SBI Nifty 200 Momentum 30 Index Fund
Direct · Growth ₹9.87
18 Aug 2026
NAV
0.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-2.21
Sharpe
-16.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.41%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.01 L | -0.1% | -8.4% | 4.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | -0.1% | 14.4% | 9.4% | -14.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 0.8% | 1.0% | -3.3% | 5.3% | -2.21 | -0.91 | 52% | — | — |
-16.1%
Max Drawdown
4 mo
Drawdown Duration
Not recovered
Recovery Time
-4.1%
Avg Drawdown
Calmar Ratio by Duration
0.05
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.98 | 1.20 | 117.4% | 110.0% | 1.2% | -2.9% |
| 3 Years | +2.95 | 1.20 | 118.0% | 111.5% | -0.1% | -1.4% |
| 5 Years | +2.29 | 1.20 | 118.0% | 111.5% | -0.0% | -0.8% |
| 7 Years | +2.01 | 1.20 | 118.0% | 111.5% | -0.0% | -0.6% |
| 10 Years | +1.80 | 1.20 | 118.0% | 111.5% | -0.0% | -0.4% |
| 12 Years | +1.72 | 1.20 | 118.0% | 111.5% | -0.0% | -0.4% |
| 15 Years | +1.64 | 1.20 | 118.0% | 111.5% | -0.0% | -0.3% |
29
Total Holdings
49.7%
Top 10 Weight
13
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Laurus Labs Ltd. | 5.85% |
| 2 | Shriram Finance Ltd. | 5.21% |
| 3 | Hindalco Industries Ltd. | 5.06% |
| 4 | Tata Steel Ltd. | 5.06% |
| 5 | Cummins India Ltd. | 5.04% |
| 6 | NTPC Ltd. | 4.93% |
| 7 | Multi Commodity Exchange of India Ltd. | 4.81% |
| 8 | BSE Ltd. | 4.76% |
| 9 | Adani Power Ltd. | 4.66% |
| 10 | GE Vernova T&D India Ltd. | 4.34% |