SBI Nifty200 Momentum 30 Index Reg Growth logo

SBI Nifty200 Momentum 30 Index Reg Growth

Index FundsSBI Mutual Fund

NAV

₹9.19

-1.03% today

AUM

₹118.62 Cr

Fund size

Expense

1.64%

Regular plan

Min SIP

₹500

per month

Min Lumpsum

₹5,000

one-time

Exit Load

0.25

on redemption

Fund snapshot

Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty200 Momentum 30 TR INR (100%)
Number of holdings30
Inception09 Jul 2025
Exit load0.25

Risk metrics

Alpha0
Beta0
Sharpe ratio0.07
Standard deviation20.50%
Sortino ratio0.1

Capital gains tax

Equity

STCG · short-term

20%

Short-term gains taxed at 20%

Applies when equity fund units are sold within 12 months.

LTCG · long-term

12.5%

Long-term gains taxed at 12.5%

Applies when equity fund units are sold after 12 months.

Equity-oriented mutual fund taxation applies based on holding period.

Fund managers

VC

Since Jul 2025

AUM managed

₹4,22,298.80Cr

Tenure

Since Jul 2025

Funds

35

About SBI Nifty200 Momentum 30 Index Reg Growth

SBI Nifty200 Momentum 30 Index Reg Growth is an open-ended Index Funds mutual fund scheme offered by SBI Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹9.19 per unit and the scheme manages ₹118.62 Cr in assets under management. The fund charges an expense ratio of 1.64% and is benchmarked against Nifty200 Momentum 30 TR INR (100%). Over the trailing 1 year, SBI Nifty200 Momentum 30 Index Reg Growth has delivered -8.40% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.

Investment 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.

Regular Plan · Growth option · NAV as of 15 Oct 2026

SBI Nifty200 Momentum 30 Index Reg Growth returns

Trailing returns. Periods above one year are annualised (CAGR); one year and below are absolute.
PeriodFund
1 month-2.19%
3 months-5.10%
6 months-4.86%
1 year-8.40%

Rolling returns

Average return across every rolling window of this length over the fund's history.
PeriodFund
3 months+2.78%
6 months-0.21%
1 year+5.11%

Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.

SBI Nifty200 Momentum 30 Index Reg Growth — frequently asked questions

What is the NAV of SBI Nifty200 Momentum 30 Index Reg Growth?

The latest net asset value (NAV) of SBI Nifty200 Momentum 30 Index Reg Growth is ₹9.19 per unit, -1.03% over the previous trading day. NAV is declared by the AMC at the end of every business day.

What returns has SBI Nifty200 Momentum 30 Index Reg Growth delivered?

SBI Nifty200 Momentum 30 Index Reg Growth has returned -8.40% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.

What is the expense ratio of SBI Nifty200 Momentum 30 Index Reg Growth?

SBI Nifty200 Momentum 30 Index Reg Growth charges an expense ratio of 1.64% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.

How risky is SBI Nifty200 Momentum 30 Index Reg Growth?

SEBI's riskometer classifies SBI Nifty200 Momentum 30 Index Reg Growth as Very High Risk, which is typical for a Index Funds scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.

What is the minimum investment in SBI Nifty200 Momentum 30 Index Reg Growth?

You can start a SIP in SBI Nifty200 Momentum 30 Index Reg Growth from ₹500 per month, and the minimum lumpsum investment is ₹5,000.

Who manages SBI Nifty200 Momentum 30 Index Reg Growth?

SBI Nifty200 Momentum 30 Index Reg Growth is managed by SBI Mutual Fund, holds ₹118.62 Cr in assets under management and invests across 30 holdings. This page covers the regular plan with the growth option.

Scheme identifiers

Fund house
SBI Mutual Fund
Scheme category
Equity
Scheme sub-category
Index Funds
Plan
Regular plan
Option
Growth
ISIN
INF200KB1845
Scheme code
FS0000JQ3H