SBI Nifty200 Momentum 30 Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is LAURUS LABS LTD with a portfolio weight of 5.85% .
The fund currently owns more than 32 stocks.
The top 10 holdings account for 49.72% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.34% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Pharmaceuticals |
5.85%
|
|
| 2 | Non-Banking Financial Company (NBFC) |
5.21%
|
|
| 3 | Iron & Steel |
5.06%
|
|
| 4 | Materials |
5.06%
|
|
| 5 | Industrials |
5.04%
|
|
| 6 | Utilities |
4.93%
|
|
| 7 | Exchange Platform |
4.81%
|
|
| 8 | Financials |
4.76%
|
|
| 9 | Power - Generation/Distribution |
4.66%
|
|
| 10 | Industrials |
4.34%
|
|
| 11 | Materials |
4.23%
|
|
| 12 | Financials |
4.13%
|
Minimum Purchase: ₹5,000
Exit Load: For exit on or before 15 days from the date of allotment - 0.25% For exit after 15 days from the date of allotment - Nil
Lock-in: 1
Risk: Moderate Risk
SBI Nifty200 Momentum 30 Index Fund - Direct Plan is managed by SBI .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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