Aeterna Wealth
Index Fund · Regular plan · Growth

HDFC NIFTY200 Momentum 30 Index Fund (Regular)

HDFC Mutual Fund · benchmark NIFTY200 Momentum 30 TRI · 2.7 years old · AMFI code 152429

B
Track-record rating: 4 of 7 in Index: NIFTY200 MOMENTUM 30

B (middle of the peer group), score 58.4 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months-1.8%-1.2%-0.6%3 / 7
1 year-5.6%-4.4%-1.2%4 / 7
3 years (a year)––––
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Tracking difference, 1Y-1.20%
Tracking error, 1Y0.24%

Portfolio

Laurus Labs Ltd.6.5%
Multi Commodity Exchange of India L6.0%
Tata Steel Ltd.5.0%
Shriram Finance Ltd.5.0%
Hindalco Industries Ltd.5.0%
NTPC Limited4.7%
Adani Power (Mundra) Limited4.6%
Cummins India Ltd.4.5%
GE Vernova T&D India Limited4.3%
Vedanta Ltd.4.3%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of HDFC NIFTY200 Momentum 30 Index Fund (Regular plan)?

₹9.89 on 5 Nov 2026 (Growth option).

What is the expense ratio of HDFC NIFTY200 Momentum 30 Index Fund (Regular)?

1.22% a year; the Direct plan's is 0.75%.

What does HDFC NIFTY200 Momentum 30 Index Fund invest in?

Its largest holdings are Laurus Labs Ltd., Multi Commodity Exchange of India L, Tata Steel Ltd., with 30 stocks in all (September 2026 portfolio).

How is HDFC NIFTY200 Momentum 30 Index Fund rated?

B: 4 of 7 Regular plans in Index: NIFTY200 MOMENTUM 30, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HDFC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.