Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -3.70% | -7.53% | -8.30% | -9.38% | -12.32% | – | – | – | – |
NAV history
About this fund
SBI Nifty200 Momentum 30 Index Fund is a passive index fund/ETF offered by SBI Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹8.89, with assets under management of about ₹121 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, SBI Nifty200 Momentum 30 Index Fund has recorded a return of about -12.3%. Its annualised volatility is 17.5% — relatively large fluctuations — and its Sharpe ratio is -1.07, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.34%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | -0.81 | -0.61 | -12.32 | 6.10 | 45% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Nifty Private Bank Index Fund Other Scheme - Index Funds | -1.59 | -2.17 | -0.90 | -5.37 | – | – | – | 0.30 |
| Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund Other Scheme - Index Funds | -0.03 | 0.99 | 2.50 | 5.01 | – | – | – | – |
| SBI Nifty100 Low Volatility 30 Index Fund Other Scheme - Index Funds | -3.74 | -7.32 | -5.48 | -10.34 | – | – | – | 0.33 |
| Kotak Nifty Alpha 50 Index Fund Other Scheme - Index Funds | -8.36 | -5.81 | -1.15 | -1.74 | – | – | – | – |
| DSP Nifty500 Flexicap Quality 30 Index Fund Other Scheme - Index Funds | -3.15 | -5.62 | -5.27 | -12.22 | – | – | – | 0.25 |
| Nippon India Nifty India Manufacturing Index Fund Other Scheme - Index Funds | -7.17 | -7.66 | -5.06 | -2.17 | – | – | – | 0.21 |
| Bandhan BSE India Sector Leaders Index Fund Other Scheme - Index Funds | -3.28 | -5.88 | -5.78 | -10.04 | – | – | – | 0.24 |
| Tata Nifty Next 50 Index Fund Other Scheme - Index Funds | -6.19 | -6.61 | -5.24 | -2.42 | – | – | – | 0.19 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| SBI GOLD FUND Other Scheme - FoF Domestic | -6.08 | -1.61 | -6.15 | 11.35 | 31.50 | 23.39 | 15.84 | 0.20 |
| SBI CREDIT RISK FUND Debt Scheme - Credit Risk Fund | -0.47 | 0.93 | 3.45 | 6.98 | 8.30 | 7.57 | 7.67 | 0.76 |
| SBI LIQUID FUND Debt Scheme - Liquid Fund | 0.41 | 1.51 | 3.13 | 6.43 | 6.86 | 6.36 | 6.06 | 0.17 |
| SBI Ultra Short to Short Term Fund Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | 0.15 | 1.15 | 2.72 | 5.62 | 7.12 | 6.50 | 6.73 | – |
| SBI SHORT TERM FUND Debt Scheme - Short Duration Fund | -0.40 | 0.16 | 1.93 | 4.02 | 7.08 | 6.27 | 6.92 | – |
| SBI Money Market Fund Debt Scheme - Money Market Fund | 0.26 | 1.47 | 3.01 | 6.20 | 7.24 | 6.66 | 6.74 | – |
| SBI MEDIUM TERM FUND Debt Scheme - Medium Duration Fund | -0.77 | 0.19 | 2.55 | 5.14 | 7.48 | 6.63 | 7.93 | – |
| SBI ULTRA SHORT TERM FUND Debt Scheme - Ultra Short Duration Fund | 0.31 | 1.46 | 3.02 | 6.29 | 7.10 | 6.48 | 6.55 | – |