HDFC Mutual Fund · Index Funds · Equity Index · Regular plan
HDFC NIFTY Midcap 150 Index Fund - Regular Plan - Growth
₹17.8651NAV on 2 Nov 2026Expense ratio 0.87%
3 Nov 2025NAV low 16.31 · high 19.74-4.3%
In plain words
Over 3 years it returned +12.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -21.3%.
On 3-year return it ranks 31 of 149 funds in Equity Index.
A monthly SIP over 3 years ended ₹3,076 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.5% | +1.9% |
| 3 months | -7.9% | -5.1% |
| 6 months | -3.1% | -3.2% |
| 1 year | -3.5% | -10.2% |
| 3 years (yearly) | +12.7% | +7.4% |
| Since start (yearly) | +17.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,861 | -6.3% |
| 3 years | ₹3,60,000 | ₹3,76,307 | +2.9% |
Other plan of this fund: HDFC NIFTY Midcap 150 Index Fund - Direct Plan - Growth