HDFC Nifty 200 Momentum 30 Index Fund
Direct · Growth ₹10.43
18 Aug 2026
NAV
-5.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-1.43
Sharpe
-31.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.40%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹11.82 L | -6.2% | -40.5% | 15.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | -6.2% | 14.4% | 9.4% | -20.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -5.6% | -6.7% | -21.6% | 16.2% | -1.43 | -0.82 | 24% | — | — |
-31.8%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-14.9%
Avg Drawdown
Calmar Ratio by Duration
-0.18
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.03 | 1.20 | 117.9% | 110.5% | 1.3% | -2.9% |
| 3 Years | -1.03 | 1.27 | 121.4% | 125.3% | 1.3% | 3.2% |
| 5 Years | +0.10 | 1.27 | 121.4% | 125.3% | 0.8% | 1.9% |
| 7 Years | +0.56 | 1.27 | 121.4% | 125.3% | 0.5% | 1.4% |
| 10 Years | +0.92 | 1.27 | 121.4% | 125.3% | 0.4% | 0.9% |
| 12 Years | +1.06 | 1.27 | 121.4% | 125.3% | 0.3% | 0.8% |
| 15 Years | +1.20 | 1.27 | 121.4% | 125.3% | 0.3% | 0.6% |
29
Total Holdings
49.1%
Top 10 Weight
13
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Laurus Labs Ltd. | 5.78% |
| 2 | Shriram Finance Ltd. | 5.15% |
| 3 | Hindalco Industries Ltd. | 5.00% |
| 4 | Tata Steel Ltd. | 5.00% |
| 5 | Cummins India Ltd. | 4.98% |
| 6 | NTPC Limited | 4.88% |
| 7 | Multi Commodity Exchange of India L | 4.75% |
| 8 | Bombay Stock Exchange Limited (BSE) | 4.70% |
| 9 | Adani Power (Mundra) Limited | 4.61% |
| 10 | GE Vernova T&D India Limited | 4.29% |