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-1.75%
Cat. Avg.2.78%
2Y
Fund-8.67%
Cat. Avg.3.05%
3Y
FundN/A
Cat. Avg.10.97%
5Y
FundN/A
Cat. Avg.11.03%
10Y
FundN/A
Cat. Avg.11.49%
SI
Fund0.52%
Cat. Avg.7.10%
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 | 62.55 | 5.75% |
| 2 | Hindalco Industries Ltd. | 62.54 | 5.75% |
| 3 | Shriram Finance Ltd. | 56.05 | 5.15% |
| 4 | Eicher Motors Ltd. | 55.52 | 5.11% |
| 5 | Bharti Airtel Ltd. | 52.22 | 4.80% |
| 6 | TVS Motor Company Ltd. | 49.99 | 4.60% |
| 7 | Bajaj Finance Ltd. | 49.46 | 4.55% |
| 8 | Asian Paints Limited | 48.64 | 4.47% |
| 9 | Bombay Stock Exchange Limited (BSE) | 47.47 | 4.37% |
| 10 | Hero MotoCorp Ltd. | 46.07 | 4.24% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60000 | -0.0% | -0.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.17 L. | -2.3% | -2.3% |
| SI | 07 Mar, 24 | 1.45 L. | 1.40 L. | -3.4% | -2.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 98055 | -1.9% | N/A |
| 2Y | 15 Jul, 24 | 1 L. | 82763 | -17.2% | -9.1% |
| SI | 28 Feb, 24 | 1 L. | 1.01 L. | +1.2% | +0.5% |
SIP Planner
Visualize how small monthly investments grow over time.
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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.