HDFC Nifty200 Momentum 30 Index Fund - Regular Plan
Expense Ratio: 0.89
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty200 Momentum 30 TRI
Inception: 09-02-2024
Exit Load: Nil
Fund Size:₹680.02 Cr
Performance
1Y
Fund-1.16%
Cat. Avg.2.61%
2Y
Fund-6.71%
Cat. Avg.3.39%
3Y
FundN/A
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund0.47%
Cat. Avg.7.02%
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 | Shriram Finance Ltd. | 31.50 | 5.08% |
| 2 | Cummins India Ltd. | 31.37 | 5.06% |
| 3 | NTPC Limited | 30.76 | 4.96% |
| 4 | Multi Commodity Exchange of India L | 30.76 | 4.96% |
| 5 | Bombay Stock Exchange Limited (BSE) | 30.63 | 4.94% |
| 6 | Tata Steel Ltd. | 30.46 | 4.91% |
| 7 | Hindalco Industries Ltd. | 30.17 | 4.86% |
| 8 | GE Vernova T&D India Limited | 30.13 | 4.86% |
| 9 | Adani Power (Mundra) Limited | 29.99 | 4.83% |
| 10 | Laurus Labs Ltd. | 29.68 | 4.78% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59939 | -0.1% | -0.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.17 L. | -2.4% | -2.4% |
| SI | 07 Mar, 24 | 1.45 L. | 1.40 L. | -3.5% | -2.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 97820 | -2.2% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 85682 | -14.3% | -7.5% |
| SI | 28 Feb, 24 | 1 L. | 1.01 L. | +1.1% | +0.5% |
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.
%
₹
%
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.