HDFC Nifty Mid Cap 150 Index Fund
Direct · Growth ₹19.61
06 Jul 2026
NAV
20.7%
3Y CAGR
20.2%
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.
8.25
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 | ₹12.72 L | 17.7% | -25.5% | 62.1% |
| 3 Years | ₹36.00 L | ₹42.19 L | 10.4% | 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 | 17.7% | 14.5% | 9.2% | +3.2% |
| 3 Years | 10.4% | 11.2% | 12.9% | -0.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.8% | 9.6% | -6.1% | 59.5% | 0.62 | 3.85 | 90% | — | — |
| 3 Years | 20.7% | 20.4% | 17.9% | 23.8% | 8.25 | — | 100% | — | — |
-21.1%
Max Drawdown
5 mo
Drawdown Duration
9 mo
Recovery Time
-3.8%
Avg Drawdown
Calmar Ratio by Duration
0.89
1Y
0.98
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.75 | 1.08 | 110.0% | 97.1% | 8.6% | -1.6% |
| 3 Years | +10.63 | 1.05 | 110.9% | 97.6% | 17.9% | 7.3% |
| 5 Years | +8.00 | 1.04 | 109.5% | 94.1% | 14.6% | 6.6% |
| 7 Years | +5.62 | 1.04 | 109.5% | 94.1% | 10.2% | 4.7% |
| 10 Years | +3.93 | 1.04 | 109.5% | 94.1% | 7.0% | 3.2% |
| 12 Years | +3.30 | 1.04 | 109.5% | 94.1% | 5.8% | 2.7% |
| 15 Years | +2.67 | 1.04 | 109.5% | 94.1% | 4.6% | 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 | GE T&D INDIA LIMITED | 1.58% |
| 6 | Hero MotoCorp Ltd. | 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% |