HDFC Nifty Mid Cap 150 Index Fund
Direct · Growth ₹19.54
18 Jun 2026
NAV
21.8%
3Y CAGR
21.3%
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.
11.53
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.
NA
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 | 18.0% | -25.5% | 62.1% |
| 3 Years | ₹36.00 L | ₹41.93 L | 10.0% | 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 | 18.0% | 14.5% | 9.1% | +3.5% |
| 3 Years | 10.0% | 11.2% | 13.2% | -1.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.6% | 10.3% | -6.1% | 59.5% | 0.65 | 4.00 | 89% | — | — |
| 3 Years | 21.8% | 22.3% | 19.3% | 23.8% | 11.53 | — | 100% | — | — |
-21.1%
Max Drawdown
5 mo
Drawdown Duration
9 mo
Recovery Time
-3.9%
Avg Drawdown
Calmar Ratio by Duration
0.93
1Y
1.04
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.49 | 1.11 | 113.1% | 100.0% | 6.4% | -3.1% |
| 3 Years | +11.19 | 1.06 | 111.6% | 97.8% | 20.0% | 8.7% |
| 5 Years | +7.90 | 1.05 | 111.1% | 95.5% | 14.2% | 6.3% |
| 7 Years | +5.58 | 1.05 | 111.1% | 95.5% | 9.9% | 4.5% |
| 10 Years | +3.93 | 1.05 | 111.1% | 95.5% | 6.9% | 3.1% |
| 12 Years | +3.30 | 1.05 | 111.1% | 95.5% | 5.7% | 2.6% |
| 15 Years | +2.69 | 1.05 | 111.1% | 95.5% | 4.5% | 2.1% |
143
Total Holdings
18.6%
Top 10 Weight
40
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bombay Stock Exchange Limited (BSE) | 4.21% |
| 2 | Multi Commodity Exchange of India L | 1.87% |
| 3 | The Federal Bank Ltd. | 1.77% |
| 4 | Suzlon Energy Ltd | 1.72% |
| 5 | Hero MotoCorp Ltd. | 1.58% |
| 6 | GE T&D INDIA LIMITED | 1.58% |
| 7 | Bharat Heavy Electricals Ltd. | 1.51% |
| 8 | Indusind Bank Ltd. | 1.49% |
| 9 | PB Fintech Limited | 1.44% |
| 10 | Indus Towers Limited | 1.42% |