HDFC NIFTY200 Momentum 30 Index Fund Growth

HDFC NIFTY200 Momentum 30 Index Fund Growth

1M
6M
1Y
All
NAV: 23 Apr '26
₹10.11
Min. for SIP
₹100
Fund size (AUM)
₹543.67 Cr
Expense ratio
0.89%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,333
+2.22%
6 months₹30,000₹29,974
-0.09%
1 year₹60,000₹60,043
+0.07%

Holdings (30)

NameSectorInstrumentsAssets
Hindalco Industries Ltd.Metals & MiningEquity5.75%
State Bank of IndiaFinancialEquity5.75%
Shriram Finance LtdFinancialEquity5.15%
Eicher Motors Ltd.AutomobileEquity5.11%
Bharti Airtel Ltd.CommunicationEquity4.80%
TVS Motor Company Ltd.AutomobileEquity4.60%
Bajaj Finance Ltd.FinancialEquity4.55%
Asian Paints Ltd.ChemicalsEquity4.47%
BSE Ltd.ServicesEquity4.37%
Hero Motocorp Ltd.AutomobileEquity4.24%
Maruti Suzuki India Ltd.AutomobileEquity4.22%
SBI Life Insurance Company Ltd.InsuranceEquity3.81%
Interglobe Aviation Ltd.ServicesEquity3.65%
Muthoot Finance Ltd.FinancialEquity3.32%
Cummins India Ltd.Capital GoodsEquity3.31%
The Federal Bank Ltd.FinancialEquity3.28%
AU Small Finance Bank Ltd.FinancialEquity3.15%
Canara BankFinancialEquity2.46%
Ashok Leyland Ltd.AutomobileEquity2.34%
L&T Finance Ltd.FinancialEquity2.33%
One97 Communications Ltd.ServicesEquity2.15%
Max Financial Services Ltd.FinancialEquity2.14%
Fortis Healthcare Ltd.HealthcareEquity2.11%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.09%
FSN E-Commerce Ventures Ltd.ServicesEquity2.02%
Indian BankFinancialEquity2.01%
Aditya Birla Capital Ltd.FinancialEquity1.97%
GMR Airports Ltd.ConstructionEquity1.61%
UPL Ltd.ChemicalsEquity1.59%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.54%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-1.0%-3.7%+9.3%+2.0%
Category average (Equity Large & MidCap)----+0.9%--
Rank (Equity Large & MidCap)445129--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Fund management

AA
Arun Agarwal
Feb 2024 - Present
View details

Education
Mr. Agarwal is a B.Com. and Chartered Accountant
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, UTI Asset Management Pvt. Ltd.
Also manages these schemes

NM
Nandita Menezes
Mar 2025 - Present
View details

About HDFC NIFTY200 Momentum 30 Index Fund Growth

HDFC NIFTY200 Momentum 30 Index Fund Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 10 Dec 1999. Arun Agarwal is the Current Fund Manager of HDFC NIFTY200 Momentum 30 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹8,54,364 Cr and the Latest NAV as of 23 Apr 2026 is ₹10.11. The HDFC NIFTY200 Momentum 30 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;

Investment Objective

The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY200 Momentum 30 Index (TRI), subject to tracking error.
Fund benchmarkNifty 200 Momentum 30 Total Return Index

Fund house

Rank (total assets)#2 in India
Total AUM₹8,54,364.43 Cr
Date of Incorporation10 Dec 1999
Phone022 – 66316333
Launch Date10 Dec 1999
Address"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,