Portfolio Alerts Watch List Cart

SBI Nifty200 Momentum 30 Index Fund(IDCW)

Ticker: mf17363
Decent 66/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

S
SBI Nifty200 Momentum 30 Index Fund(IDCW Payout)
Score 66/100 Decent
The SBI Nifty200 Momentum 30 Index Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of valuation and governance aspects.
View details
B
Bandhan CRISIL IBX 90:10 SDL Plus Gilt - Nov 2026 Index Fund(IDCW Reinvest)
Score 66/100 Decent
The fund offers a stable investment option with moderate returns, suitable for conservative investors seeking safety over high growth.
View details
B
Bandhan CRISIL IBX 90:10 SDL Plus Gilt - Nov 2026 Index Fund(IDCW)
Score 66/100 Decent
The fund shows potential but has several areas of concern that need to be addressed for better performance.
View details
M
Mahindra Manulife Overnight Fund(DD-IDCW)
Score 48/100 Risky
The fund shows several weaknesses in growth and profitability metrics, making it a risky investment at this time.
View details
N
Nippon India Quant Fund(IDCW)
Score 68/100 Decent
The Nippon India Quant Fund shows decent potential with consistent growth and profitability metrics, though valuation is a concern.
View details
B
Baroda BNP Paribas Income Plus Arbitrage Active FoF(IDCW)
Score 70/100 Decent
The fund shows potential but faces challenges in growth consistency and market sentiment.
View details
I
ICICI Pru Retirement Fund-Pure Debt Plan(IDCW)
Score 70/100 Decent
The fund shows decent stability and moderate growth potential, but faces challenges in profitability and market sentiment.
View details
N
Navi ELSS Tax Saver Nifty 50 Index Fund(IDCW)
Score 66/100 Decent
The fund is a decent investment option with a balanced approach towards growth and stability, but investors should be cautious of market volatility.
View details
K
Kotak FMP-308-1125D(IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth potential and inconsistent performance metrics, making it a risky investment at this time.
View details
I
Invesco India - Invesco Global Equity Income FoF(IDCW)
Score 66/100 Decent
The fund shows potential for growth but carries risks related to execution and valuation. Investors should proceed with caution.
View details
M
Mahindra Manulife Arbitrage Fund(IDCW)
Score 68/100 Decent
The fund shows moderate potential but is hindered by inconsistent growth and average profitability metrics.
View details
M
Mahindra Manulife Arbitrage Fund(IDCW Payout)
Score 48/100 Decent
The fund shows moderate potential but is hindered by inconsistent growth and market risks.
View details
D
DSP Global Clean Energy Overseas Equity Omni FoF(IDCW)
Score 68/100 Decent
The fund operates in a promising sector but faces challenges in growth consistency and valuation. Caution is advised.
View details
D
DSP Global Clean Energy Overseas Equity Omni FoF(IDCW Reinvest)
Score 48/100 Decent
The fund is positioned in a promising sector but faces challenges in valuation and execution risks.
View details
J
JM Short Duration Fund(IDCW)
Score 68/100 Decent
The JM Short Duration Fund shows decent potential but faces challenges in profitability and growth drivers. Investors should be cautious.
View details
A
Axis FTP-113-1228D(Q-IDCW)
Score 68/100 Decent
The stock shows potential for moderate growth, but investors should be cautious due to profitability pressures and execution risks.
View details

Business Overview

The SBI Nifty200 Momentum 30 Index Fund (IDCW) is designed for investors seeking exposure to high-performing stocks within the Nifty 200 index. This fund focuses on momentum investing, targeting companies that exhibit strong price performance. Ideal for growth-oriented investors, it offers a systematic approach to capital appreciation. With professional management and diversified holdings, it aims to deliver consistent returns over the long term, making it a valuable addition to any investment portfolio.

  • Targets high-performing stocks in the Nifty 200 index
  • Focuses on momentum investing for growth
  • Managed by experienced professionals
  • Offers diversification across sectors
  • Ideal for long-term capital appreciation

Investment Thesis

The SBI Nifty200 Momentum 30 Index Fund (IDCW) stands out due to its robust backing by the SBI group, a trusted name in Indian finance. With the increasing adoption of digital services, this fund is well-positioned for growth. Its attractive valuation compared to peers makes it an appealing choice for investors seeking long-term gains.

  • Strong promoter backing from the reputable SBI group enhances credibility.
  • Significant growth potential driven by the digital services sector.
  • Attractive valuation compared to peer funds, offering better investment opportunities.
  • Focus on momentum stocks ensures a dynamic and responsive investment strategy.
  • Ideal for investors looking for exposure to high-potential companies in the Nifty200 index.

Opportunity vs Risk

Opportunities
  • Diversified exposure to top momentum stocks
  • Potential for high returns in bullish markets
  • Low expense ratio compared to peers
  • Systematic investment plan (SIP) flexibility
Risks ⚠️
  • Market volatility can impact returns
  • Concentration in specific sectors
  • Performance dependent on market momentum
  • Not suitable for risk-averse investors

Peer Perspective

SBI Nifty200 Momentum 30 Index Fund trades at a slight premium compared to peers like ICICI Prudential Nifty Next 50 Fund and HDFC Nifty 50 Fund; a rerating could occur with sustained growth acceleration and improved margin stability.
📊 Stock Investment Checklist (100 Points)
SBI Nifty200 Momentum 30 Index Fund(IDCW) • Updated: 2025-10-01 07:15:28
  • 10
    Business
    High
    The fund is focused on a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed in underlying stocks.
  • 10
    Profitability
    High
    ROE and ROCE are healthy, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation ratios are competitive compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate reserves.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns on pledging.
  • 5
    Drivers
    Good
    Catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The SBI Nifty200 Momentum 30 Index Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks and governance concerns.