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SBI Mutual Fund · Index Fund
SBI Nifty200 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
₹9.64
-1.65% · as of 29-05-2026
Since inception
-2.59%
CAGR
Benchmark (inception)
18.77%
CAGR
Fund size
₹122 Cr
AUM
Expense ratio
0.77%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +-2.59% CAGR vs benchmark +18.77%.
Portfolio
Where the money is invested
Top holdings
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-5.75%
STATE BANK OF INDIA EQ NEW RE. 1/-5.75%
Shriram Finance Limited5.15%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-5.10%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.80%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-4.60%
Bajaj Finance Limited4.55%
ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-4.47%
BSE LIMITED EQ NEW FV RS. 2/-4.37%
HERO MOTOCORP LIMITED EQ FV RS 24.24%
Sector allocation
Financial Services48.55%
Automobile and Auto Components18.15%
Metals & Mining5.75%
Capital Goods5.64%
Services5.26%
Telecommunication4.80%
Consumer Durables4.47%
Healthcare3.65%
Consumer Services2.02%
Chemicals1.59%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -2.6% p.a.₹10,000
10 years
Projected value
₹10,55,908
Invested: ₹12,00,000
Gained: -₹1,44,092
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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