HDFC NIFTY Midcap 150 Index Fund

Equity Small CapVery High RiskGrowthInception 21-Apr-2023

Overview

Current NAV
18.8151
As on 30-Dec-2025
Fund Size
465.122 Cr
Managed by Arun Agarwal
Expense Ratio
0.3%
Latest reported
Exit Load Rules
1
Conditions apply

Scheme Snapshot

This growth scheme operates in the equity small cap category with a risk profile of Very High Risk. Inception date 21-Apr-2023. Use the navigation above to explore performance, risk, portfolio holdings, analysis & exit load structure.

Data shown is for informational purposes only and may be delayed.

Returns

Green = Positive, Red = Negative
PeriodAbsolute %CAGR %Category %Index %
1D-0.41
1W-1.03
1M-1.34
3M5.143.79
6M1.33-0.01
1Y5.021.96
3Y21.62
5Y21.53
10Y

Top Holdings

Portfolio Allocation (Top 8+)

BSE Ltd.
EQ
Services
3.08
Hero Motocorp Ltd.
EQ
Automobile
2.08
Persistent Systems Ltd.
EQ
Technology
1.77
Suzlon Energy Ltd.
EQ
Capital Goods
1.70
Coforge Ltd.
EQ
Technology
1.66
The Federal Bank Ltd.
EQ
Financial
1.65
PB Fintech Ltd.
EQ
Services
1.60
Cummins India Ltd.
EQ
Capital Goods
1.57
Dixon Technologies (India) Ltd.
EQ
Capital Goods
1.56
Indusind Bank Ltd.
EQ
Financial
1.47
HDFC Asset Management Company Ltd.
EQ
Financial
1.41
AU Small Finance Bank Ltd.
EQ
Financial
1.40

Analysis Highlights

PROS
Exit load is zero
PROS
Lower expense ratio: 0.3%
PROS
1Y annualised returns higher than category average by 3.06%

Exit Load

  • No description2023-04-06
Ask AI