HDFC Nifty 200 Momentum 30 Index Fund
Direct · Growth ₹10.28
06 Jul 2026
NAV
-6.0%
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.
-1.46
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.
NA
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 | ₹11.80 L | -6.6% | -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 | -6.6% | 14.5% | 9.1% | -21.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -6.0% | -7.3% | -21.6% | 16.2% | -1.46 | -0.83 | 22% | — | — |
-31.8%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-14.7%
Avg Drawdown
Calmar Ratio by Duration
-0.19
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.93 | 1.23 | 119.2% | 114.7% | -1.7% | -3.4% |
| 3 Years | -1.80 | 1.28 | 121.6% | 127.0% | 0.6% | 3.3% |
| 5 Years | -0.33 | 1.28 | 121.6% | 127.0% | 0.4% | 2.0% |
| 7 Years | +0.27 | 1.28 | 121.6% | 127.0% | 0.3% | 1.4% |
| 10 Years | +0.74 | 1.28 | 121.6% | 127.0% | 0.2% | 1.0% |
| 12 Years | +0.92 | 1.28 | 121.6% | 127.0% | 0.1% | 0.8% |
| 15 Years | +1.10 | 1.28 | 121.6% | 127.0% | 0.1% | 0.7% |
30
Total Holdings
49.4%
Top 10 Weight
17
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Hindalco Industries Ltd. | 6.51% |
| 2 | Bombay Stock Exchange Limited (BSE) | 5.99% |
| 3 | State Bank of India | 5.03% |
| 4 | Shriram Finance Ltd. | 4.97% |
| 5 | Eicher Motors Ltd. | 4.94% |
| 6 | Asian Paints Limited | 4.90% |
| 7 | Bajaj Finance Ltd. | 4.58% |
| 8 | Bharti Airtel Ltd. | 4.38% |
| 9 | TVS Motor Company Ltd. | 4.07% |
| 10 | Maruti Suzuki India Limited | 4.00% |