myplexus

NFO Monitor

Fund Fact

Name of Funds:

HDFC NIFTY Midcap 150 Index

Opening:

6th April 2023

Closing:

18th April 2023

Minimum Investment:

Rs. 100 and any amount thereafter

Plan:

Regular and Direct

Options:

Growth

Entry Load:

Not Applicable

Exit Load:

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

upto 5% Debt Nil Others

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

Uniqueness

Return

Risk

Operability

Oomph Factor

Very lucrative for the high risk high return investor.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028