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Index Fund📊 Nifty LargeMidcap 250 TRI

HDFC Nifty Large Midcap 250 Index Fund · Regular · Growth

HDFC Mutual Fund

#115 of 243 (1Y)

NAV

₹10.0247

as of 17 Jun 2026

Expense Ratio

0.70%

AUM

₹415 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+2.50%
3Y
5Y
Since Inception
+0.15%

SIP returns (XIRR)

1Y
+4.06%
3Y
5Y
Since Inception
+5.15%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹2,000

Invested

₹2,003

Value today

0.2%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹96

Value today

-2.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,32,735

Value today

+10.0%

vs lumpsum

STP beat direct lumpsum by 10.0% — reduced timing risk paid off

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

-0.09

Sharpe Ratio

Alpha

Beta

-0.09

Sortino

15.73%

Std Dev

-14.51%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseHDFC Mutual Fund
CategoryIndex Fund
BenchmarkNifty LargeMidcap 250 TRI
Launch Date20 Sept 2024
AMFI Code152890
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadNA

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

HDFC Nifty Large Midcap 250 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

HDFC Nifty Large Midcap 250 Index Fund · Regular · Growth is a Index Fund mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹415 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty LargeMidcap 250 TRI. The current expense ratio is 0.70%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations