SBI Nifty200 Momentum 30 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

SBI Nifty200 Momentum 30 Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

128 Cr

Lock In Period

N/A

Expense Ratio

0.86

Exit Load

For exit on or before 15 days from the date of allotment - 0.25%For exit after 15 days from the date of allotment - Nil

Benchmark

Nifty200 Momentum 30 Index

SBI Nifty200 Momentum 30 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.51-1.0618.94
6M-0.850.5828.06
1Y-1.212.7791.53
3Y0.0010.96189.04

Portfolio Analysis

  • Equity: 100.23%
  • Debt: -0.23%
  • Others
As on: 2026-06-30
View allocation % by

1. NTPC Ltd.4.98%
2. Adani Power Ltd.4.85%
3. Adani Green Energy Ltd.2.32%

1. Multi Commodity Exchange of India Ltd.4.98%
2. BSE Ltd.4.95%

1. Laurus Labs Ltd.4.80%
2. Torrent Pharmaceuticals Ltd.2.62%
3. Glenmark Pharmaceuticals Ltd.1.58%

1. GE Vernova T&D India Ltd.4.87%
2. Adani Energy Solutions Ltd.3.03%

1. Hindalco Industries Ltd.4.88%
2. National Aluminium Company Ltd.2.53%

1. Tata Steel Ltd.4.93%
2. Steel Authority of India Ltd.1.54%

1. Shriram Finance Ltd.5.09%
2. L&T Finance Ltd.0.99%

1. CG Power and Industrial Solutions Ltd.3.24%
2. ABB India Ltd.1.84%

1. Cummins India Ltd.5.07%

1. Polycab India Ltd.2.94%
2. KEI Industries Ltd.1.65%

1. Vedanta Ltd.4.42%

1. The Federal Bank Ltd.3.73%

1. Bharat Heavy Electricals Ltd.3.48%

1. Bharat Forge Ltd.3.41%

1. Hitachi Energy India Ltd.3.17%

1. Samvardhana Motherson International Ltd.2.90%

1. Vodafone Idea Ltd.2.16%

1. Solar Industries India Ltd.1.96%

1. Aditya Birla Capital Ltd.1.32%

About Fund SBI Nifty200 Momentum 30 Index Fund Growth

SBI Nifty200 Momentum 30 Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹128 Crore. The fund benchmarks its performance against the Nifty200 Momentum 30 Index while maintaining an expense ratio of 0.86. Under the expert guidance of Viral Chhadva ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Viral Chhadva

Mr. Viral Chhadva holds CFA Charter Holder from CFA Institute, USA, Master’s in Financial Management (MFM) from Jamnalal Bajaj Institute of Management Studies (JBIMS). Prior to joining SBIFML, he was previously associated with IIFL Securities Limited (June 2008 till December 2020) and ICICI Securities Limited (June 2006 till June 2008) wherein he primarily handled execution of trades into Direct Market Access, Exchange Traded Funds and Derivatives.

Peer Comparison

Fund Name1Y3Y
This FundAxis Nifty 500 Index Fund Growth1.11960
This FundAxis Nifty Capital Markets Index Fund Growth00
This FundSBI Nifty200 Momentum 30 Index Fund Growth-1.21460
This FundKotak Silver ETF Growth89.9636188.3822
This FundICICI Prudential Silver ETF Growth90.2304189.0406

SBI Nifty200 Momentum 30 Index Fund Growth FAQs

SBI Nifty200 Momentum 30 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Nifty200 Momentum 30 Index Fund Growth is 0.86. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Nifty200 Momentum 30 Index Fund Growth’s fund performance is as follows:
  • 1 Month : -2.51%
  • 6 Months : -0.85%
  • 1 Year : -1.21%
  • 3 Years : 0.00%
Returns of SBI Nifty200 Momentum 30 Index Fund Growth are updated daily based on NAV of ₹ 9.6689 as on Jul 31,2026. Since inception, the return has been 0.00%.

You can invest in SBI Nifty200 Momentum 30 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Nifty200 Momentum 30 Index Fund Growth is ₹128 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Nifty200 Momentum 30 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.