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EquityIndex Funds

SBI Nifty Midcap 150 Index Fund Direct Growth

3Y Annualised

N/A

-0.65% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

2.42%

-0.65% 1D

Benchmark

N/A

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

24 years 1 months

NIFTY 50

4 years 7 months

FD

9 years 7 months

Fund info

Fund size

₹898.22 Cr

Min. SIP amount

₹500

Min. Lumpsum amount

₹5000

Exit load

0%

0.25% - if redeemed on or before 30 Days from the date of allotment. Nil - after 30 Days.

Risk Profile

Very High Risk

Fund Managers

About SBI Nifty Midcap 150 Index Fund Direct Growth

SBI Nifty Midcap 150 Index Fund Direct Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 2 years, having been launched on 2022-09-21. SBI Nifty Midcap 150 Index Fund Direct Growth has ₹898.22 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of SBI Nifty Midcap 150 Index Fund Direct Growth as of Fri Jul 18 2025 is ₹18.9896. The fund has an expense ratio of 0.39%, which is medium comparable to most other Equity funds.

SBI Nifty Midcap 150 Index Fund Direct Growth returns for the last 1 year are 2.92%. Since launch, it has delivered 25.51% average annual returns.

The SBI Nifty Midcap 150 Index Fund Direct Growth has the majority of its money invested in Financial Services, Healthcare, Industrials, Technology, Communication Services sectors.

Top 5 Holdings of SBI Nifty Midcap 150 Index Fund Direct Growth.

  1. BSE Ltd: 3.09%
  2. Max Healthcare Institute Ltd Ordinary Shares: 2.60%
  3. Suzlon Energy Ltd: 2.21%
  4. Persistent Systems Ltd: 1.78%
  5. Coforge Ltd: 1.76%

AMC Information

NameSBI Funds Management Ltd
Founding Date2022-09-21
Emailpartnerforlife@sbimf.com
Phone022 - 61793000
Websitewww.sbimf.com
Address9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai

Tax Implications of SBI Nifty Midcap 150 Index Fund Direct Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from SBI Funds Management Ltd

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