HDFC Nifty 200 Momentum 30 Index Fund
Direct · Growth ₹9.70
19 Oct 2026
NAV
-5.1%
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.
-1.41
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 | -5.8% | -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 | -5.8% | 14.3% | 5.8% | -20.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -5.1% | -5.4% | -21.6% | 16.2% | -1.41 | -0.82 | 27% | — | — |
-31.8%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-15.3%
Avg Drawdown
Calmar Ratio by Duration
-0.16
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.34 | 1.13 | 108.9% | 106.2% | -8.3% | -9.5% |
| 3 Years | -1.51 | 1.24 | 118.0% | 122.1% | -0.9% | 1.7% |
| 5 Years | -0.29 | 1.24 | 118.0% | 122.1% | -0.6% | 1.0% |
| 7 Years | +0.26 | 1.24 | 118.0% | 122.1% | -0.4% | 0.7% |
| 10 Years | +0.65 | 1.24 | 118.0% | 122.1% | -0.3% | 0.5% |
| 12 Years | +0.80 | 1.24 | 118.0% | 122.1% | -0.2% | 0.4% |
| 15 Years | +0.96 | 1.24 | 118.0% | 122.1% | -0.2% | 0.3% |
29
Total Holdings
50.0%
Top 10 Weight
13
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Laurus Labs Ltd. | 6.54% |
| 2 | Multi Commodity Exchange of India L | 6.04% |
| 3 | Tata Steel Ltd. | 5.04% |
| 4 | Hindalco Industries Ltd. | 5.02% |
| 5 | Shriram Finance Ltd. | 5.02% |
| 6 | NTPC Limited | 4.70% |
| 7 | Adani Power (Mundra) Limited | 4.62% |
| 8 | Cummins India Ltd. | 4.46% |
| 9 | GE Vernova T&D India Limited | 4.33% |
| 10 | Vedanta Ltd. | 4.26% |