Should I invest in HDFC NIFTY200 Momentum 30 Index Fund?

We don't give personal investment advice. HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

HDFC

HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan

Latest NAV

₹9.9424

As of

3 Jun 2026

555 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.02%	+0.09%	-0.08	180 / 246	Q3
1W	-2.52%	-1.14%	-1.38	214 / 246	Q4
2W	+0.06%	+0.01%	+0.05	169 / 246	Q3
1M	-1.20%	-0.58%	-0.62	183 / 246	Q3
3M	-2.82%	+0.04%	-2.86	189 / 241	Q4
6M	-6.48%	-2.34%	-4.13	178 / 235	Q4
YTD	-4.35%	-2.52%	-1.83	162 / 238	Q3
1Y	-2.34%	+0.63%	-2.97	165 / 220	Q3
2Y	-8.77%	+2.75%	-11.53	142 / 149	Q4
3Y	—	—	—	—	—
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	-0.23%	+5.47%	-5.70	203 / 246	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.35%	-2.50%	-1.84	161 / 236
2025	-5.90%	+4.47%	-10.37	159 / 185
2024	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

-7.90%

16 windows

min -18.1% · max 11.8%

13% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

—

Insufficient history

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC NIFTY100 Low Volatility 30 Index Fund - Regular Plan	HDFC	₹9.9021	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Regular Plan - IDCW Option	Nippon India	₹9.3228	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)	SBI	₹9.7387	3 Jun 2026
Bandhan Nifty Alpha 50 Index Fund - Regular Plan - IDCW	Bandhan	₹13.4641	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout	Aditya Birla Sun Life	₹10.1737	3 Jun 2026
Motilal Oswal BSE Low Volatility Index Fund-Regular plan	Motilal Oswal	₹15.3569	3 Jun 2026
Kotak Nifty 100 Equal Weight Index Fund - Regular Plan - IDCW Option	Kotak	₹10.6840	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan IDCW	Edelweiss	₹13.9287	3 Jun 2026
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - IDCW	DSP	₹21.0583	3 Jun 2026
Navi Nifty Smallcap 250 Momentum quality index fund- Regular Plan	Navi	₹11.1657	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹9.9424
2 Jun 2026	₹9.9420
1 Jun 2026	₹9.9403
29 May 2026	₹10.0950
27 May 2026	₹10.2621
26 May 2026	₹10.1994
25 May 2026	₹10.2086
22 May 2026	₹10.0390
21 May 2026	₹9.9772
20 May 2026	₹9.9936

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan is ₹9.9424. It's a Index Fund from HDFC, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan has NAV history starting from 28 Feb 2024, a track record of about 2 years 3 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan is managed by HDFC. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan has delivered a absolute return of -2.34% — -2.97 pp behind the Index Fund category average of 0.63%. The fund ranks #165 of 220 in its category — the third (Q3) quartile.

HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan doesn't have a complete 3-year window yet (we need at least 3 year of NAVs). Check the shorter-window returns above.

HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan doesn't yet have a 3-year CAGR on file, so a ₹1 lakh growth projection isn't reliable.

A ₹10,000 monthly SIP in HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan over the last 1 year — total invested ₹120,000 — would be worth ₹117,896 today. That's an XIRR (money-weighted annualised return) of -3.23%.

HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan doesn't yet have 10 years of NAVs. Over the longest available window (1-year SIP), ₹10,000/month would have grown to ₹117,896 — XIRR -3.23%.

HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan doesn't yet have a peer rank on file — typically because its category set is too small or it lacks the required NAV history. Compare manually using the returns table above.

HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan doesn't have a computed drawdown figure yet.

Consistency stats for HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.

In calendar year 2025, HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan returned -5.90% — lagging the Index Fund category average of 4.47% by 10.37 pp. It ranked #159 of 185 in its category that year.

HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Peers in Index Fund

Recent NAVs

Frequently asked questions

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