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Fund Facts
  • Name of Fund:
    HDFC NIFTY Midcap 150 Index
  • Opening:
    6th April 2023
  • Closing:
    18th April 2023
  • Scheme Type:
    Open Ended Equity Index Funds
  • Minimum Investment:
    Rs. 100 and any amount thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Not Applicable
  • Exit Road:
    Nil
  • Thereafter:
    Nil

Fund Stats

Objective

To generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Midcap 150 Index, subject to tracking error.

  • Benchmark:

  • NIFTY MIDCAP 150

  • Fund Manager:

  • Nirman Morakhia, Arun Agarwal

Asset Allocation

95-100% Securities covered by NIFTY Midcap 150 Index
upto 5% Money Market
Comparable existing schemes
Motilal Oswal Nifty Midcap 150 Index Fund 16.16(6M) 26.72(1Y)
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 16.25(6M) 26.74(1Y)

Fund Prognosis

Idea Distiller

The Midcap 150 is a very lucrative segment to invest in and the index route is an easy enough one to track.

  • Fund House AAUM:

  • Rs. 45363567.53 Lakhs (as on 31st March 2023)

  • Fund Manager:

  • Combined experience of above 24 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Very lucrative for the high risk high return investor.