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  • HDFC NIFTY Midcap 150 Index Fund (Growth)
HDFC Mutual Funds

HDFC NIFTY Midcap 150 Index Fund (Growth)

EquityIndex Funds

16.5274

NAV (May 23)

58.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.5274

NAV (May 23)

Fund Returns

Last 1Y
57.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
58.8%
6 Month CAGR
24.6%

Scheme Information

Investment Objective

To generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Midcap 150 Index,subject to tracking error.

Expense Ratio
0.93
Launched (1y ago)
Apr 21, 2023
AUM in Crores
129.901
ISIN
INF179KC1GD6
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Nirman Morakhia

Fund Manager

Arun Agarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC NIFTY Midcap 150 Index Fund (Growth)70%37,37,868 30,05,25657.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-05-23

Top Stock Holdings

max healthcare institute ltd ordinary shares

2.2%
2.2%

indian hotels co ltd

1.8%
1.8%

yes bank ltd

1.6%
1.6%

cummins india ltd

1.6%
1.6%

suzlon energy ltd

1.5%
1.5%
See all holdings

Allocation by Sector

industrials

21%
21%

financial services

19.7%
19.7%

basic materials

12.9%
12.9%

consumer cyclical

12.2%
12.2%

healthcare

10.9%
10.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 694,519 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

25.9%

13.1%

13.4%

6.6%

6%

7.8%

5.2%

5.9%

6.4%

6%

HDFC NIFTY Midcap 150 Index Fund (G) Review

HDFC NIFTY Midcap 150 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 58.8% over a period of 1 years. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Arun Agarwal, Nirman Morakhia.

Nav of HDFC NIFTY Midcap 150 Index Fund (G) as of 5/23/2024 is ₹16.53 with the total AUM as of 5/24/2024 is ₹129.901. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC NIFTY Midcap 150 Index Fund (G) was launched on Apr 21, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for HDFC NIFTY Midcap 150 Index Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

HDFC NIFTY Midcap 150 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Midcap 150 TR INR.

HDFC NIFTY Midcap 150 Index Fund (G) is rated as a 0 fund in Equity and delivered 57.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC NIFTY Midcap 150 Index Fund (G).

Frequently Asked Questions

What is HDFC NIFTY Midcap 150 Index Fund (G)?

HDFC NIFTY Midcap 150 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HDFC NIFTY Midcap 150 Index Fund (G)?

You can invest in HDFC NIFTY Midcap 150 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HDFC NIFTY Midcap 150 Index Fund (G)?

The minimum sip amount for HDFC NIFTY Midcap 150 Index Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is HDFC NIFTY Midcap 150 Index Fund (G) good to invest in?

As per Scripbox experts, HDFC NIFTY Midcap 150 Index Fund (G) is a Not Reviewed Yet fund. You can investHDFC NIFTY Midcap 150 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HDFC NIFTY Midcap 150 Index Fund (G)?

The expense ratio of the HDFC NIFTY Midcap 150 Index Fund (G) is 0.93% for regular plan.