Hdfc Nifty200 Momentum 30 Etf Overview
Category ETF
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 19-11-2024
NAV ₹33.33(R) +0.72% (D) %
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 36.6% -% -% -% -%
LumpSum (D)
SIP (R) -4.31% -% -% -% -%
SIP (D)
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
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SBI Nifty Next 50 ETF 15
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NAV Date: 19-11-2024

Scheme Name NAV Rupee Change Percent Change
HDFC NIFTY200 MOMENTUM 30 ETF - Growth Option 33.33
0.2400
0.7200%

Review Date: 19-11-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated four return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. The performance of each parameter is outlined below.
    1. Top 25%: The HDFC Nifty200 Momentum 30 Etf has one return parameter in the top 25% in the category, as shown below:
      • 1Y Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: HDFC Nifty200 Momentum 30 Etf has three return parameters that are below average in the category, which are listed below:
      • 6M Return %
      • 3M Return %
      • 1M Return %
  2. Risk: It refers to the chance of suffering a financial loss or not reaching the expected profits due to a variety of circumstances. Zero risk parameters of the fund are divided into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: HDFC Nifty200 Momentum 30 Etf does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: HDFC Nifty200 Momentum 30 Etf does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: HDFC Nifty200 Momentum 30 Etf does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -8.49
-4.13
-9.06 | 5.67 177 | 186 Poor
3M Return % -7.93
-2.35
-14.26 | 25.71 167 | 186 Poor
6M Return % -3.13
4.92
-10.18 | 26.60 159 | 178 Poor
1Y Return % 36.60
15.71
-89.10 | 54.69 27 | 166 Very Good
1Y SIP Return % -4.31
-6.01
-39.83 | 26.22 59 | 154 Good
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.72 ₹ 10,072.00 ₹
1W -1.54 ₹ 9,846.00 ₹
1M -8.49 ₹ 9,151.00 ₹
3M -7.93 ₹ 9,207.00 ₹
6M -3.13 ₹ 9,687.00 ₹
1Y 36.60 ₹ 13,660.00 ₹
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -4.31 ₹ 11,717.33 ₹
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Hdfc Nifty200 Momentum 30 Etf NAV Regular Growth Hdfc Nifty200 Momentum 30 Etf NAV Direct Growth
19-11-2024 33.328 None
18-11-2024 33.0886 None
14-11-2024 33.122 None
13-11-2024 33.1849 None
12-11-2024 33.8503 None
11-11-2024 34.6532 None
08-11-2024 34.5973 None
07-11-2024 34.8807 None
06-11-2024 35.4182 None
05-11-2024 34.7345 None
04-11-2024 34.5234 None
31-10-2024 34.7241 None
30-10-2024 34.8887 None
29-10-2024 35.0691 None
28-10-2024 34.7103 None
25-10-2024 34.4743 None
24-10-2024 35.223 None
23-10-2024 35.1699 None
22-10-2024 35.4396 None
21-10-2024 36.4217 None

Fund Launch Date: 11/Oct/2022
Fund Category: ETF
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.
Fund Description: An open ended scheme replicating/tracking NIFTY200 Momentum 30 Index (TRI
Fund Benchmark: NIFTY200 Momentum 30 Index (TRI)
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.