HDFC Nifty200 Momentum 30 ETF - Growth Option
Expense Ratio: 0.3
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty200 Momentum 30 TRI
Inception: 26-09-2022
Exit Load: Nil
Fund Size:₹97.02 Cr
Performance
1Y
Fund-1.01%
Cat. Avg.4.48%
2Y
Fund-7.97%
Cat. Avg.2.94%
3Y
Fund-47.57%
Cat. Avg.-20.61%
5Y
FundN/A
Cat. Avg.-17.00%
10Y
FundN/A
Cat. Avg.-20.06%
SI
Fund-38.41%
Cat. Avg.-5.73%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | State Bank of India | 5.00 | 5.76% |
| 2 | Hindalco Industries Ltd. | 5.00 | 5.76% |
| 3 | Shriram Finance Ltd. | 4.48 | 5.16% |
| 4 | Eicher Motors Ltd. | 4.44 | 5.11% |
| 5 | Bharti Airtel Ltd. | 4.18 | 4.81% |
| 6 | TVS Motor Company Ltd. | 4.00 | 4.61% |
| 7 | Bajaj Finance Ltd. | 3.95 | 4.55% |
| 8 | Asian Paints Limited | 3.89 | 4.48% |
| 9 | Bombay Stock Exchange Limited (BSE) | 3.80 | 4.37% |
| 10 | Hero MotoCorp Ltd. | 3.68 | 4.24% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60220 | +0.4% | +0.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.6% | -1.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.67 L. | -7.5% | -5.2% |
| SI | 07 Nov, 22 | 2.25 L. | 1.74 L. | -22.8% | -13.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 98790 | -1.2% | N/A |
| 2Y | 15 Jul, 24 | 1 L. | 84019 | -16.0% | -8.4% |
| 3Y | 13 Jul, 23 | 1 L. | 14409 | -85.6% | -47.6% |
| SI | 11 Oct, 22 | 1 L. | 16193 | -83.8% | -38.4% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.