SBI Nifty200 Momentum 30 Index Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹9.54
Total Expense Ratio
0.49%
Base Expense Ratio
NA
Min SIP
₹500
Fund Size
₹128Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: Nil
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.10%
Beta
1.00
Sharpe Ratio
-0.108546
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-2.93)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- UTI Nifty500 Shariah Index Fund
- Navi Nifty MidSmallcap 400 Index Fund
- Edelweiss Nifty Smallcap 250 Index Fund
- HDFC Nifty India Digital Index Fund
- Kotak Nifty Financial Services Ex-Bank Index Fund
- HDFC Nifty LargeMidcap 250 Index Fund
- Groww Nifty Smallcap 250 Index Fund
- Groww Nifty Non-Cyclical Consumer Index Fund
- HDFC Nifty Auto Index Fund
- Baroda BNP Paribas Nifty200 Momentum 30 Index Fund
- DSP Nifty Midcap 150 Quality 50 Index Fund
- Motilal Oswal BSE Low Volatility Index Fund
- Bandhan Nifty Smallcap 250 Index Fund
- Bandhan Nifty 200 Quality 30 Index Fund
- SBI Nifty IT Index Fund
- Groww Nifty Private Bank Index Fund
- ICICI Prudential Nifty50 Value 20 Index Fund
- UTI Nifty Private Bank Index Fund
- Axis Nifty India Defence Index Fund
- HDFC NIFTY Realty Index Fund
- HDFC Nifty500 Multicap 50:25:25 Index Fund
- Bandhan BSE Healthcare Index Fund
- SBI Nifty 500 Index Fund
- Kotak Nifty 50 Equal Weight Index Fund
- Nippon India Nifty 500 Momentum 50 Index Fund
- Nippon India Nifty India Manufacturing Index Fund
- Motilal Oswal Nifty 500 Momentum 50 Index Fund
- Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
- Tata Nifty Capital Markets Index Fund
- Tata BSE Select Business Groups Index Fund
- Tata BSE Multicap Consumption 50:30:20 Index Fund
- Mirae Asset Nifty Total Market Index Fund
- Axis Nifty 500 Index Fund
- Kotak Nifty Alpha Low-Volatility 30 Index Fund
- Axis Nifty500 Quality 50 Index Fund
- Axis Nifty Capital Markets Index Fund
- HDFC NIFTY200 Momentum 30 Index Fund
- Navi Nifty Smallcap250 Momentum Quality 100 Index Fund
- Nippon India Nifty Realty Index Fund
- Nippon India Nifty Auto Index Fund
- Nippon India BSE Sensex Next 30 Index Fund
- Motilal Oswal Nifty India Defence Index Fund
- Tata Nifty Realty Index Fund
- Tata Nifty Financial Services Index Fund
- Kotak Nifty500 Momentum 50 Index Fund
- DSP Nifty Smallcap250 Quality 50 Index Fund
- DSP Nifty Private Bank Index Fund
- DSP Nifty Smallcap 250 Index Fund
- Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund
- Kotak Nifty 200 Quality 30 Index Fund
- ICICI Prudential Nifty200 Value 30 Index Fund
- Bandhan Nifty Alpha Low Volatility 30 Index Fund
- HDFC Nifty100 Quality 30 Index Fund
- Navi Nifty IT Index Fund
- Navi Nifty 500 Multicap 50:25:25 Index Fund
- Angel One Nifty Total Market Index Fund
- Nippon India Nifty Bank Index Fund
- Bandhan Nifty Alpha 50 Index Fund
- Motilal Oswal Nifty MidSmall Financial Services Index Fund
- Axis Nifty Bank Index Fund
- Tata Nifty Auto Index Fund
- Tata Nifty MidSmall Healthcare Index Fund
- ICICI Prudential Nifty LargeMidcap 250 Index Fund
- Aditya Birla Sun Life BSE India Infrastructure Index Fund
- Kotak Nifty Top 10 Equal Weight Index Fund
- Bandhan BSE India Sector Leaders Index Fund
- Axis BSE India Sector Leaders Index Fund
- Kotak NIFTY Midcap 50 Index Fund
- Nippon India Nifty IT Index Fund
- Groww Nifty India Railways PSU Index Fund
- Bandhan Nifty 500 Momentum 50 Index Fund
- Motilal Oswal Nifty Capital Market Index Fund
- Angel One Nifty Total Market Momentum Quality 50 Index Fund
- HDFC BSE India Sector Leaders Index Fund
- UTI Nifty Alpha Low-Volatility 30 Index Fund
- SBI BSE PSU Bank Index Fund
- SBI Nifty50 Equal Weight Index Fund
- Motilal Oswal BSE 1000 Index Fund
- UTI Nifty200 Quality 30 Index Fund
- DSP Nifty Midcap 150 Index Fund
- Groww Nifty PSU Bank Index Fund
- Edelweiss Nifty Alpha Low Volatility 30 Index Fund
- Kotak Nifty 100 Equal Weight Index Fund
- Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund
- HDFC NIFTY50 Equal Weight Index Fund
- Kotak Nifty200 Value 30 Index Fund
- Kotak Nifty 200 Momentum 30 Index Fund
- ICICI Prudential Nifty Bank Index Fund
- Groww Nifty Total Market Index Fund
- Nippon India Nifty Smallcap 250 Index Fund
- ICICI Prudential Nifty Top 15 Equal Weight Index Fund
- UTI Nifty India Manufacturing Index Fund
- UTI BSE Low Volatility Index Fund
- Mirae Asset Nifty LargeMidcap 250 Index Fund
- Axis Nifty500 Momentum 50 Index Fund
- Axis Nifty Midcap 50 Index Fund
- UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
- Axis Nifty 100 Index Fund
- ICICI Prudential Nifty Auto Index Fund
- Navi Nifty Midcap 150 Index Fund
Viral Chhadva
SBI Mutual FundTotal assets under management
₹1116.71L Crores
Date of incorporation
7 Feb 1992
SBI Nifty200 Momentum 30 Index Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the SBI Nifty200 Momentum 30 Index Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The SBI Nifty200 Momentum 30 Index Fund has an AUM of ₹127.59 Cr as on 7/24/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 13.69%. The risk is Very High against the category average of 46.96.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on SBI Nifty200 Momentum 30 Index Fund.
Ans. The expense ratio of SBI Nifty200 Momentum 30 Index Fund is 0.49%.