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HDFC NIFTY200 Momentum 30 Index Fund - Regular Plan is an index scheme managed by HDFC Mutual Fund. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 0.94% on assets of ₹609Cr. The fund is currently managed by Nandita Menezes, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 95% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/- | Basic Materials | 6.05% |
| STATE BANK OF INDIA EQ NEW RE. 1/- | Financial Services | 5.63% |
| BSE LIMITED EQ NEW FV RS. 2/- | Financial Services | 5.31% |
| Shriram Finance Limited | Financial Services | 4.97% |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | Consumer Cyclical | 4.94% |
| Bajaj Finance Limited | Financial Services | 4.77% |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | Communication Services | 4.56% |
| ASIAN PAINTS LIMITED EQ NEW FV Re. 1/- | Basic Materials | 4.53% |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | Consumer Cyclical | 4.28% |
| MARUTI SUZUKI INDIA LIMITED EQ | Consumer Cyclical | 4.09% |
| HERO MOTOCORP LIMITED EQ FV RS 2 | Consumer Cyclical | 3.83% |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | Industrials | 3.57% |
| SBI LIFE INSURANCE COMPANY LIMITED EQ | Financial Services | 3.50% |
| CUMMINS INDIA LIMITED EQ FV RS.2 | Industrials | 3.47% |
| AU SMALL FINANCE BANK LIMITED EQ | Financial Services | 3.41% |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | Financial Services | 3.25% |
| MUTHOOT FINANCE LIMITED EQ | Financial Services | 3.23% |
| L & T FINANCE HOLDINGS LIMITED EQ | Financial Services | 2.44% |
| ASHOK LEYLAND LIMITED EQ NEW FV RE.1/- | Industrials | 2.21% |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | Technology | 2.20% |
| FORTIS HEALTHCARE LIMITED. EQ | Healthcare | 2.19% |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | Financial Services | 2.16% |
| ADITYA BIRLA CAPITAL LIMITED EQ | Financial Services | 2.08% |
| FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- | Consumer Cyclical | 2.04% |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | Financial Services | 2.04% |
| Sector | Holdings | Weight |
|---|---|---|
| Finance | 6 | 19.65% |
| Automobiles | 4 | 17.14% |
| Banks | 3 | 16.52% |
| Non - Ferrous Metals | 1 | 6.05% |
| Insurance | 2 | 5.54% |
| Capital Markets | 1 | 5.31% |
| Telecom - Services | 1 | 4.56% |
| Consumer Durables | 1 | 4.53% |
| Transport Services | 1 | 3.57% |
| Industrial Products | 1 | 3.47% |
| Agricultural, Commercial & Construction Vehicles | 1 | 2.21% |
| Financial Technology (Fintech) | 1 | 2.20% |
| Healthcare Services | 1 | 2.19% |
| Retailing | 1 | 2.04% |
| Transport Infrastructure | 1 | 1.64% |
| Fertilizers & Agrochemicals | 1 | 1.61% |
| Pharmaceuticals & Biotechnology | 1 | 1.56% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 49.1% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 4 data points.