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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

544 Cr

Lock In Period

N/A

Expense Ratio

0.85

Benchmark

Nifty200 Momentum 30 Total Return

Exit Load

Nil

Summary

Latest details for HDFC NIFTY200 Momentum 30 Index Fund Growth include a 10.1144 NAV as of Apr 16,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The HDFC NIFTY200 Momentum 30 Index Fund Growth AUM is ₹544 Cr, with a lock-in of N/A years, expense ratio of 0.85%, and benchmark Nifty200 Momentum 30 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 7.42% returns, against a category average of -0.46% and a category best of 15.44%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.42-0.4615.44
6M-3.800.4555.96
1Y9.963.73157.47
3Y0.0010.72217.70

Portfolio Analysis

  • Equity: 99.89%
  • Debt: 0.11%
  • Others
As on: 2026-03-31
View allocation % by

1. Shriram Finance Ltd.5.15%
2. Bajaj Finance Ltd.4.55%
3. Muthoot Finance Ltd.3.32%
4. L&T Finance Ltd.2.33%
5. Cholamandalam Investment & Finance Co. Ltd.2.09%

1. Eicher Motors Ltd.5.11%
2. TVS Motor Company Ltd.4.60%
3. Hero MotoCorp Ltd.4.24%

1. State Bank of India5.75%
2. Canara Bank2.46%
3. Indian Bank2.01%

1. The Federal Bank Ltd.3.28%
2. Au Small Finance Bank Ltd.3.15%

1. Hindalco Industries Ltd.5.75%

1. Bharti Airtel Ltd.4.80%

1. Asian Paints Limited4.47%

1. Bombay Stock Exchange Limited (BSE)4.37%

1. Maruti Suzuki India Limited4.22%

1. Max Financial Services Ltd.2.14%
2. Aditya Birla Capital ltd.1.97%

1. SBI Life Insurance Company Ltd.3.81%

1. InterGlobe Aviation Ltd.3.65%

1. Cummins India Ltd.3.31%

1. Ashok Leyland Ltd2.34%

1. One 97 Communications Limited2.15%

1. Fortis Healthcare Limited2.11%

1. Fsn Ecommerce Ventures Limited (Nykaa)2.02%

1. GMR Airports Limited1.61%

1. UPL Ltd.1.59%

1. Glenmark Pharmaceuticals Ltd.1.54%

About Fund

HDFC NIFTY200 Momentum 30 Index Fund Growth managed by HDFC Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹544 Crore. The fund benchmarks its performance against the Nifty200 Momentum 30 Total Return while maintaining an expense ratio of 0.85. Under the expert guidance of Nandita Menezes ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Nandita Menezes

Ms. Nandita Menezes holds CA (ICAI, INDIA), B.Com (University of Mumbai). Prior to joining HDFC AMC, she was associated with S.V. Ghatalia & Associates LLP.

Peer Comparison

Fund Name1Y3Y
This FundAxis Nifty500 Momentum 50 Index Fund Growth7.94890
This FundHDFC NIFTY200 Momentum 30 Index Fund Growth9.96040
This FundKotak Silver ETF Growth155.9828216.8053
This FundICICI Prudential Silver ETF Growth156.6278217.6976

FAQs

HDFC NIFTY200 Momentum 30 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HDFC NIFTY200 Momentum 30 Index Fund Growth is 0.85. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HDFC NIFTY200 Momentum 30 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 7.42%
  • 6 Months : -3.80%
  • 1 Year : 9.96%
  • 3 Years : 0.00%
Returns of HDFC NIFTY200 Momentum 30 Index Fund Growth are updated daily based on NAV of ₹ 10.1144 as on Apr 16,2026. Since inception, the return has been 0.00%.

You can invest in HDFC NIFTY200 Momentum 30 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HDFC NIFTY200 Momentum 30 Index Fund Growth is ₹544 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HDFC NIFTY200 Momentum 30 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500