Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-3.33%
1 Month-13.70%
3 Months-12.31%
6 Months-9.67%
1 Year—
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jul 2025)-13.42%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP—
3 Year SIP—
5 Year SIP—
Since Inception (Jul 2025)-27.45%
Fund Details
Fund HouseSBI Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹112 Cr
Expense Ratio0.78%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date15 Jul 2025
AMFI Code153663
Risk Metrics
—
Sharpe Ratio
—
Alpha
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Beta
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Sortino
—
Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
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 ₹112 Cr, reflecting investor confidence in the fund's strategy. 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