HDFC NIFTY Midcap 150 ETF - Growth Option
Expense Ratio: 0.2
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Midcap 150 TRI
Inception: 30-01-2023
Exit Load: Nil
Fund Size:₹102.92 Cr
Performance
1Y
Fund6.03%
Cat. Avg.4.42%
2Y
Fund5.70%
Cat. Avg.3.40%
3Y
Fund-44.70%
Cat. Avg.-21.32%
5Y
FundN/A
Cat. Avg.-16.69%
10Y
FundN/A
Cat. Avg.-20.10%
SI
Fund-37.33%
Cat. Avg.-5.56%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Bombay Stock Exchange Limited (BSE) | 6.08 | 3.88% |
| 2 | The Federal Bank Ltd. | 3.13 | 2.00% |
| 3 | Multi Commodity Exchange of India L | 2.79 | 1.78% |
| 4 | Suzlon Energy Ltd | 2.76 | 1.76% |
| 5 | Hero MotoCorp Ltd. | 2.40 | 1.53% |
| 6 | GE Vernova T&D India Limited | 2.36 | 1.51% |
| 7 | Indusind Bank Ltd. | 2.34 | 1.50% |
| 8 | Bharat Heavy Electricals Ltd. | 2.32 | 1.48% |
| 9 | Laurus Labs Ltd. | 2.27 | 1.45% |
| 10 | Lupin Ltd. | 2.26 | 1.44% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63834 | +6.4% | +13.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.32 L. | +9.7% | +9.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.92 L. | +6.8% | +4.5% |
| SI | 08 Mar, 23 | 2.05 L. | 1.97 L. | -3.9% | -2.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.05 L. | +5.4% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.11 L. | +10.5% | +5.1% |
| 3Y | 20 Jul, 23 | 1 L. | 16911 | -83.1% | -44.7% |
| SI | 15 Feb, 23 | 1 L. | 20160 | -79.8% | -37.3% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.