SBI Nifty200 Momentum 30 Index Fund- Direct Plan- Growth
Expense Ratio: 0.39
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty200 Momentum 30 Index
Inception: 23-06-2025
Exit Load: Nil
Fund Size:₹111.39 Cr
Performance
1Y
Fund-2.00%
Cat. Avg.2.26%
2Y
FundN/A
Cat. Avg.3.16%
3Y
FundN/A
Cat. Avg.11.16%
5Y
FundN/A
Cat. Avg.11.31%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund-2.05%
Cat. Avg.7.39%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | State Bank of India | 5.64 | 5.75% |
| 2 | Hindalco Industries Ltd. | 5.64 | 5.75% |
| 3 | Shriram Finance Ltd. | 5.06 | 5.15% |
| 4 | Eicher Motors Ltd. | 5.01 | 5.10% |
| 5 | Bharti Airtel Ltd. | 4.71 | 4.80% |
| 6 | TVS Motor Company Ltd. | 4.51 | 4.60% |
| 7 | Bajaj Finance Ltd. | 4.46 | 4.55% |
| 8 | Asian Paints Ltd. | 4.39 | 4.47% |
| 9 | BSE Ltd. | 4.28 | 4.37% |
| 10 | Hero MotoCorp Ltd. | 4.16 | 4.24% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60105 | +0.2% | +0.4% |
| SI | 07 Aug, 25 | 60000 | 60105 | +0.2% | +0.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 98004 | -2.0% | -2.0% |
| SI | 15 Jul, 25 | 1 L. | 97947 | -2.1% | -2.0% |
SIP Planner
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.