SBI Nifty200 Momentum 30 Index Fund Direct-idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -1.92%
Fund NAV

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

  • ₹127.6 Cr
    AUM
  • ₹9.58
    NAV
  • 1.23%
    Expense Ratio
As on Fri Jul 17, 2026
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Returns of SBI Nifty200 Momentum 30 Index Fund Direct-idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -1.92% NA NA
6 Months -2.76% NA NA
1 Year -2.37% -2.37% NA
As on Fri Jul 17, 2026

Asset Allocation

equities

100.23%
Large Cap: 68.67%
Mid Cap: 31.33%
Small Cap: 0.00%
Other: 0.00%
Top Holdings
Hindalco Industries Ltd
6.51%
Bse Ltd
6.00%
Hindalco Industries Ltd
6.06%
State Bank Of India
5.64%
State Bank Of India
6.09%
 
Top Sectors
Financial
53.38%
Industrials
20.28%
Energy & Utilities
19.92%
Materials
12.57%
Detailed Portfolio Analysis
As on Fri Jul 17, 2026
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About Fund

About SBI Nifty200 Momentum 30 Index Fund Direct-idcw

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 ₹127.6 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.23%.
The portfolio allocation consists of 100.23% in equities.Managed by Viral Chhadva, it has delivered a return of -2.37% in the last year, a total return since inception of -4.09%.
Choosing the right best sip in india has a vital role for financial planning.

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  • Viral Chhadva

    Fund Manager

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

    Manager Education

Fund Details

Fund Names SBI Nifty200 Momentum 30 Index Fund Direct-idcw
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

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth trend ₹1,527 2.11% 3.60% 0.26% 11.85% 11.36%
UTI Nifty200 Momentum 30 Index Fund Direct-growth trend ₹8,541 -2.90% -1.72% -2.11% 12.55% 11.19%
ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth trend ₹3,409 1.77% 1.77% 0.31% 11.38% 11.12%
ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth trend ₹1,308 1.61% 1.64% -0.04% 11.08% 10.79%
ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw trend ₹1,308 1.61% 1.64% -0.04% 11.08% 10.79%
UTI Nifty200 Momentum 30 Index Fund Regular-growth trend ₹8,541 -2.94% -1.83% -2.56% 12.01% 10.65%
ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth trend ₹1,308 1.57% 1.52% -0.47% 10.68% 10.31%
ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw trend ₹1,308 1.57% 1.52% -0.47% 10.68% 10.31%
SBI Nifty 200 Quality 30 Etf-growth trend ₹78 -0.35% -0.74% -2.41% 8.98% 9.32%
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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 Regular-growth increase ₹2,400 2.50% 4.90% - - -
SBI Quality Fund Direct-growth increase ₹2,400 2.59% 5.20% - - -
SBI Quality Fund Direct-idcw increase ₹2,400 2.59% 5.20% - - -
SBI Quality Fund Regular-idcw increase ₹2,400 2.50% 4.90% - - -
SBI Nifty200 Quality 30 Index Fund Direct-growth increase ₹312 -0.37% -0.77% -4.93% -2.50% -
SBI Nifty200 Quality 30 Index Fund Regular-growth increase ₹312 -0.40% -0.86% -5.11% -2.87% -
SBI Nifty200 Quality 30 Index Fund Regular-idcw increase ₹312 -0.40% -0.86% -5.11% -2.87% -
SBI Nifty200 Quality 30 Index Fund Direct-idcw increase ₹312 -0.37% -0.77% -4.93% -2.50% -
SBI Nifty200 Momentum 30 Index Fund Regular-growth increase ₹128 -3.12% -2.01% -2.94% -2.74% -
SBI Nifty200 Momentum 30 Index Fund Direct-growth increase ₹128 -3.09% -1.92% -2.76% -2.37% -
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
UTI Nifty200 Momentum 30 Index Fund Regular-growth trend ₹8,541 ₹20.40 12.01% 10.65% -
UTI Nifty200 Momentum 30 Index Fund Direct-growth trend ₹8,541 ₹20.94 12.55% 11.19% -
ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth trend ₹3,409 ₹22.16 11.38% 11.12% -
Top funds are based on Fund AUM

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Detailed Portfolio

Stocks Sector % of Holding Value
Hindalco Industries LtdMaterials6.51%₹8.15 Cr
Bse LtdFinancial6.00%₹7.51 Cr
Hindalco Industries LtdMaterials6.06%₹7.43 Cr
State Bank Of IndiaFinancial5.64%₹6.91 Cr
State Bank Of IndiaFinancial6.09%₹6.81 Cr
Bse LtdFinancial5.33%₹6.52 Cr
Shriram Transport Finance Company LtdFinancial5.09%₹6.50 Cr
Shriram Transport Finance Company LtdFinancial5.09%₹6.50 Cr
Shriram Transport Finance Company LtdFinancial5.09%₹6.50 Cr
Shriram Transport Finance Company LtdFinancial5.09%₹6.50 Cr
Cummins India LtdIndustrials5.07%₹6.48 Cr
Cummins India LtdIndustrials5.07%₹6.48 Cr
Cummins India LtdIndustrials5.07%₹6.48 Cr
Cummins India LtdIndustrials5.07%₹6.48 Cr
Ntpc LtdEnergy & Utilities4.98%₹6.35 Cr
Ntpc LtdEnergy & Utilities4.98%₹6.35 Cr
Ntpc LtdEnergy & Utilities4.98%₹6.35 Cr
Ntpc LtdEnergy & Utilities4.98%₹6.35 Cr
Multi Commodity Exchange Of India LtdFinancial4.98%₹6.35 Cr
Multi Commodity Exchange Of India LtdFinancial4.98%₹6.35 Cr
View More

Top Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

SBI Nifty200 Momentum 30 Index Fund Direct-idcw

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

As of Tue Jun 30, 2026, SBI Nifty200 Momentum 30 Index Fund Direct-idcw manages assets worth ₹127.6 crore

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

Equity: 100.23%, Others: -0.23%.

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

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

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

Large Cap: 68.67%, Mid Cap: 31.33%.

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

  • Hindalco Industries Ltd – 6.51% of the fund's portfolio
  • BSE Ltd – 6.00% of the fund's portfolio
  • Hindalco Industries Ltd – 6.06% of the fund's portfolio
  • State Bank of India – 5.64% of the fund's portfolio
  • State Bank of India – 6.09% of the fund's portfolio

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

  • Financial – 53.38% of the fund's portfolio
  • Industrials – 20.28% of the fund's portfolio
  • Energy & Utilities – 19.92% of the fund's portfolio
  • Materials – 12.57% of the fund's portfolio
View more FAQ's

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Past performance may not be indicative of future results.

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