54
Index — Mid CapHold
HDFC Nifty Midcap 150 Index
HDFC · Direct–Growth · rank #9 of 24 by Smart Score
Data updated
Trailing returns
1 Year
-1.1%
-0.2% vs index
3 Years
12.6%
-0.3% vs index
5 Years
—
Since launch
19.0%
Year-by-year performance
2024
+23.8%-0.4% vs index
2025
+5.5%-0.3% vs index
2026
-3.3%-0.2% vs index
Why this score
HDFC Nifty Midcap 150 Index scores 54/100 — #9 of 24 Index — Mid Cap fund (Hold). It stands out for expense ratio and fund size — beating 83% of peers on expense ratio. The main drag is its 3y return (better than only 35% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
Expense ratio0.34% · 83rd percentile in category
3Y return12.59% · 35th percentile in category
Fund size699.27 Cr · 69th percentile in category
Sharpe ratio0.35 · 62nd percentile in category
Sortino ratio0.47 · 62nd percentile in category
Alpha-2.38 · 38th percentile in category
Top holdings
1.Multi Commodity Exchange Of India Ltd2.07%
2.The Federal Bank Ltd1.93%
3.Laurus Labs Ltd1.9%
4.One 97 Communications Ltd1.78%
5.Hero Motocorp Ltd1.68%
149 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.