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SBI Nifty200 Momentum 30 Index Fund Direct Growth
NAV: 31 Oct '26
₹9.08
Min. for SIP
₹500
Fund size (AUM)
₹113.59 Cr
Expense ratio
0.86%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,572 | -2.85% | |
| 6 months | ₹30,000 | ₹28,749 | -4.17% | |
| 1 year | ₹60,000 | ₹56,923 | -5.13% |
Holdings (32)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Laurus Labs Ltd | Healthcare | Equity | 6.55% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 6.06% |
| Tata Steel Ltd | Materials | Equity | 5.05% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 5.03% |
| Hindalco Industries Ltd | Materials | Equity | 5.03% |
| NTPC Ltd | Energy & Utilities | Equity | 4.71% |
| Adani Power Ltd | Energy & Utilities | Equity | 4.63% |
| Cummins India Ltd | Industrials | Equity | 4.47% |
| GE T&D India Ltd | Industrials | Equity | 4.33% |
| Vedanta Ltd | Materials | Equity | 4.26% |
| BSE Ltd | Financial | Equity | 4.15% |
| The Federal Bank Ltd | Financial | Equity | 3.75% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 3.65% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 3.35% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.20% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 3.04% |
| Hitachi Energy India Ltd | Industrials | Equity | 2.90% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.85% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 2.80% |
| National Aluminium Company Ltd | Materials | Equity | 2.66% |
| Polycab India Ltd | Industrials | Equity | 2.48% |
| Solar Industries India Ltd | Materials | Equity | 2.17% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 2.08% |
| Vodafone Idea Ltd | Technology | Equity | 2.03% |
| ABB India Ltd | Industrials | Equity | 1.85% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.75% |
| Steel Authority Of India Ltd | Materials | Equity | 1.69% |
| Kei Industries Ltd | Industrials | Equity | 1.42% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.34% |
| L&T Finance Holdings Ltd | Financial | Equity | 0.88% |
| Repo | Unspecified | Repo | 0.33% |
| Net Payables | Unspecified | Net Payables | -0.48% |
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -6.5% | -5.1% | -9.2% | -9.2% |
| Category average (Equity Large & MidCap) | -5.7% | -2.6% | -5.5% | +11.2% |
| Rank (Equity Large & MidCap) | 41 | 55 | 56 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.25%, if redeemed within 15 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +2.24% | +21.34% | 12,177.86 | |
 | +0.60% | +20.66% | 19,832.31 | |
 | -3.38% | +16.73% | 20,650.23 | |
 | -6.60% | +13.49% | 7,410.61 | |
 | -8.55% | +13.32% | 31,628.20 | |
| Compare | ||||
Fund management
About SBI Nifty200 Momentum 30 Index Fund Direct Growth
SBI Nifty200 Momentum 30 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Viral Chhadva is the Current Fund Manager of SBI Nifty200 Momentum 30 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,53,224 Cr and the Latest NAV as of 31 Oct 2026 is ₹9.08.
The SBI Nifty200 Momentum 30 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.25%, if redeemed within 15 days.
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Investment Objective
The scheme seeks to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
Fund benchmarkNifty 200 Momentum 30 Total Return Index
Fund house
Rank (total assets)#1 in India
Total AUM₹12,53,224.15 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
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