May 26, 2025
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HDFC NIFTY200 Momentum 30 Index Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 10.1915
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
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 Manager:
1) Nandita Menezes
Education: CA (ICAI, INDIA), B.Com (University of Mumbai)
Experience: Prior to joining HDFC AMC, she was associated with S.V. Ghatalia & Associates LLP.
2) Arun Agarwal
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.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of HDFC NIFTY200 Momentum 30 Index Fund
| Fund House | HDFC Mutual Fund |
| Launch Date | 28-Feb-24 |
| Return Since Launch | 1.55% |
| Benchmark | Nifty 200 Momentum 30 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 713 Cr |
| (As on 30-Apr-2025) | |
| Expense | 0.40% |
| (As on 30-Apr-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 127.25% |
Trailing Returns (%) of HDFC NIFTY200 Momentum 30 Index Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| HDFC NIFTY200 Momentum 30 Index Dir | -7.38 | 0.71 | 3.63 | 7.66 | -8.91 | -11.89 | — | — | — | — |
| BSE Large Mid Cap TRI | 3.01 | 0.81 | 2.26 | 9.85 | 3.09 | 6.43 | — | — | — | — |
| Equity: Large & MidCap | -1.58 | 0.64 | 2.60 | 9.59 | -0.22 | 4.77 | — | — | — | — |
| Rank within category | 48 | 26 | 9 | 43 | 51 | 43 | — | — | — | — |
| Number of funds in category | 54 | 58 | 58 | 55 | 52 | 44 | 32 | 25 | 19 | 18 |
Peer Comparison of HDFC NIFTY200 Momentum 30 Index Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| HDFC NIFTY200 Momentum 30 Index Dir | Unrated | -11.89 | — | — | 0.40 | 713 | 1.55 | — | 1Y 2M | 127.25 |
| UTI Nifty200 Momentum 30 Index Dir | 1 star | -11.17 | 21.05 | — | 0.43 | 7,612 | 19.33 | — | 4Y 2M | 116.00 |
| Nippon India Nifty Alpha Low Volatility 30 Index Dir | Unrated | -2.66 | — | — | 0.35 | 1,346 | 18.40 | — | 2Y 9M | 71.00 |
| Zerodha Nifty Large Midcap 250 Index Dir | Unrated | 7.45 | — | — | 0.28 | 890 | 21.91 | — | 1Y 6M | 15.00 |
| Motilal Oswal Nifty 200 Momentum 30 Index Dir | 1 star | -11.49 | 20.72 | — | 0.32 | 852 | 13.62 | 1.00 (15) | 3Y 3M | 130.00 |
Portfolio Analysis of HDFC NIFTY200 Momentum 30 Index Fund
| No. of Stocks | 31 |
| Top 10 Stocks | 50.61% |
| Top 5 Stocks | 27.60% |
| Top 3 Sectors | 62.38% |
| Portfolio P/B Ratio | 6.89 |
| Portfolio P/E Ratio | 35.49 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,72,993 | 1,61,392 |
| Giant (%) | 50.03 | 45.00 |
| Large (%) | 38.65 | 30.92 |
| Mid (%) | 11.32 | 22.98 |
| Small (%) | — | 4.17 |
| Tiny (%) | — | 0.02 |
Chanakya’s Mutual Fund Guidance For HDFC NIFTY200 Momentum 30 Index Fund
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