SBI Nifty 200 Momentum 30 Index Fund
Direct · Growth ₹9.19
19 Oct 2026
NAV
-0.5%
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.
-2.01
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 | ₹11.96 L | -1.3% | -11.7% | 6.5% |
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 | -1.3% | 14.3% | 5.8% | -15.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -0.5% | -0.7% | -9.2% | 5.7% | -2.01 | -0.90 | 46% | — | — |
-16.1%
Max Drawdown
4 mo
Drawdown Duration
Not recovered
Recovery Time
-4.4%
Avg Drawdown
Calmar Ratio by Duration
-0.03
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.43 | 1.13 | 110.0% | 105.4% | -9.4% | -11.4% |
| 3 Years | +2.13 | 1.14 | 111.1% | 107.0% | -2.4% | -3.2% |
| 5 Years | +1.65 | 1.14 | 111.1% | 107.0% | -1.5% | -1.9% |
| 7 Years | +1.45 | 1.14 | 111.1% | 107.0% | -1.1% | -1.4% |
| 10 Years | +1.30 | 1.14 | 111.1% | 107.0% | -0.7% | -1.0% |
| 12 Years | +1.23 | 1.14 | 111.1% | 107.0% | -0.6% | -0.8% |
| 15 Years | +1.17 | 1.14 | 111.1% | 107.0% | -0.5% | -0.6% |
29
Total Holdings
48.7%
Top 10 Weight
13
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Laurus Labs Ltd. | 5.94% |
| 2 | Multi Commodity Exchange of India Ltd. | 5.85% |
| 3 | Shriram Finance Ltd. | 5.32% |
| 4 | Hindalco Industries Ltd. | 5.08% |
| 5 | Tata Steel Ltd. | 4.73% |
| 6 | Cummins India Ltd. | 4.49% |
| 7 | NTPC Ltd. | 4.48% |
| 8 | GE Vernova T&D India Ltd. | 4.30% |
| 9 | Vedanta Ltd. | 4.29% |
| 10 | Adani Power Ltd. | 4.21% |