Returns
26.64%
Inception Date
21/04/2023
Very High
Min SIP
₹ 100
Ideal for
Wealth Creation
more than 3 years
An entry load is a fee charged to investors when they purchase units of a Mutual Fund scheme. This fee was used to cover distribution and marketing expenses incurred by the Asset Management Company (AMC). Currently, Mutual Funds in India do not levy entry loads.
NA
A lock-in period is the fixed duration during which investors cannot sell or redeem their investments/Mutual Fund units. For example, Equity Linked Savings Schemes (ELSS) Funds have a 3-year lock-in.
NA
Net Asset Value (NAV) per unit is the total market value of securities of a scheme minus liabilities divided by the total number of outstanding units on a given date.
NA
Assets Under Management (AUM) is the total market value of all assets that a Mutual Fund manages on behalf of its investors.
₹387.86 Cr.
A benchmark is a standard market index used to compare a Fund’s performance. It helps investors know whether the Fund is performing better, worse, or similar to the market.
Performance
| Scheme Returns (%) | |
| Benchmark Returns (%)# | |
| Additional Benchmark Returns (%)## | |
| Value of Investment of Rs 10,000 | |
| Scheme Returns (Rs.) | |
| Benchmark (Rs.)# | |
| Additional Benchmark (Rs.)## | |
- ^Past performance may or may not be sustained in future and is not a guarantee of any future returns. # Nifty Midcap 150 Index TRI...Read More
Fund Managers
Nandita Menezes
Fund Manager and Dealer - Equities
Mr. Arun Agarwal
Senior Fund Manager
Top 10 Holdings
As on 31 Aug 2025
Downloads
HDFC NIFTY Midcap 150 Index Fund
SID - HDFC NIFTY Midcap 150 Index Fund dated May 30, 2025
KIM - HDFC NIFTY Midcap 150 Index Fund dated May 30, 2025
Fund Facts -HDFC NIFTY Midcap 150 Index Fund (Aug 25)
HDFC Thinking beyond the Nifty 50 (August 2025)
Exit Load
NIL
Product Labelling
Benchmark Riskometer
This product is suitable for investors who are seeking~
- Returns that are commensurate (before fees and expenses) with the performance of the NIFTY Midcap 150 Index (TRI) over long term, subject to tracking error.
- Investment in equity securities covered by the NIFTY Midcap 150 Index
~Investors should consult their financial advisers, if in doubt about whether the product is suitable for them.
NIFTY Disclaimer: The above mentioned Schemes offered by HDFC Asset Management Company Limited (HDFC AMC) having benchmark as NSE Indices are not sponsored, endorsed, sold or promoted by NSE INDICES LIMITED (formerly known as India Index Services & Products Limited (IISL)). NSE INDICES LIMITED does not make any representation or warranty, express or implied (including warranties of merchantability or fitness for particular purpose or use) and disclaims all liability to the owners of the Products or any member of the public regarding the advisability of investing in securities generally or in the Products linked to the NIFTY Indices to track general stock market performance in India. Please read the full Disclaimers in the Offer Document of the Products.
FAQs
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.