Fund Overview of SBI Nifty200 Momentum 30 Index Fund Direct-growth
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₹125.2 CrAUM
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₹9.89NAV
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0.49%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of SBI Nifty200 Momentum 30 Index Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 7.57% | NA | 2.80% |
| 6 Months | 0.66% | NA | 12.07% |
Compare SBI Nifty200 Momentum 30 Index Fund Direct-growth with other mutual funds in the same category
SBI Nifty200 Momentum 30 Index Fund Direct-growth
Motilal Oswal Large And Midcap Fund Direct-growth
Motilal Oswal Large And Midcap Fund Direct-idcw
Asset Allocation
equities
99.91%other assets or cash equivalents
0.09%SBI Nifty200 Momentum 30 Index Fund Direct-growth is one Equity mutual fund offered by SBI Mutual Fund. Launched on 09 Jul 2025, the fund aims Long term capital appreciation. Investment in securities covered by Nifty200 Momentum 30 Index. It manages assets worth ₹125.2 crore as on Sun May 31, 2026. The expense ratio stands at 0.49%. Fund Manager Manager EducationAbout SBI Nifty200 Momentum 30 Index Fund Direct-growth
The portfolio allocation consists of 99.91% in equities, 0.09% in other assets or cash equivalents.Managed by Viral Chhadva, it has delivered a return of 0.00% in the last year, a total return since inception of -1.12%.
While planning investment options many investors generally compare best sip plan based on financial goals.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund Direct-growth |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
More funds from SBI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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SBI Large & Midcap Fund-growth
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₹39,424 | 1.77% | 5.54% | -0.73% | 4.49% | 14.28% |
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SBI Large & Midcap Fund Direct Plan-growth
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₹39,424 | 1.83% | 5.75% | -0.33% | 5.34% | 15.27% |
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SBI Large & Midcap Fund Direct Plan-idcw
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₹39,424 | 1.83% | 5.75% | -0.33% | 5.34% | 15.27% |
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SBI Large & Midcap Fund-idcw
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₹39,424 | 1.77% | 5.54% | -0.73% | 4.49% | 14.28% |
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SBI Nifty200 Quality 30 Index Fund Regular-growth
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₹316 | 1.04% | 6.68% | -3.76% | -1.96% | - |
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SBI Nifty200 Quality 30 Index Fund Direct-growth
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₹316 | 1.07% | 6.78% | -3.58% | -1.58% | - |
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SBI Nifty200 Quality 30 Index Fund Regular-idcw
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₹316 | 1.04% | 6.68% | -3.76% | -1.96% | - |
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SBI Nifty200 Quality 30 Index Fund Direct-idcw
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₹316 | 1.07% | 6.78% | -3.58% | -1.58% | - |
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SBI Nifty200 Momentum 30 Index Fund Regular-growth
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₹125 | 3.18% | 7.47% | 0.47% | - | - |
Mutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Mirae Asset Large & Midcap Fund Regular-growth |
₹42,792 | ₹153.22 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-growth |
₹42,792 | ₹173.90 | 15.52% | 13.23% | 17.71% |
| Mirae Asset Large & Midcap Fund Regular-idcw |
₹42,792 | ₹47.13 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-idcw |
₹42,792 | ₹81.54 | 15.52% | 13.23% | 17.71% |
| SBI Large & Midcap Fund-growth |
₹39,424 | ₹636.90 | 14.28% | 14.35% | 14.89% |
| SBI Large & Midcap Fund Direct Plan-growth |
₹39,424 | ₹696.08 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund Direct Plan-idcw |
₹39,424 | ₹362.81 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund-idcw |
₹39,424 | ₹287.74 | 14.28% | 14.35% | 14.89% |
| ICICI Prudential Large & Mid Cap Fund-growth |
₹30,147 | ₹1,015.04 | 17.69% | 17.55% | 15.55% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | ₹1,142.87 | 18.72% | 18.56% | 16.62% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hindalco Industries Ltd | Materials | 6.51% | ₹8.15 Cr |
| Bse Ltd | Financial | 6.00% | ₹7.51 Cr |
| State Bank Of India | Financial | 5.03% | ₹6.30 Cr |
| Shriram Transport Finance Company Ltd | Financial | 4.98% | ₹6.23 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 4.94% | ₹6.19 Cr |
| Asian Paints Ltd | Materials | 4.91% | ₹6.14 Cr |
| Bajaj Finance Ltd | Financial | 4.58% | ₹5.74 Cr |
| Bharti Airtel Ltd | Technology | 4.38% | ₹5.49 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 4.08% | ₹5.11 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 3.99% | ₹5.00 Cr |
| Cummins India Ltd | Industrials | 3.84% | ₹4.81 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 3.65% | ₹4.57 Cr |
| Interglobe Aviation Ltd | Industrials | 3.62% | ₹4.54 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.49% | ₹4.37 Cr |
| Au Small Finance Bank Ltd | Financial | 3.27% | ₹4.10 Cr |
| The Federal Bank Ltd | Financial | 3.25% | ₹4.06 Cr |
| Muthoot Finance Ltd | Financial | 3.13% | ₹3.92 Cr |
| L&t Finance Holdings Ltd | Financial | 2.48% | ₹3.10 Cr |
| Canara Bank | Financial | 2.32% | ₹2.90 Cr |
| One 97 Communications Ltd | Industrials | 2.23% | ₹2.79 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund Direct-growth |
₹39.49 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹27.91 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹35.87 | 23.32% | 19.78% | - |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹25.47 | 23.32% | 19.78% | - |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹125.59 | 24.01% | 18.96% | - |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹53.49 | 24.01% | 18.96% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹1,142.87 | 18.72% | 18.56% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹53.39 | 18.72% | 18.56% | - |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹163.00 | 22.08% | 18.54% | - |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹36.26 | 22.08% | 18.54% | - |
Frequently Asked Questions
SBI Nifty200 Momentum 30 Index Fund Direct-growth
What is the current AUM of SBI Nifty200 Momentum 30 Index Fund Direct-growth?
As of Sun May 31, 2026, SBI Nifty200 Momentum 30 Index Fund Direct-growth manages assets worth ₹125.2 crore
How has SBI Nifty200 Momentum 30 Index Fund Direct-growth performed recently?
- 3 Months: 7.57%
- 6 Months: 0.66%
What is the portfolio composition of SBI Nifty200 Momentum 30 Index Fund Direct-growth?
Equity: 99.91%, Others: 0.09%.
Who manages SBI Nifty200 Momentum 30 Index Fund Direct-growth?
SBI Nifty200 Momentum 30 Index Fund Direct-growth is managed by Viral Chhadva from SBI Mutual Fund.
What is the market-cap allocation of SBI Nifty200 Momentum 30 Index Fund Direct-growth?
Large Cap: 65.62%, Mid Cap: 34.38%.
Which are the top companies SBI Nifty200 Momentum 30 Index Fund Direct-growth has invested in?
- Hindalco Industries Ltd – 6.51% of the fund's portfolio
- BSE Ltd – 6.00% of the fund's portfolio
- State Bank of India – 5.03% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 4.98% of the fund's portfolio
- Eicher Motors Ltd – 4.94% of the fund's portfolio
Which are the major sectors SBI Nifty200 Momentum 30 Index Fund Direct-growth focuses on?
- Financial – 38.53% of the fund's portfolio
- Consumer Discretionary – 16.66% of the fund's portfolio
- Materials – 11.42% of the fund's portfolio
- Industrials – 9.69% of the fund's portfolio
- Technology – 4.38% of the fund's portfolio
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