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) | ₹703 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 | Low Duration |
| 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 | 1.44% | 0.51% |
| 6 Month | 2.48% | 2.64% |
| 1 Year | -9.42% | 7.55% |
| 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 | 3.92% | 1.39% |
| 1 Year | 13.67% | 6.75% |
| 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 | -12.74% | 8.38% |
| 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 | 8.3 | 100 |
| Mid Cap | 33.91 | - |
| Large Cap | 57.79 | - |
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 | 0.06 | 100 |
| Financial Services | 49.56 | - |
| Healthcare | 8.29 | - |
| Consumer Cyclical | 7 | - |
| Basic Materials | 4.21 | - |
| Industrials | 14.59 | - |
| Technology | 9.62 | - |
| Communication Services | 5.2 | - |
| Consumer Defensive | 1.47 | - |
Top Comparisons
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.48%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.18%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.37%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns9.99%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns6.17%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns6.17%