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-0.41%
Cat. Avg.4.42%
2Y
Fund-6.00%
Cat. Avg.3.40%
3Y
Fund-47.85%
Cat. Avg.-21.32%
5Y
FundN/A
Cat. Avg.-16.69%
10Y
FundN/A
Cat. Avg.-20.10%
SI
Fund-38.27%
Cat. Avg.-5.56%
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. | 5.14 | 5.08% |
| 2 | Cummins India Ltd. | 5.12 | 5.06% |
| 3 | Multi Commodity Exchange of India L | 5.02 | 4.96% |
| 4 | NTPC Limited | 5.02 | 4.96% |
| 5 | Bombay Stock Exchange Limited (BSE) | 5.00 | 4.94% |
| 6 | Tata Steel Ltd. | 4.97 | 4.91% |
| 7 | Hindalco Industries Ltd. | 4.92 | 4.86% |
| 8 | GE Vernova T&D India Limited | 4.91 | 4.86% |
| 9 | Adani Power (Mundra) Limited | 4.89 | 4.83% |
| 10 | Laurus Labs Ltd. | 4.84 | 4.78% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60166 | +0.3% | +0.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.7% | -1.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.66 L. | -7.6% | -5.2% |
| SI | 07 Nov, 22 | 2.25 L. | 1.73 L. | -22.9% | -13.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 98555 | -1.4% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 86984 | -13.0% | -6.8% |
| 3Y | 20 Jul, 23 | 1 L. | 14182 | -85.8% | -47.8% |
| SI | 11 Oct, 22 | 1 L. | 16179 | -83.8% | -38.3% |
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.