SBI Nifty200 Momentum 30 Index Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -3.73%
NAV: ₹9.49 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of SBI Nifty200 Momentum 30 Index Fund Direct-Growth

  • ₹113.6 Cr
    AUM
  • ₹9.49
    NAV
  • 0.80%
    Expense Ratio
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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SBI Nifty200 Momentum 30 Index Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -3.73% NA NA
6 Months -1.64% NA NA
1 Year -5.19% -5.19% NA
As on Thu Nov 05, 2026

Asset Allocation of SBI Nifty200 Momentum 30 Index Fund Direct-Growth

equities

99.69%

other assets or cash equivalents

0.31%
Large Cap: 66.41%
Mid Cap: 33.59%
Small Cap: 0.00%
Other: 0.00%
Top Holdings
Hindalco Industries Ltd
6.51%
Bse Ltd
6.00%
Laurus Labs Ltd
6.55%
Laurus Labs Ltd
6.55%
Laurus Labs Ltd
6.55%
 
Top Sectors
Healthcare
61.24%
Financial
46.95%
Materials
12.57%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About SBI Nifty200 Momentum 30 Index Fund Direct-Growth

Launched on 09 Jul 2025, the fund aims Long term capital appreciation. Investment in securities covered by Nifty200 Momentum 30 Index. It manages assets worth ₹113.6 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.8%.
The portfolio allocation consists of 99.69% in equities, 0.31% in other assets or cash equivalents.Managed by Viral Chhadva, it has delivered a return of -5.19% in the last year, a total return since inception of -3.87%.
While planning investment options many investors generally compare best sip plan based on financial goals.

Read more
  • Viral Chhadva

    Fund Manager

  • Mr. Chhadva has done MFM (Finance) and CFA

    Manager Education

SBI Nifty200 Momentum 30 Index Fund Direct-Growth Fund Details

Fund Names SBI Nifty200 Momentum 30 Index Fund Direct-Growth
Inception Date 09 Jul 2025
Lock In No Lock-in
SIP Minimum Investment amount ₹500
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
SBI Nifty200 Momentum 30 Index Fund Direct-Growth Fund Returns Comparison

Compare SBI Nifty200 Momentum 30 Index Fund Direct-Growth with other mutual funds in the same category

SBI Nifty200 Momentum 30 Index Fund Direct-Growth

ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth

ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 6.78% -3.98% -2.54% 10.70% 9.31%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth trend ₹1,470 4.53% -5.45% -2.30% 9.87% 9.07%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from SBI Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
SBI Quality Fund Direct-Growth increase ₹2,578 1.23% -2.67% 6.64% - -
SBI Quality Fund Regular-Growth increase ₹2,578 1.14% -2.93% 6.05% - -
SBI Quality Fund Regular-IDCW increase ₹2,578 1.14% -2.93% 6.05% - -
SBI Quality Fund Direct-IDCW increase ₹2,578 1.23% -2.67% 6.64% - -
SBI Nifty200 Quality 30 Index Fund Regular-Growth increase ₹303 4.93% -5.02% -2.20% -4.51% -
SBI Nifty200 Quality 30 Index Fund Direct-Growth increase ₹303 4.97% -4.92% -2.02% -4.15% -
SBI Nifty200 Quality 30 Index Fund Direct-IDCW increase ₹303 4.97% -4.92% -2.02% -4.15% -
SBI Nifty200 Quality 30 Index Fund Regular-IDCW increase ₹303 4.93% -5.02% -2.20% -4.51% -
SBI Nifty Midcap 150 Momentum 50 ETF-Growth increase ₹129 2.33% -2.40% 0.69% - -
SBI Nifty Midcap 150 Momentum 50 ETF FOF Direct-Growth increase ₹117 2.14% - - - -
View More
increase growth is based on 1-month returns of the funds

SBI Nifty200 Momentum 30 Index Fund Direct-Growth Calculator

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Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
UTI Nifty200 Momentum 30 Index Fund Regular-Growth trend ₹7,962 ₹20.18 9.42% 7.57% -
UTI Nifty200 Momentum 30 Index Fund Direct-Growth trend ₹7,962 ₹20.75 9.94% 8.09% -
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 ₹22.00 10.70% 9.31% -
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow

SBI Nifty200 Momentum 30 Index Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Hindalco Industries LtdMaterials6.51%₹8.15 Cr
Bse LtdFinancial6.00%₹7.51 Cr
Laurus Labs LtdHealthcare6.55%₹7.44 Cr
Laurus Labs LtdHealthcare6.55%₹7.44 Cr
Laurus Labs LtdHealthcare6.55%₹7.44 Cr
Hindalco Industries LtdMaterials6.06%₹7.43 Cr
Laurus Labs LtdHealthcare5.94%₹7.05 Cr
Laurus Labs LtdHealthcare5.94%₹7.05 Cr
Laurus Labs LtdHealthcare5.94%₹7.05 Cr
Laurus Labs LtdHealthcare5.94%₹7.05 Cr
Laurus Labs LtdHealthcare5.94%₹7.05 Cr
Laurus Labs LtdHealthcare5.94%₹7.05 Cr
Laurus Labs LtdHealthcare5.94%₹7.05 Cr
Multi Commodity Exchange Of India LtdFinancial5.85%₹6.93 Cr
Multi Commodity Exchange Of India LtdFinancial5.85%₹6.93 Cr
Multi Commodity Exchange Of India LtdFinancial5.85%₹6.93 Cr
Multi Commodity Exchange Of India LtdFinancial5.85%₹6.93 Cr
Multi Commodity Exchange Of India LtdFinancial5.85%₹6.93 Cr
Multi Commodity Exchange Of India LtdFinancial5.85%₹6.93 Cr
Multi Commodity Exchange Of India LtdFinancial5.85%₹6.93 Cr
View More

Frequently Asked Questions

SBI Nifty200 Momentum 30 Index Fund Direct-Growth

What is the current AUM of SBI Nifty200 Momentum 30 Index Fund Direct-Growth?

As of Wed Sep 30, 2026, SBI Nifty200 Momentum 30 Index Fund Direct-Growth manages assets worth ₹113.6 crore

What is the portfolio composition of SBI Nifty200 Momentum 30 Index Fund Direct-Growth?

Equity: 99.69%, Others: 0.31%.

Who manages SBI Nifty200 Momentum 30 Index Fund Direct-Growth?

SBI Nifty200 Momentum 30 Index Fund Direct-Growth is managed by Viral Chhadva from SBI Mutual Fund.

What is the market-cap allocation of SBI Nifty200 Momentum 30 Index Fund Direct-Growth?

Large Cap: 66.41%, Mid Cap: 33.59%.

Which are the top companies SBI Nifty200 Momentum 30 Index Fund Direct-Growth has invested in?

  • Hindalco Industries Ltd – 6.51% of the fund's portfolio
  • BSE Ltd – 6.00% of the fund's portfolio
  • Laurus Labs Ltd – 6.55% of the fund's portfolio
  • Laurus Labs Ltd – 6.55% of the fund's portfolio
  • Laurus Labs Ltd – 6.55% of the fund's portfolio

Which are the major sectors SBI Nifty200 Momentum 30 Index Fund Direct-Growth focuses on?

  • Healthcare – 61.24% of the fund's portfolio
  • Financial – 46.95% of the fund's portfolio
  • Materials – 12.57% of the fund's portfolio
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