BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND vs SBI Nifty200 Momentum 30 Index Fund
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND and SBI Nifty200 Momentum 30 Index Fund are both Nifty 200 Momentum 30 Index Funds & ETFs. As of 5 Nov 2026 (Direct plan, Growth option): 3-year CAGR +9.32% vs —, 5-year CAGR — vs —, volatility 19.07% vs 19.13%, maximum drawdown −31.73% vs −16.12%. Their portfolios overlap by 100% (30 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| BANDHAN NIFTY200 MOMENTUM 30 INDEX | SBI Nifty200 Momentum 30 Index | |
|---|---|---|
| Fund house | Bandhan Mutual Fund | SBI Mutual Fund |
| Compared as | Nifty 200 Momentum 30 Index Funds & ETFs | Nifty 200 Momentum 30 Index Funds & ETFs |
| NAV | ₹15.2745 | ₹9.4899 |
| NAV date | 5 Nov 2026 | 5 Nov 2026 |
| Launched (first NAV) | 5 Sep 2022 | 15 Jul 2025 |
| Track record | 4.2 yrs | 1.3 yrs |
| Fund size (AUM) | ₹116 Cr | ₹114 Cr |
| Securities held | 30 | 30 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| BANDHAN NIFTY200 MOMENTUM 30 INDEX | SBI Nifty200 Momentum 30 Index | |
|---|---|---|
| 1 month | −0.04% | −0.04% |
| 3 months | −3.23% | −3.24% |
| 6 months | −4.56% | −4.58% |
| 1 year | −5.19% | −5.19% |
| 3 years (CAGR) | +9.32% | — |
| 5 years (CAGR) | — | — |
| 7 years (CAGR) | — | — |
| 10 years (CAGR) | — | — |
| Since launch (CAGR) | +10.54% | −3.15% |
| SIP return (XIRR, 5 years) ⓘ | — | — |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| BANDHAN NIFTY200 MOMENTUM 30 INDEX | SBI Nifty200 Momentum 30 Index | |
|---|---|---|
| 2026 (year to date) | −3.93% | −3.97% |
| 2025 | −5.40% | — |
| 2024 | +20.29% | — |
| 2023 | +40.18% | — |
Risk
| BANDHAN NIFTY200 MOMENTUM 30 INDEX | SBI Nifty200 Momentum 30 Index | |
|---|---|---|
| Volatility (annualised) ⓘ | 19.07% | 19.13% |
| Downside volatility ⓘ | 14.55% | 14.69% |
| Sharpe ratio ⓘ | 0.15 | -0.50 |
| Sortino ratio ⓘ | 0.20 | -0.66 |
| Maximum drawdown ⓘ | −31.73% | −16.12% |
| Recovery from that fall | — | — |
| Current fall from peak | −21.71% | −7.34% |
| Rolling 1-year return: worst | −21.57% | −14.11% |
| Rolling 1-year return: median | +4.07% | −1.13% |
| Rolling 1-year return: best | +73.73% | +5.69% |
| Share of 1-year periods with a loss | 41.57% | 60.76% |
Against each fund's benchmark
| BANDHAN NIFTY200 MOMENTUM 30 INDEX | SBI Nifty200 Momentum 30 Index | |
|---|---|---|
| Beta ⓘ | 1.20 | 1.14 |
| Alpha (Jensen's, annualised) ⓘ | +0.34% | +2.53% |
| R² ⓘ | 78.56 | 86.05 |
| Upside capture | 130.69% | 117.77% |
| Downside capture | 143.77% | 108.61% |
| Tracking error | 9.75% | 7.53% |
| Information ratio | 0.00 | 0.07 |
| Treynor ratio | 1.62 | -9.66 |
Portfolio
Asset mix
| BANDHAN NIFTY200 MOMENTUM 30 INDEX | SBI Nifty200 Momentum 30 Index | |
|---|---|---|
| Equity | 99.99% | 100.15% |
| Cash & equivalents | 0.01% | -0.15% |
Market-cap split (share of fund assets)
| BANDHAN NIFTY200 MOMENTUM 30 INDEX | SBI Nifty200 Momentum 30 Index | |
|---|---|---|
| Large Cap | 66.40% | 66.52% |
| Mid Cap | 33.59% | 33.63% |
| Small Cap | 0.00% | 0.00% |
| Unclassified | 0.00% | 0.00% |
Concentration
| BANDHAN NIFTY200 MOMENTUM 30 INDEX | SBI Nifty200 Momentum 30 Index | |
|---|---|---|
| Top 10 holdings | 50.04% | 50.12% |
| Effective number of stocks ⓘ | 25.3 | 25.2 |
| Securities held | 30 | 30 |
Portfolio overlap: 100%
30 companies are held by both funds; by weight, 100% of the two portfolios is the same. That is a high overlap: holding both adds little diversification beyond holding one.
| Held by both | BANDHAN NIFTY200 MOMENTUM 30 INDEX | SBI Nifty200 Momentum 30 Index |
|---|---|---|
| Laurus Labs Limited | 6.54% | 6.55% |
| Multi Commodity Exchange of India Limited | 6.05% | 6.06% |
| Tata Steel Ltd. | 5.04% | 5.05% |
| Hindalco Industries Limited | 5.02% | 5.03% |
| Shriram Finance Limited | 5.02% | 5.03% |
| NTPC Limited | 4.70% | 4.71% |
| Adani Power Limited | 4.62% | 4.63% |
| Cummins India Limited | 4.46% | 4.47% |
| GE Vernova T&D India Limited | 4.33% | 4.33% |
| Vedanta Limited | 4.26% | 4.26% |
| BSE Limited | 4.14% | 4.15% |
| The Federal Bank Limited | 3.75% | 3.75% |
| Bharat Heavy Electricals Limited | 3.64% | 3.65% |
| Samvardhana Motherson International Limited | 3.34% | 3.35% |
| Bharat Forge Limited | 3.20% | 3.20% |
Top 10 holdings
BANDHAN NIFTY200 MOMENTUM 30 INDEX
- Laurus Labs Limited6.54%
- Multi Commodity Exchange of India Limited6.05%
- Tata Steel Ltd.5.04%
- Hindalco Industries Limited5.02%
- Shriram Finance Limited5.02%
- NTPC Limited4.70%
- Adani Power Limited4.62%
- Cummins India Limited4.46%
- GE Vernova T&D India Limited4.33%
- Vedanta Limited4.26%
SBI Nifty200 Momentum 30 Index
- Laurus Labs Limited6.55%
- Multi Commodity Exchange of India Limited6.06%
- Tata Steel Ltd.5.05%
- Hindalco Industries Limited5.03%
- Shriram Finance Limited5.03%
- NTPC Limited4.71%
- Adani Power Limited4.63%
- Cummins India Limited4.47%
- GE Vernova T&D India Limited4.33%
- Vedanta Limited4.26%
Sector exposure
| BANDHAN NIFTY200 MOMENTUM 30 INDEX | SBI Nifty200 Momentum 30 Index | |
|---|---|---|
| Electrical Equipment | 15.76% | 15.77% |
| Power | 14.18% | 14.22% |
| Pharmaceuticals & Biotechnology | 11.14% | 11.15% |
| Capital Markets | 10.19% | 10.21% |
| Industrial Products | 8.36% | 8.37% |
| Non - Ferrous Metals | 7.67% | 7.69% |
| Finance | 7.24% | 7.25% |
| Ferrous Metals | 6.72% | 6.74% |
| Auto Components | 6.54% | 6.55% |
| Diversified Metals | 4.26% | 4.26% |
| Banks | 3.75% | 3.75% |
| Chemicals & Petrochemicals | 2.16% | 2.17% |
| Telecom - Services | 2.02% | 2.02% |
Questions people ask
What is the difference between BANDHAN NIFTY200 MOMENTUM 30 INDEX and SBI Nifty200 Momentum 30 Index returns?
As of 5 Nov 2026, Direct plan Growth option: 1-year return −5.19% vs −5.19%; 3-year CAGR +9.32% vs —; 5-year CAGR — vs —; 10-year CAGR — vs —. Past returns do not indicate future returns.
How do BANDHAN NIFTY200 MOMENTUM 30 INDEX and SBI Nifty200 Momentum 30 Index compare on risk?
Volatility (36 monthly returns, annualised) 19.07% vs 19.13%; Sharpe ratio 0.15 vs -0.50; Sortino ratio 0.20 vs -0.66; maximum drawdown −31.73% vs −16.12%; beta 1.20 vs 1.14.
How much do BANDHAN NIFTY200 MOMENTUM 30 INDEX and SBI Nifty200 Momentum 30 Index overlap?
By weight, 100% of the two portfolios is invested in the same companies; 30 stocks are held by both, the largest shared positions being Laurus Labs Limited, Multi Commodity Exchange of India Limited, Tata Steel Ltd.. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of BANDHAN NIFTY200 MOMENTUM 30 INDEX and SBI Nifty200 Momentum 30 Index?
BANDHAN NIFTY200 MOMENTUM 30 INDEX: large cap 66.4%, mid cap 33.6%, small cap 0.0%. SBI Nifty200 Momentum 30 Index: large cap 66.5%, mid cap 33.6%, small cap 0.0% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 5 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.