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InvestVerdict

SBI Nifty200 Momentum 30 Index Fund

Regular Plan · Growth · Index Funds · Scheme code 153663

NAV₹9.9625as on 28 Aug 2026
Fund houseSBI Mutual Fund
CategoryIndex Funds
Plan & optionRegular · Growth
History1.1 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 4.393.360.36 5.29—— ——0.61
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.597.638.89 —11.16—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 17.3% -0.34 -0.49 1.15 3.54% -16.2% 85.87
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 13 months this scheme and its benchmark share.

Growth of ₹100 since launch

8592981052026InvestVerdict

Drawdown from peak (%)

0%-6%-12%-18%2026
InvestVerdict

SBI Nifty200 Momentum 30 Index Fund

Regular Plan · Growth

Allocation

By asset

Equity100.23%

By market cap

Large Cap68.83%
Mid Cap31.40%

Concentration

Number of stocks30
Top 5 stocks26.22%
Top 10 stocks49.72%
Top 20 stocks83.20%
Largest holding5.85%
Largest sectorElectrical Equipment 15.72%
Effective stocks25.2
Cash-1.05%
InvestVerdict

SBI Nifty200 Momentum 30 Index Fund

Regular Plan · Growth · holdings

Top 18 holdings

#CompanySector% of fund
1— Finance5.09%
2— Industrial Products5.07%
3— Power4.98%
4— Capital Markets4.98%
5— Capital Markets4.95%
6— Ferrous Metals4.93%
7— Non - Ferrous Metals4.88%
8— Electrical Equipment4.87%
9— Power4.85%
10— Pharmaceuticals & Biotechnology4.80%
11— Diversified Metals4.42%
12— Banks3.73%
13— Electrical Equipment3.48%
14— Auto Components3.41%
15— Electrical Equipment3.24%
16— Electrical Equipment3.17%
17— Power3.03%
18— Industrial Products2.94%

Sector split

Electrical Equipment — 16.6%Power — 15.2%Capital Markets — 9.9%Industrial Products — 9.7%Pharmaceuticals & Biotechnology — 9.0%Non - Ferrous Metals — 7.4%Finance — 7.4%Ferrous Metals — 6.5%Auto Components — 6.3%Other — 12.3%Electrical Equipment16.6%Power15.2%Capital Markets9.9%Industrial Products9.7%Pharmaceuticals & Biotech…9.0%Non - Ferrous Metals7.4%Finance7.4%Ferrous Metals6.5%Auto Components6.3%Other12.3%
Electrical Equipment16.60%
Power15.18%
Capital Markets9.93%
Industrial Products9.66%
Pharmaceuticals & Biotechnology9.00%
Non - Ferrous Metals7.41%
Finance7.40%
Ferrous Metals6.47%
Auto Components6.31%
Diversified Metals4.42%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 1 Sep 2026.