HDFC NIFTY200 Momentum 30 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
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Rating:
Key Metrics
Aum
₹617.89 Cr
Expense Ratio
0.85%
Exit Load
0.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
28 Feb 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.44% | -- |
| 3 Months | +1.36% | -- |
| 6 Months | -2.35% | -- |
| 1 Year | -4.41% | -4.41% |
| 2 Years | -- | -9.48% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +0.28% | +0.12% |
Holdings as on 10 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Hindalco Industries | 40.22 | 6.51 |
| BSE | 37.03 | 5.99 |
| State Bank of India | 31.10 | 5.03 |
| Shriram Finance | 30.73 | 4.97 |
| Eicher Motors | 30.54 | 4.94 |
| Asian Paints | 30.30 | 4.90 |
| Bajaj Finance | 28.30 | 4.58 |
| Bharti Airtel | 27.06 | 4.38 |
| TVS Motor Company | 25.18 | 4.07 |
| Maruti Suzuki India | 24.69 | 4.00 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HDFC NIFTY Midcap 150 Index Fund Regular Growth | +4.15% | +18.59% | -- |
| Motilal Oswal Nifty Bank Index Fund Regular Growth | -0.22% | +8.18% | +10.05% |
| Navi Nifty Bank Index Fund Regular Growth | -0.26% | +8.14% | -- |
| HDFC NIFTY200 Momentum 30 Index Fund Regular Growth | -4.41% | -- | -- |
| Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Regular Growth | -6.46% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the Scheme is to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY200 Momentum 30 Index TRI (Underlying Index), subject to tracking error.
The HDFC NIFTY200 Momentum 30 Index Fund Regular Growth has an AUM of 617.89 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.85%. The minimum investment in HDFC NIFTY200 Momentum 30 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & respectively.
The fund has a present cash holding of %. The top holdings of the fund include Hindalco Industries, BSE, State Bank of India, Shriram Finance.
The major sectors where the fund is invested are Consumer Financial Services, Regional Banks, Auto & Truck Manufacturers, Recreational Products.
Some of the similar funds are HDFC NIFTY Midcap 150 Index Fund Regular Growth, Motilal Oswal Nifty Bank Index Fund Regular Growth, Navi Nifty Bank Index Fund Regular Growth, HDFC NIFTY200 Momentum 30 Index Fund Regular Growth, Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Regular Growth. HDFC NIFTY200 Momentum 30 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating HDFC NIFTY200 Momentum 30 Index Fund Regular Growth has a Medium risk & return.
HDFC NIFTY200 Momentum 30 Index Fund Regular Growth is managed by Arun Agarwal,Nandita Menezes.
The expense ratio of HDFC NIFTY200 Momentum 30 Index Fund Regular Growth is 0.85%.
The 5 year annualized return on HDFC NIFTY200 Momentum 30 Index Fund Regular Growth is 0.00% & it has generated -4.41% in the last 1 year.
The minimum investment in HDFC NIFTY200 Momentum 30 Index Fund Regular Growth is 100 Rs.
HDFC NIFTY200 Momentum 30 Index Fund Regular Growth has an AUM of 617.89 crores.
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