Money Lancer
← Index Fund
HDFC Mutual Fund
HDFC Mutual Fund · Index Fund

HDFC Nifty 200 Momentum 30 Index Fund - Regular Plan

To generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY200 Momentum 30 Index (TRI), subject to tracking error. There is no assurance that the investment objective of the Scheme will be achieved.

EquityBenchmark · Nifty 200 Momentum 30 TRITER · 1.28%Inception · 28-02-2024
NAV
₹9.73
+0.30% · as of 13-10-2026
Since inception
-1.01%
CAGR
Benchmark (inception)
18.24%
CAGR
Fund size
₹568 Cr
AUM
Expense ratio
1.28%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +-1.01% CAGR vs benchmark +18.24%.

Portfolio

Where the money is invested

Top holdings

Shriram Finance Limited5.08%
CUMMINS INDIA LIMITED EQ FV RS.25.06%
Multi Commodity Exchange of India L4.96%
NTPC LIMITED EQ4.96%
BSE LIMITED EQ NEW FV RS. 2/-4.94%
TATA STEEL LIMITED EQ NEW FV RE.1/-4.91%
GE T&D INDIA LIMITED EQ NEW RS. 2/-4.86%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-4.86%
Adani Power Limited4.83%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-4.78%

Sector allocation

Capital Goods26.18%
Financial Services21.00%
Metals & Mining18.22%
Power15.12%
Healthcare8.97%
Automobile and Auto Components6.28%
Telecommunication2.15%
Chemicals1.96%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ -1.0% p.a.
₹10,000
10 years
Projected value
₹11,40,885
Invested: ₹12,00,000
Gained: -₹59,115
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
A
Arun Agarwal and Nandita Menezes
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152429
ISIN (Growth)
INF179KC1IB6
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers

Other Index Fund funds

Want a personalised recommendation?

Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.

Chat with us