Index — Mid CapHold

HDFC Nifty Midcap 150 Index

HDFC · Direct–Growth · rank #9 of 23 by Smart Score

Data updated 22 Jul 2026

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Trailing returns

vs Nifty Midcap 150 (index-fund proxy)

1 Year

5.5%

-0.3% vs index

3 Years

19.0%

-0.4% vs index

5 Years

—

Since launch

23.4%

Year-by-year performance

last entry = YTD

2024

+23.8%-0.4% vs index

2025

+5.5%-0.3% vs index

2026

+4.2%-0.1% vs index

Why this score

HDFC Nifty Midcap 150 Index scores 52/100 — #9 of 23 Index — Mid Cap fund (Hold). It stands out for volatility and expense ratio — beating 71% of peers on volatility. The main drag is its 3y return (better than only 25% of peers).

Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.

3Y return18.97% · 25th percentile in category

Volatility17.15 · 71st percentile in category

Expense ratio0.35% · 72nd percentile in category

Sharpe ratio0.73 · 62nd percentile in category

Fund size650.60 Cr · 67th percentile in category

Sortino ratio0.97 · 56th percentile in category

Other Index — Mid Cap funds

Motilal Oswal Nifty Midcap 150 Index Dir

3Y 19.4%

Axis Nifty Midcap 50 Index

3Y 20.1%

ABSL Nifty Midcap 150 Index

3Y 19.3%

Tata Nifty Midcap 150 Index

3Y —