Q: What are the returns of HDFC NIFTY200 Momentum 30 Index Fund?

The HDFC NIFTY200 Momentum 30 Index Fund is a 1 yrs 3 m old fund and has delivered average annual returns of 3.4% since inception. HDFC NIFTY200 Momentum 30 Index Fund Returns 1-Year Since Inception -8.95% 3.4%

Question 1

What is the current NAV of HDFC NIFTY200 Momentum 30 Index Fund?

Accepted Answer

The current Net Asset Value (NAV) of the HDFC NIFTY200 Momentum 30 Index Fund - Direct Growth plan is approximately ₹10.4357 as of Jun 05, 2025.

Question 2

What are the returns of HDFC NIFTY200 Momentum 30 Index Fund?

Accepted Answer

The HDFC NIFTY200 Momentum 30 Index Fund is a 1 yrs 3 m old fund and has delivered average annual returns of 3.4% since inception.

HDFC NIFTY200 Momentum 30 Index Fund Returns

1-Year	Since Inception
-8.95%	3.4%

Question 3

How much does HDFC NIFTY200 Momentum 30 Index Fund charge as the expense ratio?

Accepted Answer

The HDFC NIFTY200 Momentum 30 Index Fund - Direct Growth has an expense ratio of 0.4%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of HDFC NIFTY200 Momentum 30 Index Fund?

Accepted Answer

The HDFC NIFTY200 Momentum 30 Index Fund currently has assets under management (AUM) or fund size valued at approximately ₹668 Crs crore as of Mar 31, 2025.

Question 5

What are the top stock holdings of HDFC NIFTY200 Momentum 30 Index Fund?

Accepted Answer

The HDFC NIFTY200 Momentum 30 Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Bharti Airtel Ltd.	6.26%
Sun Pharmaceutical Industries Ltd.	5.44%
Mahindra & Mahindra Ltd.	5.18%
Divi's Laboratories Ltd.	5.03%
HCL Technologies Ltd.	4.84%
Tech Mahindra Ltd.	4.77%
Infosys Ltd.	4.76%
Bharat Electronics Ltd.	4.5%
Persistent Systems Ltd.	4.46%
The Indian Hotels Company Ltd.	4.39%

Question 6

What are the top sectors HDFC NIFTY200 Momentum 30 Index Fund has invested in?

Accepted Answer

The HDFC NIFTY200 Momentum 30 Index Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Bharti Airtel Ltd.	6.26%
Sun Pharmaceutical Industries Ltd.	5.44%
Mahindra & Mahindra Ltd.	5.18%
Divi's Laboratories Ltd.	5.03%
HCL Technologies Ltd.	4.84%
Tech Mahindra Ltd.	4.77%
Infosys Ltd.	4.76%
Bharat Electronics Ltd.	4.5%
Persistent Systems Ltd.	4.46%
The Indian Hotels Company Ltd.	4.39%

Question 7

What is the risk level of HDFC NIFTY200 Momentum 30 Index Fund?

Accepted Answer

This is a Large & Midcap Index fund comes with Very High risk.

Question 8

Is there any lock-in period in HDFC NIFTY200 Momentum 30 Index Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in HDFC NIFTY200 Momentum 30 Index Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for HDFC NIFTY200 Momentum 30 Index Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in HDFC NIFTY200 Momentum 30 Index Fund is complete.

Question 10

How can I redeem my investments in HDFC NIFTY200 Momentum 30 Index Fund?

Accepted Answer

Redeeming your investments in HDFC NIFTY200 Momentum 30 Index Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in HDFC NIFTY200 Momentum 30 Index Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.4% as on May 31, 2025
Exit load	0%
AUM (Fund size)	₹668 Crs
Lock-in	No Lockin
Age	1 yrs 3 m since Feb 09, 2024
Benchmark	Nifty 200 Momentum 30 TRI
Min. investment	SIP ₹100 & Lump. ₹100
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Period	This fund	Category average
1 Month	6.57%	5.6%
3 Months	13.52%	12.63%
6 Months	-11.98%	-5.34%
1 Year	-8.95%	-0.73%

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
HDFC NIFTY200 Momentum 30 Index Fund	N.A.	₹668 Crs	1 yrs 3 m	0.4%
Motilal Oswal BSE Enhanced Value Index Fund	N.A.	₹815 Crs	2 yrs 10 m	0.4%
Zerodha Nifty Large Midcap 250 Index Fund	N.A.	₹890 Crs	1 yrs 7 m	0.28%
Kotak Nifty 200 Momentum 30 Index Fund	N.A.	₹351 Crs	2 yrs	0.29%
Mirae Asset Diversified Equity Allocator Passive FoF	N.A.	₹902 Crs	4 yrs 9 m	0.05%
Motilal Oswal BSE Quality Index Fund	N.A.	₹48 Crs	2 yrs 10 m	0.38%

Fund name	1M	6M	1Y	3Y	5Y	10Y
HDFC NIFTY200 Momentum 30 Index Fund	6.57%	-11.98%	-8.95%	N.A.	N.A.	N.A.
Motilal Oswal BSE Enhanced Value Index Fund	5.37%	-1.27%	2.62%	33.43%	18.89%	9.04%
Zerodha Nifty Large Midcap 250 Index Fund	5.89%	-0.42%	9.15%	11.19%	6.57%	3.23%
Kotak Nifty 200 Momentum 30 Index Fund	6.6%	-11.65%	-7.81%	13.55%	7.92%	3.89%
Mirae Asset Diversified Equity Allocator Passive FoF	3.78%	-1.29%	7.62%	18.16%	19.81%	9.46%
Motilal Oswal BSE Quality Index Fund	6.22%	-0.4%	-0.52%	18.76%	10.86%	5.29%

Fund name	Std. deviation	Beta	Sharpe	Sortino
HDFC NIFTY200 Momentum 30 Index Fund	N.A.	N.A.	N.A.	N.A.
Motilal Oswal BSE Enhanced Value Index Fund	N.A.	N.A.	N.A.	N.A.
Zerodha Nifty Large Midcap 250 Index Fund	N.A.	N.A.	N.A.	N.A.
Kotak Nifty 200 Momentum 30 Index Fund	N.A.	N.A.	N.A.	N.A.
Mirae Asset Diversified Equity Allocator Passive FoF	14.05	1.01	0.8	1.23
Motilal Oswal BSE Quality Index Fund	N.A.	N.A.	N.A.	N.A.

HDFC NIFTY200 Momentum 30 Index Fund Direct-Growth

Historical NAV & returns

HDFC NIFTY200 Momentum 30 Index Fund overview

HDFC NIFTY200 Momentum 30 Index Fund Returns calculator

Trailing returns as on Jun 01, 2025

Asset allocationas on Mar 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

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About this fund

About HDFC NIFTY200 Momentum 30 Index Fund

Fund managers

Investment objective

HDFC Mutual Fund details

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Frequently asked questions

HDFC NIFTY200 Momentum 30 Index Fund Returns

ET Money rank

Fund AUM	₹668 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

No. of schemes	75 view all schemes
Total AUM	₹7,80,967 Crs as on Mar 31, 2025
Address	"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate Mumbai, 400020
Email	shareholders.relations@hdfcfund.com
Phone	022 ? 66316333

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
HDFC Infrastructure Fund	N.A.	₹2,329 Crs	7.64%	36.27%
HDFC Small Cap Fund	N.A.	₹30,223 Crs	10.66%	35.58%
HDFC Mid-Cap Opportunities Fund	N.A.	₹72,610 Crs	12.62%	33.86%
HDFC Focused 30 Fund	N.A.	₹17,227 Crs	14.1%	30.87%
HDFC Flexi Cap Fund	N.A.	₹69,639 Crs	13.83%	30.14%
HDFC Large and Mid Cap Fund	N.A.	₹23,380 Crs	8.65%	29.32%

Sector	Percentage of Portfolio
Services	24.81%
Technology	23.849999999999998%
Healthcare	14.670000000000002%
Capital Goods	10.969999999999999%
Automobile	7.799999999999999%
Communication	6.26%
Consumer Discretionary	3.38%
Metals & Mining	3.04%
Consumer Staples	2.23%
Financial	2.19%