HDFC NIFTY200 Momentum 30 Index Fund vs Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund compare
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
Chart Comparison
Overview
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
---|---|---|
Fund | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low to Moderate |
Asset Size (Cr) | ₹705 Cr | ₹12 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 28 Feb 2024 | 06 Jun 2024 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 200 Momentum 30 TRI | CRISIL IBX Gilt Index - June 2027 |
Turn Over | % | % |
Expense Ratio | 0.89 | 0.5 |
Manager | Nirman Morakhia | |
ISIN Code | INF179KC1IB6 | INF209KC1050 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
---|---|---|
1 Month | 0.02% | 0.17% |
6 Month | 7.67% | 4.32% |
1 Year | -15.18% | 7.84% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
---|---|---|
6 Month | 2.69% | 1.72% |
1 Year | -7.48% | 8.05% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
---|---|---|
1 Year | -11.69% | 8.76% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
---|---|---|
Name | Nirman Morakhia | |
Total AUM | ₹0 Cr | |
Funds Managed | 17 | |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
Market Cap
Scheme Name |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
---|---|---|
Others | 8.03 | 100 |
Mid Cap | 34.43 | - |
Large Cap | 57.54 | - |
Sector Allocation
Scheme Name |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
---|---|---|
Others | 0.44 | 100 |
Financial Services | 49.08 | - |
Healthcare | 8.84 | - |
Consumer Cyclical | 6.29 | - |
Basic Materials | 4.58 | - |
Industrials | 15 | - |
Technology | 9.33 | - |
Communication Services | 5.02 | - |
Consumer Defensive | 1.43 | - |
Top Comparisons
SBI NIFTY Index Fund - Regular Plan - Growth
3Y Returns12.72%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns17.7%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
DSP Bond Fund - Growth
3Y Returns7.45%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns7.79%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns17.84%
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns13.21%