55
Index — Mid CapHold
HDFC Nifty Midcap 150 Index
HDFC · Direct–Growth · rank #9 of 24 by Smart Score
Data updated
Trailing returns
1 Year
9.7%
-0.2% vs index
3 Years
15.9%
-0.4% vs index
5 Years
—
Since launch
22.5%
Year-by-year performance
2024
+23.8%-0.4% vs index
2025
+5.5%-0.3% vs index
2026
+4.2%-0.2% vs index
Why this score
HDFC Nifty Midcap 150 Index scores 55/100 — #9 of 24 Index — Mid Cap fund (Hold). It stands out for expense ratio and sharpe ratio — beating 81% of peers on expense ratio. The main drag is its 3y return (better than only 30% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
3Y return15.86% · 30th percentile in category
Expense ratio0.35% · 81st percentile in category
Sharpe ratio0.55 · 68th percentile in category
Fund size687.11 Cr · 69th percentile in category
Volatility17.12 · 62nd percentile in category
Sortino ratio0.73 · 65th percentile in category
Top holdings
1.BSE Ltd3.57%
2.The Federal Bank Ltd2.12%
3.Laurus Labs Ltd1.69%
4.Hero Motocorp Ltd1.67%
5.Multi Commodity Exchange Of India Ltd1.64%
150 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.