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SBI Nifty200 Momentum 30 Index Fund- Direct Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)

SBI · Index Funds
High
₹9.90
Current NAV
25 Jun 2026
13.0%
1Y Return
22.0%
3Y CAGR
14.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.2%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.80).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.30).
  • Very large asset base (AUM: ₹22,350 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.80
Sharpe Ratio
0.50
Beta
2.30
Alpha
2.16
Sortino
Fund Details
Fund House SBI
Category Index Funds
AUM ₹22350 Cr
Expense Ratio 0.20%
Min SIP ₹500
Min Lumpsum ₹1000
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