An open ended scheme replicating/ NIFTY Midcap 150 Index (TRI)

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. There is no assurance that the investment objective of the Scheme will be realized.

What is the Nifty Midcap 150 Index?

The Nifty Midcap 150 Index comprises the midcap universe of stocks in India, representing approximately the 101st to 250th companies based on full market capitalization from NIFTY 500. It provides investors with exposure to the growth potential of these mid-sized companies.

Why HDFC Nifty Midcap 150 Index Fund?

• Returns Aligned with Nifty Midcap 150 TRI: The Index Fund aims to replicate the performance of the Nifty Midcap 150 Total Return Index (TRI), allowing investors to aim for returns similar to the Nifty Midcap 150 index. This index represents the performance of India's midcap universe of companies.
• Diversified Exposure to Midcap Universe: By investing in a single Index Fund, investors gain diversified exposure to the midcap universe of companies in India. This provides a broad spread of investment across 150 midcap companies, reducing individual company-specific risks.
• Lower Costs: Lower expenses makes investing HDFC Nifty Midcap 150 Index Fund a cost-effective way for investors to earn index linked returns.
• Simple and Effective Investment Approach: The HDFC Nifty Midcap 150 Index Fund offers a straightforward investment option for a potential long-term wealth creation. It is considered to be an efficient way for investors seeking exposure to the growth potential of midcap companies in India.
• Potential for Future Large Caps: The Index Fund invests in companies with robust business models and significant growth potential, giving investors exposure to firms that may become tomorrow's large-cap companies.s

Who should buy the HDFC Nifty Midcap 150 Index Fund?

The HDFC Nifty Midcap 150 Index Fund is suitable for investors who are interested in gaining exposure to the midcap segment companies in India. It is particularly suitable for investors who:

• Seek diversification beyond large-cap companies
• Prefer a low-cost investment option
• Have a long-term investment horizon aimed at wealth creation
• Who can take a higher risk

What is the ideal investment time horizon for the HDFC Nifty Midcap 150 Index Fund?

The HDFC Nifty Midcap 150 Index Fund is suitable for investors with a time horizon of 3 years and above.

For current constituents of NIFTY Midcap 150 Total Returns Index (TRI) please click here.

For changes to Index constituents, please click here.