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  • HDFC NIFTY200 Momentum 30 Index Fund (Growth)
HDFC Mutual Funds

HDFC NIFTY200 Momentum 30 Index Fund (Growth)

EquityIndex Funds

11.7886

NAV (Jul 25)

17.3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.7886

NAV (Jul 25)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
17.9%
6 Month CAGR
NA

Scheme Information

Investment 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.

Expense Ratio
0.89
Launched (0y ago)
Feb 28, 2024
AUM in Crores
687.135
ISIN
INF179KC1IB6
Lock-in
No Lock-in
Benchmark
Nifty200 Momentum 30 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Nirman Morakhia

Fund Manager

Arun Agarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC NIFTY200 Momentum 30 Index Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-25

Top Stock Holdings

ntpc ltd

5.2%
5.2%

tata motors ltd

5.2%
5.2%

trent ltd

5.1%
5.1%

adani ports & special economic zone ltd

5%
5%

bharti airtel ltd

5%
5%
See all holdings

Allocation by Sector

consumer cyclical

28.9%
28.9%

industrials

28.5%
28.5%

financial services

10.1%
10.1%

utilities

9%
9%

communication services

6.7%
6.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 21,459 cr

₹ 16,283 cr

₹ 24,345 cr

₹ 59,364 cr

₹ 45,470 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 751,092 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

25.6%

13.3%

12.9%

6.3%

6.2%

7.8%

5.4%

5.9%

6.6%

6%

HDFC NIFTY200 Momentum 30 Index Fund (G) Review

HDFC NIFTY200 Momentum 30 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 17.3% over a period of 0 years. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Arun Agarwal, Nirman Morakhia.

Nav of HDFC NIFTY200 Momentum 30 Index Fund (G) as of 7/25/2024 is ₹11.79 with the total AUM as of 7/26/2024 is ₹687.135. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC NIFTY200 Momentum 30 Index Fund (G) was launched on Feb 28, 2024. The category risk of the fund is Very High Risk.

The minimum SIP amount for HDFC NIFTY200 Momentum 30 Index Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

HDFC NIFTY200 Momentum 30 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty200 Momentum 30 TR INR.

HDFC NIFTY200 Momentum 30 Index Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC NIFTY200 Momentum 30 Index Fund (G).

Frequently Asked Questions

What is HDFC NIFTY200 Momentum 30 Index Fund (G)?

HDFC NIFTY200 Momentum 30 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HDFC NIFTY200 Momentum 30 Index Fund (G)?

You can invest in HDFC NIFTY200 Momentum 30 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HDFC NIFTY200 Momentum 30 Index Fund (G)?

The minimum sip amount for HDFC NIFTY200 Momentum 30 Index Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is HDFC NIFTY200 Momentum 30 Index Fund (G) good to invest in?

As per Scripbox experts, HDFC NIFTY200 Momentum 30 Index Fund (G) is a Not Reviewed Yet fund. You can investHDFC NIFTY200 Momentum 30 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HDFC NIFTY200 Momentum 30 Index Fund (G)?

The expense ratio of the HDFC NIFTY200 Momentum 30 Index Fund (G) is 0.89% for regular plan.