HDFC Nifty200 Momentum 30 ETF Direct Growth - NAV, Portfolio and Performance

BSE Scrip Code: 543628

NSE/ BSE Symbol : HDFCMOMENT

An open ended scheme replicating/tracking NIFTY200 Momentum 30 Index (TRI)

Investment Objective: The investment objective of the Scheme is to provide investment returns that, before expenses, correspond to the total returns of the Securities as represented by the NIFTY200 Momentum 30 Index, subject to tracking errors. There is no assurance that the investment objective of the Scheme will be realized.

What is the Nifty200 Momentum 30 Index?

The Nifty200 Momentum 30 Index is a Smart Beta Index that focuses on the Momentum factor. It comprises a selection of 30 stocks from NIFTY200 index which are listed on the National Stock Exchange (NSE) in India that exhibit strong momentum characteristics. The index aims to provide exposure to companies with positive price trends and momentum.

Why HDFC Nifty200 Momentum 30 ETF?

Exposure to the Momentum Factor: This ETF provides exposure to the Momentum factor, representing stocks with strong price trends and momentum. Investors can access companies that have exhibited robust momentum in the market.
Smart Beta for Better Risk-Adjusted Returns: The Nifty200 Momentum 30 Index is a Smart Beta Index that utilizes the Momentum factor, for stock selection and weighting. Smart Beta indices aim to deliver improved risk-adjusted returns compared to traditional market cap-weighted indices.
Adapting to Changing Market Conditions: As stock market winners change over time, the ETF can adapt to evolving market conditions, potentially capturing new opportunities for investors.
Returns Aligned with Nifty200 Momentum 30 TRI: The ETF aims to replicate the performance of the Nifty200 Momentum 30 Total Return Index (TRI), allowing investors to potentially earn returns similar to the index.

Who should buy the HDFC Nifty200 Momentum 30 ETF?

The HDFC Nifty200 Momentum 30 ETF is suitable for investors who are interested in gaining exposure to stocks with strong momentum in India. It may be particularly suitable for investors who:

Seek exposure to companies with positive price trends and momentum
Want a diversified portfolio of stocks with strong momentum
Prefer a passive investment approach based on Smart Beta indices
Have a long-term investment horizon aimed at wealth creation

What is the ideal investment time horizon for the HDFC Nifty200 Momentum 30 ETF?

The HDFC Nifty200 Momentum 30 ETF is suitable for investors with a time horizon of 3 years and above.

How to buy the HDFC Nifty200 Momentum 30 ETF?

A. On the Stock Exchange: Investors can buy HDFC Nifty200 Momentum 30 ETF units through a stockbroker on the Stock Exchange(s) i.e. NSE/BSE.

B. Directly with the Fund: Market Makers/Large Investors:

On an ongoing basis, Market Makers and Large Investors* may approach the Fund directly for subscription/redemption of units of the ETF at the Intra-Day NAV in multiples of Creation Unit size. *The minimum application amount for Large Investors shall be Rs. 25 Crores and in multiples of Creation Unit Size^.

^ Not Applicable till February 28, 2025 for a) Schemes managed by Employee Provident Fund Organisation, India and b) Recognised Provident Funds, approved gratuity funds and approved superannuation funds under Income tax act, 1961.

For current constituents of NIFTY200 Momentum 30 Index (TRI), please click here.

For changes to Index constituents, please click here.

For list of Market Makers, click here

Exit Load

Not applicable

Returns

21.15%

Inception Date

11/10/2022

Riskometer

Very High

Min SIP

₹ 100

Ideal for

Wealth Creation

Above 3 years

Entry Load

Not applicable

TER

0.3

Lock in

Not Applicable

iNAV NA

NAV

AUM (30/06/2025)

₹102.30 Cr.

Benchmark

NIFTY200 Momentum 30 Index (TRI)

NIFTY200 Momentum 30...

Performance

No data available

Scheme Returns (%)
Benchmark Returns (%)#
Additional Benchmark Returns (%)##
Value of Investment of Rs 10,000
Scheme Returns (Rs.)
Benchmark (Rs.)#
Additional Benchmark (Rs.)##

^Past performance may or may not be sustained in future and is not a guarantee of any future returns. # Nifty200 Momentum 30 TRI #...Read More

Tracking Error & Difference

View

Calculate Creation Unit

Rebalancing

Fund Managers

Mr. Arun Agarwal

Senior Fund Manager

Abhishek Mor

Fund Manager

Top 10 Holdings

As on 31 May 2025

Downloads

HDFC NIFTY200 Momentum 30 ETF

SID - HDFC NIFTY200 Momentum 30 ETF dated May 30, 2025

KIM - HDFC NIFTY200 Momentum 30 ETF dated May 30, 2025

Passive Speak - HDFC Nifty200 Momentum 30 ETF (PPT)

Smart Beta Investing Leaflet - Momentum & Low Volatility ETFs (April 2024)

Product Labelling

Benchmark Riskometer

very High

THIS PRODUCT IS SUITABLE FOR INVESTORS WHO ARE SEEKING~

Returns that are commensurate (before fees and expenses) with the performance of the NIFTY200 Momentum 30 Index (TRI), over long term, subject to tracking error.
Investment in securities covered by the NIFTY200 Momentum 30 Index

~Investors should consult their financial advisers, if in doubt about whether the product is suitable for them.

NIFTY Disclaimer: The above mentioned Scheme offered by HDFC Asset Management Company Limited (HDFC AMC) having benchmark as NSE Indices is not sponsored, endorsed, sold or promoted by NSE INDICES LIMITED (formerly known as India Index Services & Products Limited (IISL)). NSE INDICES LIMITED does not make any representation or warranty, express or implied (including warranties of merchantability or fitness for particular purpose or use) and disclaims all liability to the owners of the Products or any member of the public regarding the advisability of investing in securities generally or in the Products linked to the NIFTY Indices to track general stock market performance in India. Please read the full Disclaimers in the Offer Document of the Products.

FAQs

How to Invest in HDFC NIFTY200 Momentum 30 ETF?

The units of the Scheme are listed on the National Stock Exchange of India Ltd. (NSE) and BSE Limited (BSE). All investors including Market Makers and Large Investors can subscribe (buy)/redeem (sell) units on a continuous basis on the NSE/BSE on which the Units are listed during the trading hours on all the trading days. In addition, Market Makers and Large Investors can directly subscribe to/redeem units of the Scheme on all Business Days with the Fund in ‘Creation Unit Size’ at Intra-day NAV based prices on an ongoing basis.

Can I invest in SIP and Lump Sum of HDFC NIFTY200 Momentum 30 ETF?

SIP is not available under this scheme.

Presently the Scheme does not offer any Plans/Options for investment.
However, Trustees may at their absolute discretion reserve the right to distribute income from time to time (which will be paid out to the Unit holders) in accordance with the IDCW Policy. The AMC and the Trustees reserve the right to introduce such other Plans/Options as they deem necessary or desirable from time to time, in accordance with the SEBI Regulations.