Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -3.70% | -7.52% | -8.29% | -9.32% | -12.29% | – | – | – | – |
NAV history
About this fund
HDFC NIFTY200 Momentum 30 Index Fund is a passive index fund/ETF offered by HDFC Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹9.39, with assets under management of about ₹612 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, HDFC NIFTY200 Momentum 30 Index Fund has recorded a return of about -12.3%. Its annualised volatility is 20.3% — relatively large fluctuations — and its Sharpe ratio is -0.93, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | -5.19 | -5.64 | -21.76 | 17.38 | 26% | 3% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Nifty LargeMidcap 250 Index Fund Other Scheme - Index Funds | -5.59 | -6.86 | -5.53 | -6.87 | – | – | – | 0.21 |
| HDFC NIFTY Realty Index Fund Other Scheme - Index Funds | -6.77 | -10.81 | 0.18 | -14.42 | – | – | – | – |
| Navi NiftyIT Index Fund Other Scheme - Index Funds | 12.51 | 12.50 | 5.99 | -7.62 | – | – | – | 0.35 |
| Tata Nifty Auto Index Fund Other Scheme - Index Funds | -7.65 | -8.26 | -4.82 | -7.60 | – | – | – | 0.40 |
| Tata Nifty MidSmall Healthcare Index Fund Other Scheme - Index Funds | -8.76 | -4.93 | 8.09 | 8.22 | – | – | – | 0.40 |
| Tata Nifty Realty Index Fund Other Scheme - Index Funds | -6.77 | -10.74 | 0.21 | -14.52 | – | – | – | 0.39 |
| Tata Nifty Financial Services Index Fund Other Scheme - Index Funds | -3.02 | -5.79 | -6.92 | -10.12 | – | – | – | 0.39 |
| Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund Other Scheme - Index Funds | -7.05 | -6.67 | -3.52 | -3.30 | – | – | – | 0.39 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| HDFC Gold ETF Fund of Fund Other Scheme - FoF Domestic | -6.19 | -1.48 | -6.14 | 11.12 | 31.51 | 23.20 | 15.65 | – |
| HDFC Credit Risk Fund Debt Scheme - Credit Risk Fund | -0.42 | 0.77 | 2.88 | 6.02 | 8.00 | 7.01 | 7.73 | – |
| HDFC Banking and PSU Debt Fund Debt Scheme - Banking and PSU Fund | -0.69 | -0.36 | 1.57 | 3.44 | 6.78 | 6.08 | 6.99 | – |
| HDFC Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.59 | 1.51 | 3.11 | 6.61 | 7.24 | 6.73 | 6.13 | – |
| HDFC Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -5.77 | -6.10 | -3.95 | -6.88 | 10.98 | 11.89 | 13.84 | – |
| HDFC Small Cap Fund Equity Scheme - Small Cap Fund | -6.07 | -5.32 | -1.50 | -7.10 | 8.26 | 13.34 | 16.50 | – |
| HDFC Income Plus Arbitrage Active FOF Other Scheme - FoF Domestic | -0.15 | 0.48 | 2.25 | 4.67 | 8.63 | 10.03 | 11.00 | – |
| HDFC Retirement Fund - Equity Plan Solution Oriented Scheme - Retirement Fund | -2.74 | -3.66 | -4.98 | -9.57 | 8.33 | 10.77 | 14.43 | – |