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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹98 Cr

Lock In Period

N/A

Expense Ratio

0.79

Benchmark

Nifty200 Momentum 30 Index

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

Summary

Latest details for SBI Nifty200 Momentum 30 Index Fund Growth include a ₹9.7834 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The SBI Nifty200 Momentum 30 Index Fund Growth AUM is ₹98 Cr, with a lock-in of N/A years, expense ratio of 0.79%, and benchmark Nifty200 Momentum 30 Index. Exit load is - 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. In the growth review for 1M Month/Year, the fund recorded 9.05% returns, against a category average of 0.37% and a category best of 19.17%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.050.3719.17
6M-3.220.8761.10
1Y0.004.55159.29
3Y0.0013.17224.97

Portfolio Analysis

  • Equity: 99.88%
  • Debt: 0.12%
  • Others
As on: 2026-03-31
View allocation % by

1. Shriram Finance Ltd.5.15%
2. Bajaj Finance Ltd.4.55%
3. Muthoot Finance Ltd.3.33%
4. L&T Finance Ltd.2.33%
5. Cholamandalam Investment & Finance Co. Ltd.2.09%

1. Eicher Motors Ltd.5.10%
2. TVS Motor Company Ltd.4.60%
3. Hero MotoCorp Ltd.4.24%

1. State Bank of India5.75%
2. Canara Bank2.46%
3. Indian Bank2.01%

1. The Federal Bank Ltd.3.28%
2. AU Small Finance Bank Ltd.3.15%

1. Hindalco Industries Ltd.5.75%

1. Bharti Airtel Ltd.4.80%

1. Asian Paints Ltd.4.47%

1. BSE Ltd.4.37%

1. Maruti Suzuki India Ltd.4.21%

1. Max Financial Services Ltd.2.14%
2. Aditya Birla Capital Ltd.1.97%

1. SBI Life Insurance Co. Ltd.3.82%

1. Interglobe Aviation Ltd.3.65%

1. Cummins India Ltd.3.30%

1. Ashok Leyland Ltd.2.34%

1. One 97 Communications Ltd.2.15%

1. Fortis Healthcare Ltd.2.11%

1. FSN E-Commerce Ventures Ltd.2.02%

1. GMR Airports Ltd.1.61%

1. UPL Ltd.1.59%

1. Glenmark Pharmaceuticals Ltd.1.54%

About Fund

SBI Nifty200 Momentum 30 Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹98 Crore. The fund benchmarks its performance against the Nifty200 Momentum 30 Index while maintaining an expense ratio of 0.79. 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 NameRatingsAUMExpense Ratio
This FundGroww Nifty India Defence ETF Growth0251.98 CR
This FundSBI Nifty IT Index Fund Growth076.98 CR0.8
This FundSBI Nifty200 Momentum 30 Index Fund Growth098.07 CR0.79
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundGroww Nifty India Defence ETF Growth30.91560
This FundSBI Nifty IT Index Fund Growth-5.62740
This FundSBI Nifty200 Momentum 30 Index Fund Growth00
This FundKotak Silver ETF Growth155.5388224.0972
This FundICICI Prudential Silver ETF Growth156.1729224.9749

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 0.79. 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 : 9.05%
  • 6 Months : -3.22%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of SBI Nifty200 Momentum 30 Index Fund Growth are updated daily based on NAV of ₹ 9.7834 as on Apr 22,2026. 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 ₹98 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.
Min Inv Amount: ₹500