Get access to more insightful information
By signing up to Upstox today
HDFC Nifty Midcap 150 Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
21 Apr 2023
1.5 years ago
Lock-in Period
No lock-in
NAV
as of 04 Nov 2024
₹17.69
-0.513% (0.00)
AUM
₹223 Cr
Expense ratio
0.3%
Benchmark
Nifty Midcap 150
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20%
Units held more than 1Y
12.5%
Exit Load
If units sold anytime
0%
Distribution
Asset split
Equity100.21%
What's in this fund?
Sectors
Holdings
Industrials
Financial Services
Basic Materials
Consumer Cyclical
Healthcare
Fund House
HDFC
Inc: 01 Feb 1994 • Total AUM: ₹6,90,110 Cr • Rank #2HDFC Mutual Fund, started in 1999, has Housing Development Finance Corporation as its sponsor. The fund house is headed by Navneet Munot as the CEO. As of 31 March 2024, it has an AUM of ₹6,59,013 Cr. It functions under the holding company abrdn Investment Management Limited with a customer base of 10.2 million spread across 200 plus cities.
Fund Managers
Arun Agarwal
Experience: 20.13 yrs • Total AUM: 9,56,569 Cr
Nirman Morakhia
Experience: 1.70 yrs • Total AUM: 9,48,571 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
17.93%
Expense ratio
0.37%
Tracking error
Fund size
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth3Y CAGR
17.92%
Expense ratio
0.31%
Tracking error
Fund size
SBI Nifty Index Fund
Equity • Index • Direct Growth3Y CAGR
11.45%
Expense ratio
0.2%
Tracking error
Fund size
UTI Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
11.45%
Expense ratio
0.18%
Tracking error
Fund size
ICICI Prudential Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
11.43%
Expense ratio
0.17%
Tracking error
Fund size
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.