SBI Nifty200 Momentum 30 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

122 Cr

Lock In Period

N/A

Expense Ratio

0.77

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

Summary

SBI Nifty200 Momentum 30 Index Fund Growth NAV is ₹9.5854 as of 25 May, 2026. SBI Nifty200 Momentum 30 Index Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in SBI Nifty200 Momentum 30 Index Fund Growth is ₹500. The AUM of SBI Nifty200 Momentum 30 Index Fund Growth is ₹122 Cr. The expense ratio of the fund is 0.77%, and its benchmark is Nifty200 Momentum 30 Index. The current exit load of the fund 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 last 1M months, SBI Nifty200 Momentum 30 Index Fund Growth has delivered -2.84% returns.

SBI Nifty200 Momentum 30 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.84-0.9414.29
6M-5.830.8674.90
1Y0.003.71166.97
3Y0.0012.39257.30

Portfolio Analysis

  • Equity: 100.00%
  • Debt: 0.00%
  • Others
As on: 2026-04-30
View allocation % by

1. Shriram Finance Ltd.4.98%
2. Bajaj Finance Ltd.4.78%
3. Muthoot Finance Ltd.3.24%
4. L&T Finance Ltd.2.44%
5. Cholamandalam Investment & Finance Co. Ltd.2.17%

1. Eicher Motors Ltd.4.95%
2. TVS Motor Company Ltd.4.29%
3. Hero MotoCorp Ltd.3.84%

1. State Bank of India5.64%
2. Canara Bank2.41%
3. Indian Bank1.82%

1. AU Small Finance Bank Ltd.3.41%
2. The Federal Bank Ltd.3.26%

1. Hindalco Industries Ltd.6.06%

1. BSE Ltd.5.33%

1. Bharti Airtel Ltd.4.57%

1. Asian Paints Ltd.4.54%

1. Aditya Birla Capital Ltd.2.09%
2. Max Financial Services Ltd.2.04%

1. Maruti Suzuki India Ltd.4.09%

1. Interglobe Aviation Ltd.3.57%

1. SBI Life Insurance Co. Ltd.3.51%

1. Cummins India Ltd.3.48%

1. Ashok Leyland Ltd.2.21%

1. Fortis Healthcare Ltd.2.20%

1. One 97 Communications Ltd.2.20%

1. FSN E-Commerce Ventures Ltd.2.05%

1. GMR Airports Ltd.1.64%

1. UPL Ltd.1.62%

1. Glenmark Pharmaceuticals Ltd.1.57%

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 ₹122 Crore. The fund benchmarks its performance against the Nifty200 Momentum 30 Index while maintaining an expense ratio of 0.77. 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 Nifty500 Momentum 50 Index Fund Growth0.12120
This FundKotak Nifty Midcap 150 Momentum 50 Index Fund Growth3.10880
This FundSBI Nifty200 Momentum 30 Index Fund Growth00
This FundICICI Prudential Silver ETF Growth166.9719256.4087
This FundHDFC Silver ETF Growth165.3335257.2992

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 0.77. 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 : -2.84%
  • 6 Months : -5.83%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of SBI Nifty200 Momentum 30 Index Fund Growth are updated daily based on NAV of ₹ 9.5854 as on May 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 ₹122 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.