HDFC NIFTY200 Momentum 30 Index Fund vs AXIS Nifty Bank Index Fund compare
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
AXIS Nifty Bank Index Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Fund | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹700 Cr | ₹149 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 28 Feb 2024 | 29 May 2024 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 200 Momentum 30 TRI | NIFTY Bank TRI |
| Turn Over | % | % |
| Expense Ratio | 0.89 | 1 |
| Manager | Nirman Morakhia | Karthik Kumar |
| ISIN Code | INF179KC1IB6 | INF846K012W4 |
| Exits Load | Data not available./365 | Axis Nifty Bank Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Month | -3.07% | -0.95% |
| 6 Month | -2.58% | 3.29% |
| 1 Year | -7.47% | 15.14% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.2% | 4.49% |
| 1 Year | 7.71% | 17.92% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Year | -12.74% | 8.49% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Name | Nirman Morakhia | Karthik Kumar |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 17 | 9 |
| HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
Market Cap
| Scheme Name |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 8.23 | -0.1 |
| Mid Cap | 34.53 | 16.34 |
| Large Cap | 57.25 | 83.76 |
Sector Allocation
| Scheme Name |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 0 | -0.1 |
| Financial Services | 50.42 | 100.1 |
| Healthcare | 8 | - |
| Consumer Cyclical | 6.99 | - |
| Basic Materials | 3.9 | - |
| Industrials | 14.31 | - |
| Technology | 9.71 | - |
| Communication Services | 5.21 | - |
| Consumer Defensive | 1.46 | - |
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