HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan

Fund House: HDFC Mutual Fund
Category: Index Fund
Launch Date: 21-04-2023
Asset Class:
Benchmark: NIFTY Midcap 150 TRI
TER: 0.3% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100
Minimum Topup: 100
Total Assets: 374.75 Cr As on 30-06-2025(Source:AMFI)
Turn over: 30.63% | Exit Load: NIL

18.3286

30.61%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Midcap 150 TRI
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Gold
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PPF
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Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnHDFC NIFTY Midcap 150 Index Fund - GrowthOption - Direct PlanHDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct PlanNIFTY MIDCAP 150 TRIIndex FundGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity

PEER COMPARISON

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

5.03%

Others

0.05%

Large Cap

9.21%

Mid Cap

85.71%

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