HDFC NIFTY200 Momentum 30 Index Fund Growth

HDFC NIFTY200 Momentum 30 Index Fund Growth

1M
6M
1Y
All
NAV: 05 Jun '26
₹9.95
Min. for SIP
₹100
Fund size (AUM)
₹609.18 Cr
Expense ratio
0.85%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,343
+2.29%
6 months₹30,000₹30,073
+0.24%
1 year₹60,000₹59,098
-1.50%

Holdings (32)

NameSectorInstrumentsAssets
Hindalco Industries LtdMaterialsEquity6.05%
State Bank of IndiaFinancialEquity5.63%
BSE LtdFinancialEquity5.31%
Shriram Transport Finance Company LtdFinancialEquity4.97%
Eicher Motors LtdConsumer DiscretionaryEquity4.94%
Bajaj Finance LtdFinancialEquity4.77%
Bharti Airtel LtdTechnologyEquity4.56%
Asian Paints LtdMaterialsEquity4.53%
TVS Motor Company LtdConsumer DiscretionaryEquity4.28%
Maruti Suzuki India LtdConsumer DiscretionaryEquity4.09%
Hero Motocorp LtdConsumer DiscretionaryEquity3.83%
Interglobe Aviation LtdIndustrialsEquity3.57%
SBI Life Insurance Company LtdFinancialEquity3.50%
Cummins India LtdIndustrialsEquity3.47%
AU Small Finance Bank LtdFinancialEquity3.41%
The Federal Bank LtdFinancialEquity3.25%
Muthoot Finance LtdFinancialEquity3.23%
L&T Finance Holdings LtdFinancialEquity2.44%
Canara BankFinancialEquity2.41%
Ashok Leyland LtdIndustrialsEquity2.21%
One 97 Communications LtdIndustrialsEquity2.20%
Fortis Healthcare LtdHealthcareEquity2.19%
Cholamandalam Investment & Finance Company LtdFinancialEquity2.16%
Aditya Birla Capital LtdFinancialEquity2.08%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity2.04%
Max Financial Services LtdFinancialEquity2.04%
Indian BankFinancialEquity1.82%
GMR Airports Infrastructure LtdIndustrialsEquity1.64%
UPL LtdMaterialsEquity1.61%
Glenmark Pharmaceuticals LtdHealthcareEquity1.56%
RepoUnspecifiedRepo0.12%
Net Current AssetsUnspecifiedNet Current Assets0.09%
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-3.0%-5.6%-0.8%+0.9%
Category average (Equity Large & MidCap)----+0.9%--
Rank (Equity Large & MidCap)594648--

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

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%.
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

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 ₹9,37,048 Cr and the Latest NAV as of 05 Jun 2026 is ₹9.95. 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₹9,37,047.59 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,