Why HDFC Nifty Midcap 150 Index Fund?

Returns Aligned with Nifty Midcap 150 TRI: The Index Fund aims to replicate the performance of the Nifty Midcap 150 Total Return Index (TRI), allowing investors to aim for returns similar to the Nifty Midcap 150 index. This index represents the performance of India's midcap universe of companies.Diversified Exposure to Midcap Universe: By investing in a single Index Fund, investors gain diversified exposure to the midcap universe of companies in India. This provides a broad spread of investment across 150 midcap companies, reducing individual company-specific risks.Lower Costs: Lower expenses makes investing HDFC Nifty Midcap 150 Index Fund a cost-effective way for investors to earn index linked returns.Simple and Effective Investment Approach: The HDFC Nifty Midcap 150 Index Fund offers a straightforward investment option for a potential long-term wealth creation. It is considered to be an efficient way for investors seeking exposure to the growth potential of midcap companies in India.Potential for Future Large Caps: The Index Fund invests in companies with robust business models and significant growth potential, giving investors exposure to firms that may become tomorrow's large-cap companies.s

Who should buy the HDFC Nifty Midcap 150 Index Fund?

The HDFC Nifty Midcap 150 Index Fund is suitable for investors who are interested in gaining exposure to the midcap segment companies in India. It is particularly suitable for investors who:Seek diversification beyond large-cap companiesPrefer a low-cost investment optionHave a long-term investment horizon aimed at wealth creationWho can take a higher risk

What is the ideal investment time horizon for the HDFC Nifty Midcap 150 Index Fund?

The HDFC Nifty Midcap 150 Index Fund is suitable for investors with a time horizon of 3 years and above.

HDFC NIFTY Midcap 150 Index Fund

Index

DIRECTREGULAR

An open ended scheme replicating/ NIFTY Midcap 150 Index (TRI)

Investment Objective: To generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Midcap 150 Index, subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized.

What is the Nifty Midcap 150 Index?

The Nifty Midcap 150 Index comprises the midcap universe of stocks in India, representing approximately the 101st to 250th companies based on full market capitalization from NIFTY 500. It provides investors with exposure to the growth potential of these mid-sized companies.

For current constituents of NIFTY Midcap 150 Total Returns Index (TRI) please click here.

For changes to Index constituents, please click here.

Returns

23.66%

Inception Date

21/04/2023

Riskometer

Very High

Min SIP

₹ 100

Ideal for

Wealth Creation

more than 3 years

Entry Load

An entry load is a fee charged to investors when they purchase units of a Mutual Fund scheme. This fee was used to cover distribution and marketing expenses incurred by the Asset Management Company (AMC). Currently, Mutual Funds in India do not levy entry loads.

TER

0.77

Lock in

A lock-in period is the fixed duration during which investors cannot sell or redeem their investments/Mutual Fund units. For example, Equity Linked Savings Schemes (ELSS) Funds have a 3-year lock-in.

NAV NA

Net Asset Value (NAV) per unit is the total market value of securities of a scheme minus liabilities divided by the total number of outstanding units on a given date.

AUM (31/03/2026)

Assets Under Management (AUM) is the total market value of all assets that a Mutual Fund manages on behalf of its investors.

₹512.62 Cr.

Benchmark

A benchmark is a standard market index used to compare a Fund’s performance. It helps investors know whether the Fund is performing better, worse, or similar to the market.

NIFTY Midcap 150 Ind...

NIFTY Midcap 150 Index (TRI)

Nav Performance

No data available

Scheme Returns (%)
Benchmark Returns (%)#
Additional Benchmark Returns (%)##
Value of Investment of Rs 10,000
Scheme Returns (Rs.)
Benchmark (Rs.)#
Additional Benchmark (Rs.)##

^Past performance may or may not be sustained in future and is not a guarantee of any future returns. # Nifty Midcap 150 Index TRI...Read More

Fund Managers

Top 10 Holdings

As on 28 Feb 2026

Downloads

HDFC NIFTY Midcap 150 Index Fund

SID - HDFC NIFTY Midcap 150 Index Fund dated November 21, 2025

KIM - HDFC Nifty Midcap 150 Index Fund dated November 21, 2025

Fund Facts -HDFC NIFTY Midcap 150 Index Fund_December 25

HDFC Thinking beyond the Nifty 50 (August 2025)

Exit Load

NIL

Product Labelling

Benchmark Riskometer

Very High

This product is suitable for investors who are seeking~

Returns that are commensurate (before fees and expenses) with the performance of the NIFTY Midcap 150 Index (TRI) over long term, subject to tracking error.
Investment in equity securities covered by the NIFTY Midcap 150 Index

~Investors should consult their financial advisers, if in doubt about whether the product is suitable for them.

NIFTY Disclaimer: The above mentioned Schemes offered by HDFC Asset Management Company Limited (HDFC AMC) having benchmark as NSE Indices are not sponsored, endorsed, sold or promoted by NSE INDICES LIMITED (formerly known as India Index Services & Products Limited (IISL)). NSE INDICES LIMITED does not make any representation or warranty, express or implied (including warranties of merchantability or fitness for particular purpose or use) and disclaims all liability to the owners of the Products or any member of the public regarding the advisability of investing in securities generally or in the Products linked to the NIFTY Indices to track general stock market performance in India. Please read the full Disclaimers in the Offer Document of the Products.

FAQs

- Returns Aligned with Nifty Midcap 150 TRI: The Index Fund aims to replicate the performance of the Nifty Midcap 150 Total Return Index (TRI), allowing investors to aim for returns similar to the Nifty Midcap 150 index. This index represents the performance of India's midcap universe of companies.
- Diversified Exposure to Midcap Universe: By investing in a single Index Fund, investors gain diversified exposure to the midcap universe of companies in India. This provides a broad spread of investment across 150 midcap companies, reducing individual company-specific risks.
- Lower Costs: Lower expenses makes investing HDFC Nifty Midcap 150 Index Fund a cost-effective way for investors to earn index linked returns.
- Simple and Effective Investment Approach: The HDFC Nifty Midcap 150 Index Fund offers a straightforward investment option for a potential long-term wealth creation. It is considered to be an efficient way for investors seeking exposure to the growth potential of midcap companies in India.
- Potential for Future Large Caps: The Index Fund invests in companies with robust business models and significant growth potential, giving investors exposure to firms that may become tomorrow's large-cap companies.s
The HDFC Nifty Midcap 150 Index Fund is suitable for investors who are interested in gaining exposure to the midcap segment companies in India. It is particularly suitable for investors who:
- Seek diversification beyond large-cap companies
- Prefer a low-cost investment option
- Have a long-term investment horizon aimed at wealth creation
- Who can take a higher risk