HDFC NIFTY200 Momentum 30 Index Fund Direct Growth

Equity
Large & MidCap
Very High Risk
1M
6M
1Y
All
NAV: 10 Sep 2025
₹10.26
Rating
NA
Min. SIP amount
₹100
Fund size
₹687.44Cr

Return calculator

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

Holdings (30)

NameSectorInstrumentAssets
ServicesEquity5.41%
FinancialEquity5.36%
FinancialEquity5.26%
InsuranceEquity5.12%
CommunicationEquity5.02%
FinancialEquity4.99%
InsuranceEquity4.96%
FinancialEquity4.90%
Capital GoodsEquity4.87%
FinancialEquity4.64%
ServicesEquity4.49%
HealthcareEquity4.44%
HealthcareEquity4.40%
FinancialEquity3.24%
FinancialEquity3.14%
AutomobileEquity2.94%
TechnologyEquity2.70%
ChemicalsEquity2.68%
DiversifiedEquity2.38%
TechnologyEquity2.25%
ServicesEquity2.22%
Capital GoodsEquity2.16%
ServicesEquity2.10%
ConstructionEquity1.90%
FinancialEquity1.69%
Consumer StaplesEquity1.43%
Capital GoodsEquity1.38%
FinancialEquity1.30%
ServicesEquity1.25%
Capital GoodsEquity0.97%
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 returns-3.0%10.1%-17.7%1.2%
Category averageNANA-6.0%NA
Rank with in category524143NA
Understand terms

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 9.35%

Compare funds

HDFC NIFTY200 Momentum 30 Index Fund Direct Growth
VS
Add mutual fund to compare