SBI Nifty200 Value 30 ETF FoF - Regular Plan

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Value Research Rating

Unrated

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Very High

₹9.8076 0.44%

As on 27-Oct-2026

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Returns

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Calculate SIP Returns of SBI Nifty200 Value 30 ETF FoF - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of SBI Nifty200 Value 30 ETF FoF - Regular Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Base Expense Ratio (%) info
5 out of 5 stars
unlock fund advisor
Very High
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0.90
5 out of 5 stars
unlock fund advisor
Very High
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0.90
1 out of 5 stars
unlock fund advisor
Very High
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0.66
4 out of 5 stars
unlock fund advisor
Very High
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1.20
4 out of 5 stars
unlock fund advisor
Very High
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1.27

Other details of SBI Nifty200 Value 30 ETF FoF - Regular Plan

Assets

info

₹-- Cr

Exit Load (Days)

info

1.00 (15)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

500

Min. No of Cheques

12

About SBI Nifty200 Value 30 ETF FoF - Regular Plan

SBI Nifty200 Value 30 ETF FoF - Regular Plan is a equity mutual fund scheme of SBI Mutual Fund. Launched on October 07, 2026, it is currently managed by Viral Chhadva. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

SBI Nifty200 Value 30 ETF FoF - Regular Plan follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes their true worth is. Being a fund of funds, it invests its assets in a set of mutual fund schemes instead of the underlying securities directly. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.

Investment Strategy

The scheme seeks to provide returns that closely correspond to returns provided by SBI Nifty200 Value 30 ETF.

Suitability

Value-oriented funds are suitable for investors:

  • Seeking exposure in value/contrarian stocks for high returns
  • Aiming for long-term wealth creation
  • With a 5+ year investment horizon
  • Who are at ease with the market's ups and downs

Note:

  • Invest only through SIP
  • Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directly

Capital Gains Taxation

The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.

  • If the mutual fund units are sold after 2 years from the date of investment, gains are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 2 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for SBI Nifty200 Value 30 ETF FoF - Regular Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of SBI Nifty200 Value 30 ETF FoF - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, SBI Nifty200 Value 30 ETF FoF - Regular Plan can be bought from the SBI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of SBI Nifty200 Value 30 ETF FoF - Regular Plan, is ₹9.8076 as of 28-Oct-2026.

Over the past five years, SBI Nifty200 Value 30 ETF FoF - Regular Plan has delivered an annualised return of --% as of 28-Oct-2026.

The minimum investment required to start investing in SBI Nifty200 Value 30 ETF FoF - Regular Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.

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