SBI Nifty200 Momentum 30 Index Fund
Get the latest NAV of SBI Nifty200 Momentum 30 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.19
▲0.8%1D
NAV as on 17 Mar 2026
/per year
Since Inception
▲▼
478 people have invested ₹ 11L in SBI Nifty200 Momentum 30 Index Fund in the last three months
Peer comparison
SBI Nifty200 Momentum 30 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
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Profit
Total Corpus
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SBI Nifty200 Momentum 30 Index Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
SBI Nifty200 Momentum 30 Index Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Consumer Cyclical & Corporate
Financial Services
47%
Consumer Cyclical
20%
Corporate
14%
Financial Services
47%
Consumer Cyclical
20%
Corporate
15%
SBI Nifty200 Momentum 30 Index Fund Holdings Details
as on (28-Feb-26)
SBI Nifty200 Momentum 30 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.4% |
Benchmark | Nifty200 Momentum 30 TR INR |
| AUM | ₹112 Cr |
| Inception Date | 9 July, 2025 |
| Min Lumpsum/SIP | ₹5,000/₹500 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About SBI Nifty200 Momentum 30 Index Fund
SBI Nifty200 Momentum 30 Index Fund is an equity fund. This fund was started on 9 July, 2025. The fund is managed by Viral Chhadva. The fund could potentially beat inflation in the long-run.
Key Parameters
- SBI Nifty200 Momentum 30 Index Fund has ₹112 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
SBI Nifty200 Momentum 30 Index Fund has given a CAGR return of -9.20% since inception.
Holdings
SBI Nifty200 Momentum 30 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Corporate, Industrial, Basic Materials, Communication, Health, Tech. Its top holdings are State Bank of India, Shriram Finance Ltd, Eicher Motors Ltd, Hindalco Industries Ltd, Bajaj Finance Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of SBI Nifty200 Momentum 30 Index Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Nifty200 Momentum 30 Index Fund has no lock in period.
Fund Manager
Viral Chhadva
Fund Manager of SBI Nifty200 Momentum 30 Index Fund, since 9 July 2025
- AUM of the fund stands at 111.8 Cr as of Feb'26
- AUM increased by 3.5 Cr between Feb'26 and Jan'26
Frequently Asked Questions for SBI Nifty200 Momentum 30 Index Fund
How do I invest in SBI Nifty200 Momentum 30 Index Fund?
- Download the INDmoney app.
- Search for ‘SBI Nifty200 Momentum 30 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.