HDFC Nifty Midcap 150 Index Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -4.81%
NAV: ₹18.68 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of HDFC Nifty Midcap 150 Index Fund Regular-Growth

  • ₹699.3 Cr
    AUM
  • ₹18.68
    NAV
  • 0.86%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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HDFC Nifty Midcap 150 Index Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -4.81% NA 4.37%
6 Months 0.48% NA 15.67%
1 Year 0.46% 0.46% -0.50%
2 Years 6.20% 3.05% 23.18%
3 Years 48.41% 14.06% 22.72%
View More
As on Thu Nov 05, 2026

Asset Allocation of HDFC Nifty Midcap 150 Index Fund Regular-Growth

equities

100.03%
Large Cap: 5.76%
Mid Cap: 91.68%
Small Cap: 2.56%
Other: 0.00%
Top Holdings
Bse Ltd
4.21%
Bse Ltd
3.87%
Bse Ltd
3.87%
Bse Ltd
3.87%
Bse Ltd
3.87%
 
Top Sectors
Financial
60.73%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About HDFC Nifty Midcap 150 Index Fund Regular-Growth

HDFC Nifty Midcap 150 Index Fund Regular-Growth is one Equity mutual fund offered by HDFC Mutual Fund. Launched on 21 Apr 2023, the fund aims 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. It manages assets worth ₹699.3 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.86%.
The portfolio allocation consists of 100.03% in equities.Managed by Arun Agarwal, it has delivered a return of 0.46% in the last year, a total return since inception of 19.28%.
Depending on individual goals investors may evaluate best sip in india as part of the overall investment planning.

Read more
  • Nandita Menezes

    Fund Manager

  • CA (ICAI, INDIA), B.Com (University of Mumbai)

    Manager Education

  • Arun Agarwal

    Fund Manager

  • Mr. Agarwal is a B.Com. and Chartered Accountant

    Manager Education

Key Metrics of HDFC Nifty Midcap 150 Index Fund Regular-Growth

  • Standard Deviation
    18.51%
  • Mean
    13.59%
  • Sharpe Ratio
    0.43%
  • Alpha
    -0.76%
  • Beta
    1.00%
  • Sortino Ratio
    0.59%

HDFC Nifty Midcap 150 Index Fund Regular-Growth Fund Details

Fund Names HDFC Nifty Midcap 150 Index Fund Regular-Growth
Inception Date 21 Apr 2023
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹100
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
HDFC Nifty Midcap 150 Index Fund Regular-Growth Fund Returns Comparison

Compare HDFC Nifty Midcap 150 Index Fund Regular-Growth with other mutual funds in the same category

HDFC Nifty Midcap 150 Index Fund Regular-Growth

Motilal Oswal Midcap Fund Direct-Growth

Motilal Oswal Midcap Fund Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal Midcap Fund Direct-Growth trend ₹40,208 2.36% -1.26% -2.41% 17.71% 18.64%
Motilal Oswal Midcap Fund Direct-IDCW trend ₹40,208 2.36% -1.26% -2.41% 17.71% 18.64%
Invesco India Mid Cap Fund Direct-Growth trend ₹15,780 1.98% -4.02% 4.69% 22.88% 18.01%
Invesco India Mid Cap Fund Direct-IDCW trend ₹15,780 1.98% -4.02% 4.69% 22.88% 18.01%
HSBC Midcap Fund Direct-Growth trend ₹16,800 0.88% -2.20% 13.76% 21.85% 17.57%
HSBC Midcap Fund Direct-IDCW trend ₹16,800 0.88% -2.20% 13.76% 21.85% 17.57%
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 1.68% -5.17% -0.16% 16.14% 17.55%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 1.68% -5.17% -0.16% 16.14% 17.55%
Motilal Oswal Midcap Fund Regular-Growth trend ₹40,208 2.29% -1.44% -3.16% 16.62% 17.45%
Motilal Oswal Midcap Fund Regular-IDCW trend ₹40,208 2.29% -1.44% -3.16% 16.62% 17.45%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from HDFC Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
HDFC Mid Cap Fund Regular-Growth increase ₹101,856 1.63% -5.30% 1.82% -0.75% 15.41%
HDFC Mid Cap Fund Direct-Growth increase ₹101,856 1.68% -5.17% 2.11% -0.16% 16.14%
HDFC Mid Cap Fund Direct-IDCW increase ₹101,856 1.68% -5.17% 2.11% -0.16% 16.14%
HDFC Mid Cap Fund Regular-IDCW increase ₹101,856 1.63% -5.30% 1.82% -0.75% 15.41%
HDFC Nifty Midcap 150 Index Fund Direct-Growth increase ₹699 1.07% -6.28% -1.07% -0.97% 13.96%
HDFC Nifty Midcap 150 ETF-Growth increase ₹157 1.09% -6.26% -1.03% -0.81% 14.24%
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increase growth is based on 1-month returns of the funds

HDFC Nifty Midcap 150 Index Fund Regular-Growth Calculator

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Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
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Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 ₹223.14 16.14% 17.55% 17.11%
HDFC Mid Cap Fund Regular-Growth trend ₹101,856 ₹201.05 15.41% 16.78% 16.23%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 ₹79.23 16.14% 17.55% 17.11%
HDFC Mid Cap Fund Regular-IDCW trend ₹101,856 ₹50.44 15.41% 16.78% 16.23%
Kotak Mid Cap Fund Direct-Growth trend ₹66,613 ₹160.87 15.89% 14.94% 17.22%
Kotak Mid Cap Fund Regular-Growth trend ₹66,613 ₹137.19 14.69% 13.68% 15.83%
Kotak Mid Cap Fund Regular-IDCW trend ₹66,613 ₹75.35 14.69% 13.68% 15.83%
Kotak Mid Cap Fund Direct-IDCW trend ₹66,613 ₹95.85 15.89% 14.94% 17.22%
Nippon India Growth Mid Cap Fund Direct-Growth trend ₹50,176 ₹4,767.89 16.91% 16.22% 17.89%
Nippon India Growth Mid Cap Fund-Growth trend ₹50,176 ₹4,308.62 15.98% 15.30% 17.01%
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Top funds are based on Fund AUM

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HDFC Nifty Midcap 150 Index Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Bse LtdFinancial4.21%₹26.02 Cr
Bse LtdFinancial3.87%₹25.16 Cr
Bse LtdFinancial3.87%₹25.16 Cr
Bse LtdFinancial3.87%₹25.16 Cr
Bse LtdFinancial3.87%₹25.16 Cr
Bse LtdFinancial3.14%₹22.79 Cr
Bse LtdFinancial3.14%₹22.79 Cr
Bse LtdFinancial3.14%₹22.79 Cr
Bse LtdFinancial3.14%₹22.79 Cr
Bse LtdFinancial3.14%₹22.79 Cr
Bse LtdFinancial3.14%₹22.79 Cr
Bse LtdFinancial3.79%₹22.14 Cr
Bse LtdFinancial3.13%₹16.05 Cr
The Federal Bank LtdFinancial2.06%₹14.94 Cr
The Federal Bank LtdFinancial2.06%₹14.94 Cr
The Federal Bank LtdFinancial2.06%₹14.94 Cr
The Federal Bank LtdFinancial2.06%₹14.94 Cr
The Federal Bank LtdFinancial2.06%₹14.94 Cr
The Federal Bank LtdFinancial2.06%₹14.94 Cr
Bse LtdFinancial2.92%₹14.83 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal Midcap Fund Direct-Growth increase ₹115.88 17.71% 18.64% -
Motilal Oswal Midcap Fund Direct-IDCW increase ₹47.26 17.71% 18.64% -
Invesco India Mid Cap Fund Direct-Growth increase ₹233.94 22.88% 18.01% -
Invesco India Mid Cap Fund Direct-IDCW increase ₹81.67 22.88% 18.01% -
HSBC Midcap Fund Direct-Growth increase ₹517.63 21.85% 17.57% -
HSBC Midcap Fund Direct-IDCW increase ₹91.33 21.85% 17.57% -
HDFC Mid Cap Fund Direct-Growth increase ₹223.14 16.14% 17.55% -
HDFC Mid Cap Fund Direct-IDCW increase ₹79.23 16.14% 17.55% -
Motilal Oswal Midcap Fund Regular-Growth increase ₹100.14 16.62% 17.45% -
Motilal Oswal Midcap Fund Regular-IDCW increase ₹45.25 16.62% 17.45% -
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increase growth is based on 5Y returns of the funds

Frequently Asked Questions

HDFC Nifty Midcap 150 Index Fund Regular-Growth

What is the current AUM of HDFC Nifty Midcap 150 Index Fund Regular-Growth?

As of Wed Sep 30, 2026, HDFC Nifty Midcap 150 Index Fund Regular-Growth manages assets worth ₹699.3 crore

How has HDFC Nifty Midcap 150 Index Fund Regular-Growth performed recently?

  • 3 Months: -4.81%
  • 6 Months: 0.48%

What is the long-term performance of HDFC Nifty Midcap 150 Index Fund Regular-Growth?

  • 3 Years CAGR: 14.06%
  • Since Inception: 19.28%

What is the portfolio composition of HDFC Nifty Midcap 150 Index Fund Regular-Growth?

Equity: 100.03%, Others: -0.03%.

Who manages HDFC Nifty Midcap 150 Index Fund Regular-Growth?

HDFC Nifty Midcap 150 Index Fund Regular-Growth is managed by Arun Agarwal from HDFC Mutual Fund.

What is the market-cap allocation of HDFC Nifty Midcap 150 Index Fund Regular-Growth?

Large Cap: 5.76%, Mid Cap: 91.68%, Small Cap: 2.56%.

Which are the top companies HDFC Nifty Midcap 150 Index Fund Regular-Growth has invested in?

  • BSE Ltd – 4.21% of the fund's portfolio
  • BSE Ltd – 3.87% of the fund's portfolio
  • BSE Ltd – 3.87% of the fund's portfolio
  • BSE Ltd – 3.87% of the fund's portfolio
  • BSE Ltd – 3.87% of the fund's portfolio

Which are the major sectors HDFC Nifty Midcap 150 Index Fund Regular-Growth focuses on?

  • Financial – 60.73% of the fund's portfolio
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