HDFC NIFTY200 Momentum 30 Index Fund - Growth - Regular Plan

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  • Net Change on 23-01-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty200 Momentum 30 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 8.87 12.03 16.40 0.88 2,065.79
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 11.03 19.09 24.23 1.00 2,059.62
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 8.52 10.08 14.22 0.92 1,689.53
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 10.77 16.51 24.80 1.04 868.82
Motilal Oswal Nifty Bank Index - Regular Plan Sep 06, 2019 6.50 8.87 9.11 1.00 603.83

Fund Holdings as on 31-December-2024

  • Sun Pharmaceutical Industries Ltd.

  • Zomato Ltd

  • Mahindra & Mahindra Ltd.

  • HCL Technologies Ltd.

  • Trent Ltd.

  • Dixon Technologies (India) Ltd.

  • Bharti Airtel Ltd.

  • Tech Mahindra Ltd.

  • Infosys Limited

  • Divis Laboratories Ltd.

  • Persistent Systems Limited

  • Indian Hotels Company Ltd.

  • Bharat Electronics Ltd.

  • Coforge Limited

  • PB FINTECH LIMITED (Policy Bazaar)

  • INFO EDGE (INDIA) LIMITED

  • Bombay Stock Exchange Ltd. (BSE)

  • Lupin Ltd.

  • Vedanta Ltd.

  • Siemens Ltd.

  • United Spirits Limited

  • Kalyan Jewellers India Ltd

  • Oracle Financial Ser Software Ltd.

  • The Federal Bank Ltd.

  • Voltas Ltd.

  • Samvardhana Motherson International Ltd.

  • ONE 97 COMMUNICATIONS LIMITED (Paytm)

  • Torrent Pharmaceuticals Ltd.

  • Bosch Limited

  • Oil India Limited

  • TREPS - Tri-party Repo

  • Net Current Assets

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Fintech

  • e-Commerce

  • Automobiles - Passenger Cars

  • Retailing

  • Consumer Durables - Electronics

  • Telecommunication - Service Provider

  • Hotel, Resort & Restaurants

  • Defence

  • BPO/ITeS

  • Finance - Others

  • Auto Ancillary

  • Metal - Non Ferrous

  • Electric Equipment

  • Breweries & Distilleries

  • Diamond & Jewellery

  • Air Conditioners

  • Bank - Private

  • Oil Exploration

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About HDFC NIFTY200 Momentum 30 Index Fund

Scheme Analysis

HDFC NIFTY200 Momentum 30 Index Fund is a Index Funds - Other fund and belongs to HDFC Mutual Fund. It was launched on 28-Feb-2024 and currently has an AUM of ₹762.62 crore. HDFC NIFTY200 Momentum 30 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty200 Momentum 30 - TRI as secondary index.

The NAV of HDFC NIFTY200 Momentum 30 Index Fund ended up ₹0.23(2.36%)yesterday to ₹10.0906.

Among its top 3 holdings the fund has exposure to Sun Pharmaceutical Industries Ltd., and

The HDFC NIFTY200 Momentum 30 Index Fund is managed by Arun Agarwal and Nirman Morakhia.

Fund House Contact

HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate Mumbai - 400 020

+91 (22) 66316333
cliser@hdfcindia.com
+91 (22) 22821144