SBI Nifty 200 Momentum 30 Index Fund
Direct · Growth ₹9.74
06 Jul 2026
NAV
-1.7%
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.
-11.53
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.
NA
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 | ₹11.96 L | -0.7% | -8.4% | 4.0% |
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 | -0.7% | 14.5% | 9.1% | -15.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -1.7% | -1.9% | -2.4% | -0.7% | -11.53 | -1.00 | 0% | — | — |
-16.1%
Max Drawdown
4 mo
Drawdown Duration
Not recovered
Recovery Time
-4.0%
Avg Drawdown
Calmar Ratio by Duration
-0.11
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.88 | 1.22 | 119.0% | 114.6% | -1.7% | -3.4% |
| 3 Years | +2.37 | 1.23 | 118.9% | 114.9% | -0.7% | -1.3% |
| 5 Years | +2.00 | 1.23 | 118.9% | 114.9% | -0.4% | -0.8% |
| 7 Years | +1.85 | 1.23 | 118.9% | 114.9% | -0.3% | -0.6% |
| 10 Years | +1.73 | 1.23 | 118.9% | 114.9% | -0.2% | -0.4% |
| 12 Years | +1.70 | 1.23 | 118.9% | 114.9% | -0.2% | -0.3% |
| 15 Years | +1.64 | 1.23 | 118.9% | 114.9% | -0.1% | -0.3% |
30
Total Holdings
49.4%
Top 10 Weight
17
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Hindalco Industries Ltd. | 6.51% |
| 2 | BSE Ltd. | 6.00% |
| 3 | State Bank of India | 5.03% |
| 4 | Shriram Finance Ltd. | 4.98% |
| 5 | Eicher Motors Ltd. | 4.94% |
| 6 | Asian Paints Ltd. | 4.91% |
| 7 | Bajaj Finance Ltd. | 4.58% |
| 8 | Bharti Airtel Ltd. | 4.38% |
| 9 | TVS Motor Company Ltd. | 4.08% |
| 10 | Maruti Suzuki India Ltd. | 3.99% |