SBI Nifty200 Momentum 30 Index Fund - IDCW - Regular Plan

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  • (-0.81%)Nav, as on 09-01-2026

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  • Net Change on 09-01-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty200 Momentum 30 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option Oct 16, 2020 -7.01 18.73 19.59 0.95 2,681.50
Axis Nifty 100 Index Fund - Regular Plan - IDCW Oct 18, 2019 8.63 13.00 12.67 0.92 2,019.44
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - IDCW Option Oct 26, 2020 5.84 19.10 12.99 1.06 170.77
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal Mar 09, 2004 8.56 17.03 15.42 1.08 132.77

Fund Holdings as on 31-December-2025

  • Shriram Finance Ltd.

  • State Bank of India

  • Hindalco Industries Ltd.

  • Asian Paints Ltd.

  • Maruti Suzuki India Ltd.

  • Bharti Airtel Ltd.

  • Eicher Motors Ltd.

  • Bajaj Finance Ltd.

  • TVS Motor Company Ltd.

  • Hero MotoCorp Ltd.

  • Interglobe Aviation Ltd.

  • SBI Life Insurance Co. Ltd.

  • BSE Ltd.

  • Muthoot Finance Ltd.

  • AU Small Finance Bank Ltd.

  • The Federal Bank Ltd.

  • Cummins India Ltd.

  • Canara Bank

  • L&T Finance Ltd.

  • One 97 Communications Ltd.

  • Ashok Leyland Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Aditya Birla Capital Ltd.

  • Max Financial Services Ltd.

  • Fortis Healthcare Ltd.

  • FSN E-Commerce Ventures Ltd.

  • UPL Ltd.

  • Indian Bank

  • GMR Airports Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • TREPS

  • TVS Motor Company Ltd.

  • Net Receivable / Payable

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  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Bank - Public

  • Bank - Private

  • Finance - Others

  • Metal - Non Ferrous

  • Paints

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Airlines

  • Insurance

  • Diesel Engines

  • Fintech

  • Automobiles-Trucks/Lcv

  • Hospital & Healthcare Services

  • e-Commerce

  • Pesticides & Agrochemicals

  • Airport Management Services

  • Pharmaceuticals & Drugs

  • Miscellaneous

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Fund Manager

  • CARE A1+

  • Cash

  • Equity

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About SBI Nifty200 Momentum 30 Index Fund

Scheme Analysis

SBI Nifty200 Momentum 30 Index Fund is a Index Funds - Other fund and belongs to SBI Mutual Fund. It was launched on 09-Jul-2025 and currently has an AUM of ₹110.17 crore. SBI Nifty200 Momentum 30 Index Fund is benchmarked against Nifty200 Momentum 30 - TRI as primary index.

The NAV of SBI Nifty200 Momentum 30 Index Fund ended down ₹-0.08(-0.81%)yesterday to ₹9.7929.

Among its top 3 holdings the fund has exposure to Shriram Finance Ltd., and

The SBI Nifty200 Momentum 30 Index Fund is managed by Viral Chhadva .

Fund House Contact

9th Floor, Crescenzo, C - 38 & 39 G Block, BKC, Bandra (East) Mumbai - 400 051

022 - 61793537
022 - 22189663
www.sbimf.com