HDFC NIFTY200 Momentum 30 Index Fund Direct Growth

Equity
Large & MidCap
Very High Risk
1M
6M
1Y
All
NAV: 20 Oct 2025
₹10.71
Rating
NA
Min. SIP amount
₹100
Fund size
₹678.75Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (31)

NameSectorInstrumentAssets
FinancialEquity5.64%
FinancialEquity5.23%
Capital GoodsEquity5.22%
ServicesEquity5.20%
InsuranceEquity5.06%
InsuranceEquity5.05%
FinancialEquity5.04%
CommunicationEquity5.01%
FinancialEquity4.96%
FinancialEquity4.75%
HealthcareEquity4.04%
HealthcareEquity3.86%
ServicesEquity3.84%
AutomobileEquity3.67%
FinancialEquity3.56%
FinancialEquity3.46%
ChemicalsEquity2.56%
TechnologyEquity2.49%
ServicesEquity2.32%
ChemicalsEquity2.24%
TechnologyEquity2.14%
Capital GoodsEquity2.13%
ServicesEquity2.07%
FinancialEquity1.86%
ConstructionEquity1.83%
FinancialEquity1.55%
Consumer StaplesEquity1.44%
Capital GoodsEquity1.40%
ServicesEquity1.40%
Capital GoodsEquity0.90%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.04%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Large & MidCap
Absolute returns
3M6M1YAll
Fund returns3.0%13.8%-12.6%6.8%
Category averageNANA-3.5%NA
Rank with in category9949NA
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Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 0.40%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Nandita Menezes
Mar 2025 - Present
View details

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
022 – 66316333
Launch Date
10 Dec 1999
HDFC Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Pros and cons

Category: Equity Large & MidCap

Pros

Exit load is zero
Lower expense ratio: 0.4%

Cons

1Y annualised returns lower than category average by 9.44%

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