NFO Alert: SBI Mutual Fund Introduces Nifty200 Value 30 and Nifty Smallcap 250 ETFs

SBI Mutual Fund has launched 2 new Exchange Traded Funds (ETFs), SBI Nifty200 Value 30 ETF and SBI Nifty Smallcap 250 ETF. The New Fund Offers (NFOs) for both schemes opened on May 7 and will close on May 18. 

The schemes have been introduced as open-ended ETFs linked to separate NSE indices. The minimum investment amount during the NFO period is ₹5,000, while additional investments can be made in multiples of ₹1. 

Nifty200 Value 30 ETF Structure 

The SBI Nifty200 Value 30 ETF will track the Nifty200 Value 30 Index. The benchmark consists of 30 companies selected from the Nifty 200 universe using value-focused indicators such as earnings-to-price ratio, sales-to-price ratio, dividend yield, and book value-to-price ratio. 

According to the scheme details, the fund will invest between 95% and 100% of its assets in securities included in the underlying index. The remaining allocation may be parked in government securities and liquid mutual fund units. 

Small-Cap Index Exposure 

The SBI Nifty Smallcap 250 ETF will replicate the Nifty Smallcap 250 Index, which includes companies ranked between 251 and 500 within the Nifty 500 universe.  

NSE data shows the index currently represents around 5.20% of the free-float market capitalisation. 

The scheme will follow a similar allocation pattern, with 95% to 100% of assets invested in index constituents.  

Up to 5% of the portfolio may be invested in treasury bills, G-Secs, state development loans (SDLs), triparty repo and liquid mutual funds. 

Fund Objective and Management 

The investment objective of both ETFs is to generate returns corresponding to the total returns of the underlying indices, subject to tracking error. 

Both schemes will be managed by Viral Chhadva. Nand Kishore said passive products are becoming part of portfolio allocation strategies.  

As per news reports, DP Singh, Joint CEO, SBI Funds Management, stated, “These ETF launches broaden our equity passive suite and enhance the solution set available to investors and distributors, addressing distinct portfolio needs from value-oriented exposure based on fundamentally screened stocks to access to the long-term growth potential of the small-cap segment.  

Both products offer disciplined, index-based exposure, providing additional building blocks to support diversified portfolio construction”. 

Read More: Best Mutual Funds for Lump Sum Investments in India for May 2026: Quant Small Cap Fund, Motilal Oswaal Midcap Fund, and More! 

Conclusion 

The 2 ETFs expand SBI Mutual Fund’s passive product range, with both schemes scheduled to close for subscription on May 18. 

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.   
 
Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing.