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Index Fundregulargrowth📊 NIFTY200 MOMENTUM 30 TRI

SBI Nifty200 Momentum 30 Index Fund- Regular Plan- Growth

SBI Mutual Fund

₹9.6384

0.00 (-0.00%)

NAV as of 31 May 2026

Today's NAV — all variants

Regular · Growth

₹₹9.6384

0.00 (-0.00%)

31 May 2026

AMFI: 153663

Direct · Growth

₹₹9.6713

0.00 (-0.00%)

31 May 2026

AMFI: 153662

Regular · IDCW

₹₹9.6385

0.00 (-0.00%)

31 May 2026

AMFI: 153664

Direct · IDCW

₹₹9.6715

0.00 (-0.00%)

31 May 2026

AMFI: 153665

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.77%
1 Month-2.68%
3 Months-4.81%
6 Months-6.79%
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jun 2025)-5.20%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Jun 2025)-4.11%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹5,500

Invested

₹5,491

Value today

-0.3%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹4,819

Value today

-3.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,16,379

Value today

+6.6%

vs lumpsum

STP beat direct lumpsum by 6.6% — reduced timing risk paid off

Model your own STP with real NAV

Fund Details

Fund HouseSBI Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹108 Cr
Expense Ratio0.78%
Min SIP₹500
Min Lumpsum₹5,000
BenchmarkNIFTY200 MOMENTUM 30 TRI
Launch Date23 Jun 2025
AMFI Code153663

Portfolio Strategy

This is a passively managed index fund that replicates its benchmark index by holding the same securities in the same proportion.

Tracks:NIFTY200 MOMENTUM 30 TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

SBI Nifty200 Momentum 30 Index Fund- Regular Plan- Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

SBI Nifty200 Momentum 30 Index Fund- Regular Plan- Growth is a Index Fund mutual fund offered by SBI Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹108 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY200 MOMENTUM 30 TRI. The current expense ratio is 0.78%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations