SBI Nifty200 Momentum 30 Index Fund-Regular-Growth
SBI Funds Management Ltd
₹9.22 (+1.23%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
-6.38% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 0.77%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Index Funds
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹977
Invested ₹1,000
▼-2.30%1 year
₹936
Invested ₹1,000
▼-6.38%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty200 Momentum 30 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -6.38% | — | — | — |
| Cumulative returns (%) | -6.38% | — | — | — |
Fund Manager
| Manager | Viral Chhadva |
|---|---|
| Role | Manager |
| Manager Tenure | 1.23 yrs |
About Fund
| Date of Incorporation | 9 Jul 2025 |
|---|---|
| Fund House | SBI Funds Management Ltd |
| Custodian | SBI-SG Global Securities Services Private Limited |
| Registrar / Transfer Agent | SBI Funds Management Ltd |
| Address | “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Laurus Labs Ltd | 5.94% |
| Multi Commodity Exchange of India Ltd | 5.85% |
| Shriram Finance Ltd | 5.32% |
| SBI Life Insurance Co Ltd | 5.15% |
| InterGlobe Aviation Ltd | 5.09% |
| Hindalco Industries Ltd | 5.08% |
| Bajaj Finserv Ltd | 5.06% |
| State Bank of India | 5.03% |
| HDFC Bank Ltd | 4.95% |
| Eicher Motors Ltd | 4.94% |
| Bharat Electronics Ltd | 4.93% |
| Asian Paints Ltd | 4.91% |
| Kotak Mahindra Bank Ltd | 4.76% |
| BSE Ltd | 4.76% |
| Tata Steel Ltd | 4.73% |
| ICICI Bank Ltd | 4.73% |
| HDFC Life Insurance Co Ltd | 4.73% |
| Bajaj Finance Ltd | 4.58% |
| Cummins India Ltd | 4.49% |
| NTPC Ltd | 4.48% |
| Bharti Airtel Ltd | 4.38% |
| GE Vernova T&D India Ltd | 4.30% |
| Vedanta Ltd | 4.29% |
| Hero MotoCorp Ltd | 4.24% |
| Adani Power Ltd | 4.21% |
| TVS Motor Co Ltd | 4.08% |
| Maruti Suzuki India Ltd | 3.99% |
Investment Strategy
The investment objective of the scheme is to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Long term capital appreciation
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.