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SBI Nifty200 Momentum 30 Index Fund Direct dividend reinvestment
Equity • Index • Direct dividend reinvestment
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct dividend reinvestment
Launched On
09 Jul 2025
0.3 years ago
Lock-in Period
No lock-in
NAV
as of 17 Oct 2025
₹10.11
+0.2677% (0.10)
AUM
₹103 Cr
Expense ratio
0.35%
Benchmark
Nifty200 Momentum 30
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 15D
0.25%
If units sold after 15D
0%
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Technology
Healthcare
Consumer Cyclical
Fund House
SBI
Inc: 01 Jan 1991 • Total AUM: ₹7,94,008 Cr • Rank #1SBI Mutual Fund, started in 1987, has State Bank of India as its sponsors. The fund house is headed by Shamsher Singh as the CEO. As of 31 March 2024, it has an AUM of ₹9,64,182 Cr. It functions under the holding company AMUNDI Asset Management.
Fund Managers
Viral Chhadva
Experience: 1.69 yrs • Total AUM: 14,880 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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Expense ratio
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Tracking error
Fund size
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Expense ratio
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Tracking error
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Expense ratio
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Tracking error
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.