HDFC NIFTY Midcap 150 ETF-Growth
Equity: Mid Cap - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Mid CapBenchmark: NIFTY Midcap 150 Total Return IndexCheck Portfolio Overlap →
₹22.2+1.03%
06 Oct 2026
Tracking Difference
Annualised return gap between HDFC NIFTY Midcap 150 ETF-Growth and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.
| Name | 1 Y | 3 Y | 5 Y | 10 Y |
|---|---|---|---|---|
| Fund | -0.27% | -0.27% | - | - |
| Avg. of funds with same benchmark | -0.27% | -0.27% | - | - |
Rolling Returns Analysis
Rolling annualized returns of HDFC NIFTY Midcap 150 ETF-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 22 Feb, 2024 - 06 Oct, 2026 | 27 Feb, 2026 - 06 Oct, 2026 | - | - |
| Average returns | 21.12% | 20.55% | - | - |
| Standard deviation | 21.51% | 2.95% | - | - |
| Best returns | 66.76% 1 year ending on 04 Apr, 2024 | 25.26% 3 years ending on 07 May, 2026 | - | - |
| Worst returns | -6.44% 1 year ending on 26 Sep, 2025 | 13.09% 3 years ending on 01 Oct, 2026 | - | - |
| Period with positive return | 91.82% | 100.00% | - | - |
| Period with return > 5% | 75.00% | 100.00% | - | - |
| Period with return > 10% | 52.93% | 100.00% | - | - |
| Period with return > 15% | 38.12% | 91.28% | - | - |
| Beat % Category | 56.64% | 79.87% | - | - |
| Beat % Benchmark | 29.63% | 40.27% | - | - |
Trailing Returns
Point-to-point returns of HDFC NIFTY Midcap 150 ETF-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
15%
-1.0%
1.2%
-0.8%
YTD
-5.1%
-4.8%
-4.7%
1 M
9.7%
11.1%
9.8%
6 M
2.4%
3.1%
2.6%
1 Y
13.8%
14.1%
14.1%
3 Y
13.4%
14.6%
5 Y
14.5%
16.2%
10 Y
Fund
Equity: Mid Cap
NIFTY Midcap 150 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -1.01% | -5.14% | 9.65% | 2.38% | 13.81% | - | - | 19.64% |
| Equity: Mid Cap | 1.17% | -4.76% | 11.12% | 3.13% | 14.06% | 13.42% | 14.54% | - |
| NIFTY Midcap 150 Total Return Index | -0.82% | -4.67% | 9.79% | 2.62% | 14.09% | 14.60% | 16.23% | - |
| Rank in category | 37 | 29 | 36 | 34 | 27 | - | - | - |
| Funds in category | 60 | 65 | 63 | 55 | 45 | 32 | 21 | - |
Period Returns
Calendar-year, quarterly and monthly return history of HDFC NIFTY Midcap 150 ETF-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of HDFC NIFTY Midcap 150 ETF-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of HDFC NIFTY Midcap 150 ETF-Growth?
HDFC NIFTY Midcap 150 ETF-Growth has delivered a 1-year return of 2.38% as of 5 Oct 2026. During the same period, its benchmark NIFTY Midcap 150 Total Return Index returned 2.62%. The fund has underperformed its benchmark over this period.
What are the 3-year returns of HDFC NIFTY Midcap 150 ETF-Growth?
HDFC NIFTY Midcap 150 ETF-Growth has delivered a 3-year CAGR of 13.81% as of 5 Oct 2026. Its benchmark NIFTY Midcap 150 Total Return Index returned 14.09% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year ETF performance as it smooths out year-to-year volatility.
What are the 5-year returns of HDFC NIFTY Midcap 150 ETF-Growth?
The 5-year CAGR for HDFC NIFTY Midcap 150 ETF-Growth is shown in the Trailing Returns section above.
What are the returns of HDFC NIFTY Midcap 150 ETF-Growth since inception?
Since its launch on 20 Feb 2023, HDFC NIFTY Midcap 150 ETF-Growth has delivered a CAGR of 19.64%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has HDFC NIFTY Midcap 150 ETF-Growth performed vs its category over the long term?
Over the long term, HDFC NIFTY Midcap 150 ETF-Growth has ranked 27 out of 45 funds in the Equity: Mid Cap category on a 3-year basis, and - on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of HDFC NIFTY Midcap 150 ETF-Growth?
The Sharpe ratio of HDFC NIFTY Midcap 150 ETF-Growth is 0.47 (as of 5 Oct 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of HDFC NIFTY Midcap 150 ETF-Growth?
The 3Y alpha of HDFC NIFTY Midcap 150 ETF-Growth is -0.18% (as of 5 Oct 2026). Alpha measures the excess return generated by the fund over and above its benchmark NIFTY Midcap 150 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of HDFC NIFTY Midcap 150 ETF-Growth?
The beta of HDFC NIFTY Midcap 150 ETF-Growth is 1.01 (as of 5 Oct 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark NIFTY Midcap 150 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. HDFC NIFTY Midcap 150 ETF-Growth's beta of 1.01 indicates it is more aggressive than its benchmark.
What are the rolling returns of HDFC NIFTY Midcap 150 ETF-Growth?
The average 1-year and 3-year rolling returns of HDFC NIFTY Midcap 150 ETF-Growth is 21.12% and 20.55% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.