SBI Nifty200 Momentum 30 Index Fund Review – SBI Nifty200 Momentum 30 Index Fund Review Direct NFO Open on 23 June 2025 and Close on 03 July 2025. SBI Nifty200 Momentum 30 Index Fund Direct NFO Allotment Date is 09 July 2025, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount is ₹5,000. The Minimum SIP Investment Amount is ₹500.
Type of the Scheme
An open-ended scheme replicating/ tracking Nifty200 Momentum 30 Index.
Scheme Benchmark: Nifty200 Momentum 30 Index
SBI Nifty200 Momentum 30 Index Fund Scheme Benchmark
| Company | Weightage |
|---|---|
| Bharti Airtel Ltd. | 6.18 |
| Mahindra & Mahindra Ltd. | 5.33 |
| Divi's Laboratories Ltd. | 5.31 |
| Bharat Electronics Ltd. | 5.30 |
| BSE Ltd. | 5.06 |
| Tech Mahindra Ltd. | 4.88 |
| Sun Pharmaceutical Industries Ltd. | 4.86 |
| Eternal Ltd. | 4.65 |
| HCL Technologies Ltd. | 4.59 |
| Infosys Ltd. | 4.37 |
SBI Nifty200 Momentum 30 Index Fund Important Date
| Scheme Offer | SBI Mutual Fund |
|---|---|
| Offer Price | Rs. 10/- per Unit |
| Type of Scheme | An open-ended |
| Open Date | 23 June 2025 |
| Close Date | 03 Jul 2025 |
| Allotment Date | 09 Jul 2025 |
| Category | Others – Index Fund |
| Min Inv ₹ | ₹5,000 |
| Lock in Period | N/A |
| Risk | Very High |
| Scheme Benchmark | Nifty200 Momentum 30 Index |
Investment Objective of the Scheme?
The investment objective of the scheme is to provide returns that correspond to the total returns of the securities as represented by the
underlying index, subject to tracking error.
However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
SBI Nifty200 Momentum 30 Index Fund Other Details
| Exit Load | 0.25% |
|---|---|
| Exit Load Details | Exit load of 0.25%, if redeemed within 15 days. |
| Entry Load | N/A |
| Stamp Duty | 0.005% |
| Min. Investment | Rs. 5,000 |
| Min. SIP | Rs. 500 |
SBI Nifty200 Momentum 30 Index Fund Asset Allocation
| Instruments | Allocation Min | Allocation Max |
|---|---|---|
| Securities covered by Nifty200 Momentum 30 Index | 95% | 100% |
| Government. Securities* including Triparty Repo, and units of liquid mutual fund | 0% | 5% |
Manager Manage the Scheme?
Fund Manger : Mr. Viral Chhadva
Qualification : CFA Charter Holder from CFA Institute, USA, Master’s in Financial Management (MFM) from Jamnalal Bajaj Institute of Management
Studies (JBIMS)
Experience : Mr. Viral Chhadva (Equity Dealer) joined SBIFML in December 2020. He has over 17 years of experience in financial services sector.
SBI Nifty200 Momentum 30 Index Fund Sector Representation
| Sector | Weightage |
|---|---|
| Information Technology | 22.95 |
| Consumer Services | 16.11 |
| Healthcare | 13.93 |
| Financial Services | 11.81 |
| Automobile and Auto Components | 8.09 |
| Capital Goods | 7.56 |
| Consumer Durables | 7.51 |
| Telecommunication | 6.18 |
| Metals & Mining | 2.63 |
| Fast Moving Consumer Goods | 2.23 |
| Oil, Gas & Consumable Fuels | 0.99 |
SBI Nifty200 Momentum 30 Index Fund Index Return
| Index Return | QTD | YTD | 1 Year | 5 Years | Since inception |
|---|---|---|---|---|---|
| Price Return | 8.30 | -7.06 | -10.70 | 24.47 | 18.46 |
| Total Return | 8.46 | -6,77 | -9.77 | 25.67 | 19.77 |
Where Will the Scheme Invest?
- Certificate of Deposits (CDs) is a negotiable money market instrument issued by scheduled commercial banks and select all- India Financial Institutions that have been permitted by the RBI to raise short term resources.
- Commercial Paper (CPs) is an unsecured negotiable money market instrument issued in the form of a promissory note, generally issued by the corporates, primary dealers and all India Financial Institutions as an alternative source of short term borrowings.
- They are issued at a discount to the face value as may be determined by the issuer. CP is traded in secondary market and can be freely bought and sold before maturity.
- Treasury Bills (T-Bills) are issued by the Government of India to meet their short term borrowing requirements. T-Bills are issued for maturities of 91 days, and 364 days. T-bills are issued at a discount to their face value and redeemed at par.
- Triparty Repo.
Also Read: ICICI Prudential Nifty Top 15 Equal Weight Index Fund Review
SBI Nifty200 Momentum 30 Index Fund Registrar
Computer Age Management Services Ltd.
7th Floor, Tower II, Rayala Towers, 158,
Anna Salai, Chennai – 600002
Telephone:1800-3010-6767
Email: enq_h@camsonline.com
Website: www.camsonline.com
SBI Nifty200 Momentum 30 Index Fund Form Download
People also ask F&Q
Question 1: Is SBI Nifty200 Momentum 30 Index Fund good or bad?
Answer 1: Yes, SBI Nifty200 Momentum 30 Index Fund is a good choice for investors & Retailer Also.
Question 2: What NAV will I get, if I invest in NFO period of SBI Nifty200 Momentum 30 Index Fund?
Answer 1: A NAV of approx ₹10.00/-
