HDFC Nifty Mid Cap 150 Index Fund
Direct · Growth ₹19.97
18 Aug 2026
NAV
20.4%
3Y CAGR
20.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.81
Sharpe
-21.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.30%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.73 L | 17.6% | -25.5% | 62.1% |
| 3 Years | ₹36.00 L | ₹42.24 L | 10.5% | 4.2% | 13.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 17.6% | 14.4% | 9.4% | +3.2% |
| 3 Years | 10.5% | 11.1% | 12.3% | -0.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.7% | 9.9% | -6.1% | 59.5% | 0.62 | 3.85 | 90% | — | — |
| 3 Years | 20.4% | 20.0% | 17.9% | 23.8% | 7.81 | — | 100% | — | — |
-21.1%
Max Drawdown
5 mo
Drawdown Duration
9 mo
Recovery Time
-3.7%
Avg Drawdown
Calmar Ratio by Duration
0.89
1Y
0.97
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.60 | 1.07 | 109.7% | 92.3% | 10.1% | -2.9% |
| 3 Years | +10.34 | 1.05 | 110.8% | 98.0% | 18.2% | 7.8% |
| 5 Years | +8.44 | 1.04 | 109.5% | 93.3% | 14.8% | 6.4% |
| 7 Years | +5.92 | 1.04 | 109.5% | 93.3% | 10.4% | 4.5% |
| 10 Years | +4.14 | 1.04 | 109.5% | 93.3% | 7.1% | 3.1% |
| 12 Years | +3.47 | 1.04 | 109.5% | 93.3% | 5.9% | 2.6% |
| 15 Years | +2.79 | 1.04 | 109.5% | 93.3% | 4.7% | 2.1% |
143
Total Holdings
18.5%
Top 10 Weight
40
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bombay Stock Exchange Limited (BSE) | 3.14% |
| 2 | The Federal Bank Ltd. | 2.06% |
| 3 | Multi Commodity Exchange of India L | 2.03% |
| 4 | Laurus Labs Ltd. | 1.74% |
| 5 | One 97 Communications Limited | 1.69% |
| 6 | Hero MotoCorp Ltd. | 1.66% |
| 7 | Coforge Limited | 1.62% |
| 8 | Indusind Bank Ltd. | 1.57% |
| 9 | PB Fintech Limited | 1.52% |
| 10 | Bharat Heavy Electricals Ltd. | 1.51% |