SBI Nifty200 Momentum 30 Index Fund
Ride the Trend for Long-Term Growth
If you’re looking for a disciplined, data-driven investment strategy that aims to deliver high returns by following stock market trends, the SBI Nifty200 Momentum 30 Index Fund could be your next smart move.
Launching with an NFO (New Fund Offer) from June 23 to July 3, 2025, this fund provides investors with exposure to 30 high-momentum stocks drawn from the Nifty 200 universe — a strategy proven to outperform broader indices over the long term.
📊 What is Momentum Investing?
Momentum investing capitalizes on the tendency of stocks that have performed well in the past to continue performing well in the near future. It identifies price trends and builds a portfolio based on recent top performers, rather than trying to predict future winners from scratch.
Key Features of Momentum Investing:
- Data-Driven: Relies on objective performance metrics.
- Trend-Focused: Invests in stocks showing strong price momentum.
- Disciplined: Avoids emotional decision-making.
- Historically Outperforming: Has delivered higher returns across multiple time frames.
Methodology:
📈 Why Choose SBI Nifty200 Momentum 30 Index Fund?
This index fund is designed to replicate the Nifty200 Momentum 30 Index, which selects 30 stocks based on momentum scores. Here’s why it stands out:
🔹 Strong Historical Performance
- Over 20 years, ₹1 lakh invested in the Nifty200 Momentum 30 Index would have grown to ₹38.05 lakhs, compared to ₹15.36 lakhs for Nifty 50.
- CAGR: 19.77% vs. 14.50% (Nifty 50)
🔹 Long-Term Outperformance
| Time Frame | Nifty200 Momentum 30 TRI | Nifty 50 TRI |
|---|---|---|
| 3 Years | 20.39% | 15.56% |
| 5 Years | 25.18% | 21.71% |
| 10 Years | 17.93% | 12.74% |
🔹 SIP Performance Advantage
Over a 15-year SIP horizon, momentum investing provided an excess return of 6.07% over Nifty 50 TRI.
🔹 Sector & Market Cap Exposure
- 64% Large Cap, 36% Mid Cap
- Top sectors: IT (22.95%), Consumer Services (16.11%), Healthcare (13.93%)
💡 Benefits of Investing in This Fund
- ✔️ Diversification: Exposure to multiple sectors and stocks in one go.
- ✔️ Cost-Effective: Lower expense ratio compared to actively managed funds.
- ✔️ Transparent: Portfolio mimics the index — no surprises.
- ✔️ Open-Ended: Offers liquidity and flexibility post-NFO.
- ✔️ Disciplined Strategy: No emotional investing — just data and trends.
- ✔️ Long-Term Capital Growth: Ideal for wealth creation over time.
🧠 Who Should Invest?
This fund is best suited for:
- Investors are looking for long-term capital appreciation.
- Those who want to avoid timing the market.
- Anyone comfortable with high risk for high potential return.
- Investors are interested in systematic, passive investing.
🟥 Riskometer: Very High — suitable for those with a high risk appetite.
📅 NFO Details: Important to Know
| Detail | Information |
|---|---|
| Fund Name | SBI Nifty200 Momentum 30 Index Fund |
| NFO Period | June 23 – July 3, 2025 |
| Benchmark | Nifty200 Momentum 30 TRI |
| Fund Manager | Mr. Viral Chhadva |
| Minimum Investment | ₹5,000 (additional in ₹1 increments) |
| Exit Load | 0.25% (if redeemed within 15 days) |
| Plans & Options | Regular & Direct |
🧾 Asset Allocation
| Instrument Type | Allocation Range |
|---|---|
| Securities in Nifty200 Momentum 30 | 95–100% |
| G-Secs, T-Bills, Liquid Funds (others) | 0–5% |
🔎 Final Thoughts: Is Momentum Right for You?
Momentum investing has shown consistent success across market cycles. The SBI Nifty200 Momentum 30 Index Fund brings this strategy to your fingertips through a transparent, low-cost, and systematic approach.
If you’re looking to add a differentiated, high-conviction strategy to your portfolio — especially one that doesn’t rely on guesswork — this fund is worth serious consideration.
📌 Ready to invest in trends, not noise?
Don’t miss the NFO window: June 23 – July 3, 2025
📎 Visit SBI Mutual Fund Website for the full Scheme Information Document (SID)
Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.