HDFC NIFTY200 Momentum 30 Index Fund Direct Growth
Get the latest NAV of HDFC NIFTY200 Momentum 30 Index Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.30
▲0.1%1D
NAV as on 03 Sep 2026
1.19%/per year
Since Inception
▲▼
3768 people have invested ₹ 70.8L in HDFC NIFTY200 Momentum 30 Index Fund in the last three months
Peer comparison
HDFC NIFTY200 Momentum 30 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HDFC NIFTY200 Momentum 30 Index Fund Asset Allocation
See fund asset allocation details as on (15-Aug-26)
Fund Distribution
as on (15-Aug-26)
HDFC NIFTY200 Momentum 30 Index Fund Sector Allocation
See fund sector allocation details as on (15-Aug-26)
Sector Allocation
Top 3 Sectors in July were Industrial, Financial Services & Basic Materials
Industrial
25%
Financial Services
21%
Basic Materials
20%
Industrial
26%
Financial Services
21%
Basic Materials
20%
HDFC NIFTY200 Momentum 30 Index Fund Holdings Details
as on (31-Aug-26)
HDFC NIFTY200 Momentum 30 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.12% |
Benchmark | Nifty200 Momentum 30 TR INR |
| AUM | ₹609 Cr |
| Inception Date | 28 February, 2024 |
| Min Lumpsum/SIP | ₹100/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 146.04% |
| Risk |   Very High Risk |
About HDFC NIFTY200 Momentum 30 Index Fund
HDFC NIFTY200 Momentum 30 Index Fund Direct Growth is an equity fund. This fund was started on 28 February, 2024. The fund is managed by Arun Agarwal, Nandita Menezes. The fund could potentially beat inflation in the long-run.
Key Parameters
- HDFC NIFTY200 Momentum 30 Index Fund has ₹609 Cr worth of assets under management (AUM) as on Aug 2026 and is more than category average.
- The fund has an expense ratio 1.1.
Returns
HDFC NIFTY200 Momentum 30 Index Fund has given a CAGR return of 1.19% since inception. Over the last 1 year the fund has given a CAGR return of 1.67%.
Holdings
HDFC NIFTY200 Momentum 30 Index Fund has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Basic Materials, Utilities, Health, Consumer Cyclical, Communication. Its top holdings are Laurus Labs Ltd, Shriram Finance Ltd, Hindalco Industries Ltd, Tata Steel Ltd, Cummins India Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of HDFC NIFTY200 Momentum 30 Index Fund
The investment objective of the Scheme is to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY200 Momentum 30 Index TRI (Underlying Index), subject to tracking error.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. HDFC NIFTY200 Momentum 30 Index Fund has no lock in period.
Fund Manager
Arun Agarwal
Fund Manager of HDFC NIFTY200 Momentum 30 Index Fund, since 28 February 2024
Nandita Menezes
Fund Manager of HDFC NIFTY200 Momentum 30 Index Fund, since 29 March 2025
- AUM of the fund stands at 608.8 Cr as of Jul'26
- AUM decreased by 11.6 Cr between Jul'26 and Jun'26
Frequently Asked Questions for HDFC NIFTY200 Momentum 30 Index Fund Direct Growth
How do I invest in HDFC NIFTY200 Momentum 30 Index Fund?
- Download the INDmoney app.
- Search for ‘HDFC NIFTY200 Momentum 30 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.