HDFC Nifty Mid Cap 150 Index Fund
Direct · Growth ₹17.99
30 Oct 2026
NAV
18.2%
3Y CAGR
18.0%
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.
3.52
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 | ₹12.68 L | 16.5% | -25.5% | 62.1% |
| 3 Years | ₹36.00 L | ₹42.00 L | 9.6% | 0.7% | 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 | 16.5% | 14.3% | 5.6% | +2.3% |
| 3 Years | 9.6% | 11.0% | 11.9% | -1.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.5% | 9.1% | -6.1% | 59.5% | 0.57 | 3.27 | 89% | — | — |
| 3 Years | 18.2% | 18.5% | 12.1% | 23.8% | 3.52 | — | 100% | — | — |
-21.1%
Max Drawdown
5 mo
Drawdown Duration
9 mo
Recovery Time
-3.8%
Avg Drawdown
Calmar Ratio by Duration
0.83
1Y
0.86
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.59 | 1.04 | 103.5% | 92.3% | -4.0% | -12.0% |
| 3 Years | +7.40 | 1.04 | 106.5% | 97.2% | 13.6% | 6.2% |
| 5 Years | +7.40 | 1.03 | 107.4% | 93.7% | 12.6% | 5.3% |
| 7 Years | +5.21 | 1.03 | 107.4% | 93.7% | 8.9% | 3.7% |
| 10 Years | +3.65 | 1.03 | 107.4% | 93.7% | 6.1% | 2.6% |
| 12 Years | +3.05 | 1.03 | 107.4% | 93.7% | 5.1% | 2.2% |
| 15 Years | +2.46 | 1.03 | 107.4% | 93.7% | 4.0% | 1.7% |
144
Total Holdings
16.8%
Top 10 Weight
40
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Multi Commodity Exchange of India L | 2.07% |
| 2 | The Federal Bank Ltd. | 1.93% |
| 3 | Laurus Labs Ltd. | 1.90% |
| 4 | One 97 Communications Limited | 1.78% |
| 5 | Hero MotoCorp Ltd. | 1.68% |
| 6 | Indian Hotels Company Ltd. | 1.58% |
| 7 | Coforge Limited | 1.50% |
| 8 | Bharat Heavy Electricals Ltd. | 1.49% |
| 9 | Indusind Bank Ltd. | 1.46% |
| 10 | Au Small Finance Bank Ltd. | 1.45% |