June 21, 2025
mayank
SBI Nifty200 Momentum 30 Index Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the SBI Nifty200 Momentum 30 Index Fund Open Date, Close Date?
NFO opens on June 23, 2025
NFO will close on July 03, 2025
Investment Strategy for this NFO?
The scheme seeks to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
Basic Details
| Fund House | SBI Mutual Fund |
| Issue Open | 23 June 2025 |
| Issue Close | 03 July 2025 |
| Type | Open-ended |
| Category | Equity: Large & MidCap |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0.25% for redemption within 15 days |
| Riskometer | Very High |
| Benchmark | Nifty 200 Momentum 30 Index |
About Benchmark Index for this NFO?
‘Nifty200 Momentum 30’ Index which aims to track the performance of the top 30 companies within the Nifty 200 selected based on their Normalised Momentum Score. The Normalised Momentum Score for each company is determined based on its 6-month and 12-month price return, adjusted for its daily price return volatility. The weight of each stock is based on the factor tilt methodology – the weight is derived by multiplying the free float market cap with the Normalised Momentum Score of that stock.
Stock weights are capped at the lower of 5% or 5 times the weight of the stock in the index based only on free float market capitalization.
The index can be used for a variety of purposes such as benchmarking, creation of index funds, ETFs and structured products.
Portfolio Characteristics
| Methodology | Tilt Weighted |
| No. of Constituents | 31 |
| Launch Date | August 25, 2020 |
| Base Date | April 01, 2005 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annual |
Fund Managers of SBI Nifty200 Momentum 30 Index Fund
1) Viral Chhadva
Education: Mr. Chhadva has done MFM (Finance) and CFA
Experience: Prior to joining SBI Mutual Fund, he has worked with India Infoline Ltd. and ICICI Securities
AMC
SBI Funds Management Ltd
Address: 9th Floor-Crescenzo, C-38 & 39- G Block, Bandra-Kurla Complex, Bandra (East) Mumbai – 400051
Website: http://www.sbimf.com
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for SBI Nifty200 Momentum 30 Index Fund @ sahifund.com by Paresh Gordhandas, C.A., & Research Analyst
[ A ] Benchmark Performance of Nifty 200 Momentum 30 Index
Performance
| Index Returns (%)# | 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 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 23.93 | 19.60 | 22.61 |
| Beta (NIFTY 50) | 1.34 | 1.07 | 0.95 |
| Correlation (NIFTY 50) | 0.87 | 0.80 | 0.88 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 39.08 | 7.92 | 1.12 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| 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 |
Note on Benchmark Performance:
X
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Viral Chhadva
| Fund | SBI Nifty 50 Equal Weight ETF | It’s Benchmark | SBI Nifty 500 Index Fund | It’s Benchmark |
| 1 Year | — | — | — | — |
| 3 Year | — | — | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 21-6-2025
Note on Fund Managers’ performance
X
[ C ] Conclusion
X
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in SBI Nifty200 Momentum 30 Index Fund NFO?
>> Post your MF questions @ sahifund.com/ask-me/
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https://sahifund.com/category/nfos/
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