Should I invest in HDFC NIFTY Midcap 150 ETF?

We don't give personal investment advice. HDFC NIFTY Midcap 150 ETF - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

HDFC

HDFC NIFTY Midcap 150 ETF - Growth Option

Unit split applied to historical metrics

This scheme had a 0.1× unit consolidation on 23 Oct 2023. Returns, SIP simulations and risk metrics on this page are split-adjusted — they reflect what a real investor's portfolio experienced (a consolidation doesn't change portfolio value, only the unit count and per-unit NAV).

Latest NAV

₹23.2483

As of

17 Jul 2026

843 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.36%	+0.44%	-0.79	27 / 31	Q4
1W	-0.82%	+0.19%	-1.01	27 / 31	Q4
2W	+0.42%	+0.19%	+0.23	9 / 31	Q2
1M	+0.88%	+0.24%	+0.64	15 / 31	Q2
3M	+4.34%	+0.57%	+3.77	3 / 31	Q1
6M	+4.78%	-2.16%	+6.94	2 / 31	Q1
YTD	+2.93%	-2.00%	+4.93	3 / 31	Q1
1Y	+4.81%	+4.11%	+0.69	9 / 28	Q2
2Y	+3.85%	+3.00%	+0.85	7 / 19	Q2
3Y	+19.26%	+12.20%	+7.06	2 / 16	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+22.58%	+9.18%	+13.40	2 / 31	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.93%	-2.00%	+4.93	3 / 31
2025	+5.24%	+12.82%	-7.58	16 / 22
2024	+23.48%	+15.17%	+8.31	3 / 16
2023	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+22.63%

30 windows

min -1.2% · max 58.5%

93% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+22.01%

6 windows

min 19.3% · max 24.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.59%

3-year · annualised

Sharpe ratio

0.76

vs risk-free 6.5%

Sortino ratio

1.27

Downside-only deviation

Max drawdown

-21.01%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ETF

Scheme	Fund house	NAV	As of
HDFC NIFTY NEXT 50 ETF - Growth Option	HDFC	₹73.3183	17 Jul 2026
Nippon India ETF BSE Sensex Next 50	Nippon India	₹91.7422	17 Jul 2026
SBI BSE Sensex Next 50 ETF	SBI	₹939.7501	17 Jul 2026
ICICI Prudential BSE Midcap Select ETF	ICICI Prudential	₹19.3532	17 Jul 2026
MOTILAL OSWAL NIFTY NEXT 50 ETF	Motilal Oswal	₹71.6256	17 Jul 2026
Mirae Asset Nifty Midcap 150 ETF	Mirae Asset	₹23.4689	17 Jul 2026
Kotak Nifty Midcap 150 ETF	Kotak	₹23.3290	17 Jul 2026
DSP Nifty Midcap 150 ETF	DSP	₹23.0070	17 Jul 2026
UTI - BSE Sensex Next 50 Exchange Traded Fund	UTI	₹93.6931	17 Jul 2026
Aditya Birla Sunlife Nifty Next 50 ETF		₹75.5096	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹23.2483
16 Jul 2026	₹23.3320
15 Jul 2026	₹23.4263
14 Jul 2026	₹23.3256
13 Jul 2026	₹23.4407
10 Jul 2026	₹23.4401
9 Jul 2026	₹23.1228
8 Jul 2026	₹22.8015
7 Jul 2026	₹23.1802
6 Jul 2026	₹23.2420

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of HDFC NIFTY Midcap 150 ETF - Growth Option is ₹23.2483. It's a ETF from HDFC, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

HDFC NIFTY Midcap 150 ETF - Growth Option has NAV history starting from 15 Feb 2023, a track record of about 3 years 5 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

HDFC NIFTY Midcap 150 ETF - Growth Option is managed by HDFC. It's classified by AMFI under the 'ETF' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HDFC NIFTY Midcap 150 ETF - Growth Option has delivered a absolute return of 4.81% — +0.69 pp ahead of the ETF category average of 4.11%. The fund ranks #9 of 28 in its category — the second (Q2) quartile.

Over the trailing 3-year window, HDFC NIFTY Midcap 150 ETF - Growth Option has delivered a CAGR of 19.26% — +7.06 pp ahead of the ETF category average of 12.20%. The fund ranks #2 of 16 in its category — the top (Q1) quartile.

HDFC NIFTY Midcap 150 ETF - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in HDFC NIFTY Midcap 150 ETF - Growth Option exactly 3 years ago would be worth approximately ₹169,619 today — a multiplier of 1.70×, based on the 3-year CAGR of 19.26%. The category average over the same window would have grown ₹1 lakh to ₹141,246.

A ₹10,000 monthly SIP in HDFC NIFTY Midcap 150 ETF - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹429,365 today. That's an XIRR (money-weighted annualised return) of 11.78%.

HDFC NIFTY Midcap 150 ETF - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹429,365 — XIRR 11.78%.

On a 3-year basis, HDFC NIFTY Midcap 150 ETF - Growth Option ranks #2 out of 16 funds in the ETF category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 12.20%; this fund delivered 19.26%.

The worst peak-to-trough decline HDFC NIFTY Midcap 150 ETF - Growth Option has experienced over the last 3-year window is 21.01% — its NAV fell from a high on 24 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, HDFC NIFTY Midcap 150 ETF - Growth Option averaged 22.01% (best 24.26%, worst 19.26%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.76 — reasonable risk-adjusted performance.

In calendar year 2025, HDFC NIFTY Midcap 150 ETF - Growth Option returned 5.24% — lagging the ETF category average of 12.82% by 7.58 pp. It ranked #16 of 22 in its category that year.

HDFC NIFTY Midcap 150 ETF - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. HDFC NIFTY Midcap 150 ETF - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.