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 (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| Total Assets: 260.49 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 30.63% |
16.089
-0.05 (-0.2878%)
27.92%
Benchmark: 17.27%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
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 | 7.01 | - | - | - | - |
| Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option | 14-08-2023 | 15.15 | - | - | - | - |
| Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth | 26-10-2020 | 12.25 | 27.99 | 15.23 | - | - |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth | 29-07-2022 | 11.56 | 30.89 | - | - | - |
| ICICI Prudential NASDAQ 100 Index Fund - Growth | 01-10-2021 | 11.3 | 27.27 | 14.28 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.16%
Others
-0.27%
Large Cap
5.96%
Mid Cap
88.15%
