SBI Nifty200 Momentum 30 Index Fund- Regular Plan- Income Distribution Cum Capital Withdrawal Option (IDCW)
Expense Ratio: 0.77
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty200 Momentum 30 Index
Inception: 23-06-2025
Exit Load: Nil
Fund Size:₹111.39 Cr
Performance
1Y
Fund-8.73%
Cat. Avg.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund-5.67%
Cat. Avg.5.09%
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 | Shriram Finance Ltd. | 6.50 | 5.09% |
| 2 | Cummins India Ltd. | 6.47 | 5.07% |
| 3 | NTPC Ltd. | 6.35 | 4.98% |
| 4 | Multi Commodity Exchange of India Ltd. | 6.35 | 4.98% |
| 5 | BSE Ltd. | 6.32 | 4.95% |
| 6 | Tata Steel Ltd. | 6.29 | 4.93% |
| 7 | Hindalco Industries Ltd. | 6.23 | 4.88% |
| 8 | GE Vernova T&D India Ltd. | 6.22 | 4.87% |
| 9 | Adani Power Ltd. | 6.19 | 4.85% |
| 10 | Laurus Labs Ltd. | 6.13 | 4.80% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57198 | -4.7% | -9.5% |
| SI | 07 Aug, 25 | 75000 | 71478 | -4.7% | -7.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 91266 | -8.7% | -8.7% |
| SI | 15 Jul, 25 | 1 L. | 92941 | -7.1% | -5.7% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.