns

Mid Cap · NAV data as of 18 August 2026

3,354 daily NAV records since 1 January 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,128 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Direct plan · showing data from 1 January 2013 to 18 August 2026

Windows computed

2,128

Average return

19.59%

Median return

18.62%

Standard deviation

7.95%

Best 5-year window

37.60%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

0.79%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%: 100.0% (2,128 of 2,128)
Above 8%: 94.4% (2,009 of 2,128)
Above 12%: 82.1% (1,748 of 2,128)
Above 15%: 66.0% (1,405 of 2,128)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 427 of 2,128 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for HDFC Mid Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	24.72%	21.20%	19.59%	18.32%	20.29%
Median	17.29%	23.16%	18.62%	18.30%	19.82%
Minimum	-32.65%	-8.53%	0.79%	12.50%	16.53%
Maximum	102.58%	43.40%	37.60%	24.43%	24.53%
Std deviation	26.38%	10.62%	7.95%	2.43%	1.90%
Consistency
Above 0%	86.83%	95.96%	100.00%	100.00%	100.00%
Above 8%	71.55%	87.15%	94.41%	100.00%	100.00%
Above 12%	60.24%	81.55%	82.14%	100.00%	100.00%
Above 15%	53.69%	74.11%	66.02%	88.74%	100.00%
Coverage
Windows computed	3,114	2,623	2,128	1,634	897

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 0.95% a year more than Regular.

This fund's Regular plan has NAV going back to 5 July 2007, but its Direct plan only began on 1 January 2013. The 1,350 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for HDFC Mid Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	19.59%	18.64%
Best window	37.60%from 24 Mar 2020	36.67%from 24 Mar 2020
Worst window	0.79%from 23 Mar 2015	-0.14%from 23 Mar 2015
Windows computed	2,128	2,128

Compare with other funds

Other Mid Cap funds

5-year rolling return (Direct)

Related Small Cap funds

5-year rolling return (Direct)

Axis Small Cap Fund21.52%

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.