NIFTY Midcap 150 on WebNotes

Nifty Midcap 150 Index Fund

Mon, 18 May 2026 00:00:00 +0000

A Nifty Midcap 150 Index Fund is a passive open-ended mutual fund that tracks the Nifty Midcap 150 Total Return Index, holding the 150 companies ranked 101st to 250th by full market capitalisation in their index weights, regulated under the SEBI (Mutual Funds) Regulations 1996 . It gives mid-cap exposure for a direct-plan expense ratio between 0.21 and 0.47 per cent, where an active mid-cap fund charges 1.50 to 2.00 per cent.

Mid-cap mutual fund

Tue, 12 May 2026 00:00:00 +0000

A mid-cap mutual fund in India is an open-ended equity scheme that must, under SEBI ’s October 2017 scheme categorisation circular, invest a minimum of 65% of its total assets in equity and equity-related instruments of mid-cap companies. SEBI defines mid-cap companies as the 101st to 250th companies listed on a recognised stock exchange, ranked by full market capitalisation, as enumerated in the AMFI list published every six months. Mid-cap funds occupy the risk-return space between large-cap funds and small-cap funds , offering higher long-term return potential than large-cap funds at the cost of higher volatility and larger drawdowns.

NIFTY Midcap 150 TRI

Tue, 12 May 2026 00:00:00 +0000

The NIFTY Midcap 150 Total Returns Index (NIFTY Midcap 150 TRI) is the dividend-reinvested variant of the NIFTY Midcap 150 index, maintained by NSE Indices Limited. The index covers the 150 companies ranked 101st to 250th by full market capitalisation among all NSE-listed stocks, constituting the mid-cap segment of the Indian equity market as formally defined by SEBI. As the canonical benchmark for the SEBI-mandated mid-cap equity category, the NIFTY Midcap 150 TRI is used by virtually every fund house that operates a midcap mutual fund scheme to measure and disclose scheme performance.