Assets Under Advice | Fees for 3years | |
35 lacs to 99 lacs | 3% + GST | |
1 Cr to 2.99 Cr | 2.5% + GST | |
3 Cr to 9.99 Cr | 2% + GST | |
10 Cr + | Customised Fees | |
GST @ 18% | ||
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Please contact us for details | ||
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HDFC NIFTY Midcap 150 ETF has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.96 | N/A | N/A | N/A |
Average Rolling Returns(%) | 43.13 | N/A | N/A | N/A |
The Current NAV of HDFC NIFTY Midcap 150 ETF is ₹18.74.
It is better to invest in a fund with a longer track record as HDFC NIFTY Midcap 150 ETF cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
HDFC NIFTY Midcap 150 ETF fund’s expense ratio is 0.20%
The process for redemption is
The AUM of HDFC NIFTY Midcap 150 ETF is currently ₹76 Crores.
The Top three stocks are Max Healthcare Inst, BSE and Suzlon Energy and account for 7% of its portfolio. Top 5 and 10 stocks of fund account for 11% and 18% of fund’s portfolio respectively.
Top three sectors of HDFC NIFTY Midcap 150 ETF fund are BFSI, Healthcare and Construction & Infrastructure accounting for 41% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a ETFs - Index it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HDFC NIFTY Midcap 150 ETF Fund is ETFs - Index.
Abhishek Mor and Nandita Menezes manage the HDFC NIFTY Midcap 150 ETF Fund.
HDFC NIFTY Midcap 150 ETF current PE ratio is 48.66 and PB ratio is 8.52
The asset allocation of HDFC NIFTY Midcap 150 ETF is Stocks : 100.03%, Debt : 0.01% and Gold : 0%
The minimum SIP amount for HDFC NIFTY Midcap 150 ETF is N/A and minimum lumpsum is ₹500.00
The exit load for HDFC NIFTY Midcap 150 ETF is N/A