51
Index — Mid CapHold
HDFC Nifty Midcap 150 Index
HDFC · Direct–Growth · rank #9 of 24 by Smart Score
Data updated
Trailing returns
1 Year
4.8%
-0.2% vs index
3 Years
14.8%
-0.3% vs index
5 Years
—
Since launch
21.8%
Year-by-year performance
2024
+23.8%-0.4% vs index
2025
+5.5%-0.3% vs index
2026
+3.0%-0.2% vs index
Why this score
HDFC Nifty Midcap 150 Index scores 51/100 — #9 of 24 Index — Mid Cap fund (Hold). It stands out for expense ratio and sharpe ratio — beating 78% of peers on expense ratio. The main drag is its 3y return (better than only 20% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
3Y return14.82% · 20th percentile in category
Expense ratio0.34% · 78th percentile in category
Sharpe ratio0.49 · 68th percentile in category
Fund size725.98 Cr · 69th percentile in category
Sortino ratio0.65 · 62nd percentile in category
Alpha-2.46 · 44th percentile in category
Top holdings
1.BSE Ltd3.14%
2.The Federal Bank Ltd2.06%
3.Multi Commodity Exchange Of India Ltd2.03%
4.Laurus Labs Ltd1.74%
5.One 97 Communications Ltd1.69%
150 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.