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Index Fund
SBI Mutual Fund
SBI Mutual Fund · Index Fund

SBI Nifty 200 Momentum 30 Index Fund- Regular Plan- Growth

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.<br />However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

EQUITYBenchmark · Nifty 200 Momentum 30 TRITER · 0.77%Inception · 23-06-2025
NAV
9.68
-0.07% · as of 15-07-2026
Since inception
-2.13%
CAGR
Benchmark (inception)
18.70%
CAGR
Fund size
₹128 Cr
AUM
Expense ratio
0.77%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +-2.13% CAGR vs benchmark +18.70%.

Portfolio

Where the money is invested

Top holdings

HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-6.51%
BSE LIMITED EQ NEW FV RS. 2/-6.00%
STATE BANK OF INDIA EQ NEW RE. 1/-5.03%
Shriram Finance Limited4.98%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-4.94%
ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-4.91%
Bajaj Finance Limited4.58%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.38%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-4.08%
MARUTI SUZUKI INDIA LIMITED EQ3.99%

Sector allocation

Financial Services48.93%
Automobile and Auto Components16.66%
Metals & Mining6.51%
Capital Goods5.94%
Services5.31%
Consumer Durables4.91%
Telecommunication4.38%
Healthcare3.65%
Consumer Services2.01%
Chemicals1.61%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ -2.1% p.a.
₹10,000
10 years
Projected value
₹10,79,752
Invested: ₹12,00,000
Gained: -₹1,20,248
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Viral Chhadva,
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153663
ISIN (Growth)
INF200KB1845
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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