HDFC NIFTY200 Momentum 30 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹608.84 Cr
Expense Ratio
1.40%
Exit Load
0.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
28 Feb 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.69% | -- |
| 3 Months | -2.64% | -- |
| 6 Months | +5.8% | -- |
| 1 Year | -3.22% | -3.22% |
| 2 Years | -- | -9.88% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -0.96% | -0.37% |
Holdings as on 7 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Laurus Labs | 36.24 | 5.95 |
| Multi Commodity Exchange Of India | 35.69 | 5.86 |
| Shriram Finance | 32.47 | 5.33 |
| Hindalco Industries | 31.00 | 5.09 |
| Tata Steel | 28.90 | 4.75 |
| Cummins India | 27.39 | 4.50 |
| NTPC | 27.33 | 4.49 |
| GE Vernova T&D India | 26.25 | 4.31 |
| Vedanta | 26.20 | 4.30 |
| Adani Power | 25.69 | 4.22 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
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 608.84 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 1.40%. 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 Laurus Labs, Multi Commodity Exchange Of India, Shriram Finance, Hindalco Industries.
The major sectors where the fund is invested are Electronic Instr. & Controls, Electric Utilities, Metal Mining, Biotechnology & Drugs.
Some of the similar funds are Kotak Nifty 200 Momentum 30 Index Fund Regular Growth, ICICI Prudential Nifty 200 Momentum 30 Index Fund Regular Growth, Bandhan Nifty Alpha 50 Index Fund Regular Growth, Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Regular Growth, HDFC NIFTY200 Momentum 30 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 1.40%.
The 5 year annualized return on HDFC NIFTY200 Momentum 30 Index Fund Regular Growth is 0.00% & it has generated -3.22% 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 608.84 crores.
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