HDFC NIFTY Midcap 150 Index Fund - Growth Option

Fund House: HDFC Mutual Fund
Category: Index Fund
Launch Date: 21-04-2023
Asset Class:
Benchmark: NIFTY Midcap 150 TRI
TER: 0.83% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 260.82 Cr As on 29-11-2024(Source:AMFI)
Turn over: 30.63%

18.0439

41.42%

PERFORMANCE

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

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
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The shcheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Midcap 150 Index, subject to tracking error.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC NIFTY Midcap 150 Index Fund - Growth Option 21-04-2023 23.91 - - - -
ICICI Prudential Nifty Pharma Index Fund - Growth 14-12-2022 32.81 34.26 - - -
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option 10-07-2023 32.27 - - - -
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth 01-12-2022 31.49 40.05 - - -
Bandhan Nifty Alpha 50 Index Fund - Regular Plan - Growth 09-11-2023 31.45 - - - -
ICICI Prudential Nifty Auto Index Fund - Growth 11-10-2022 30.64 37.32 - - -
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan 20-10-2022 30.56 39.29 - - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 30.39 40.29 13.61 - -
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 03-03-2021 28.84 27.47 17.75 - -
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 05-06-2018 28.77 27.51 17.55 19.36 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

3.82%

Others

0.04%

Large Cap

1.42%

Mid Cap

94.72%

Scheme Documents

There are no scheme documents available

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