SBI Nifty Midcap 150 Index Fund Direct Growth
3Y Annualised
N/A
0.88% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.47%
0.88% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
-121 years -8 months
5 years 3 months
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
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Tata Nifty MidSmall Healthcare Index Fund Direct Growth
2nd
Tata Nifty MidSmall Healthcare Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
3rd
Tata Nifty MidSmall Healthcare Index Fund Direct Payout Inc Dist cum Cap Wdrl
4th
Tata Nifty MidSmall Healthcare Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl
5th
Tata Nifty MidSmall Healthcare Index Fund Regular Payout Inc Dist cum Cap Wdrl
147th
SBI Nifty Midcap 150 Index Fund Direct Growth
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 Thu Jul 31 2025. The latest Net Asset Value (NAV) of SBI Nifty Midcap 150 Index Fund Direct Growth as of Tue Jul 29 2025 is ₹18.6834. 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 -0.57%. Since launch, it has delivered 24.50% 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.
- BSE Ltd: 3.09%
- Max Healthcare Institute Ltd Ordinary Shares: 2.60%
- Suzlon Energy Ltd: 2.21%
- Persistent Systems Ltd: 1.78%
- Coforge Ltd: 1.76%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2022-09-21 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th 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 Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from SBI Funds Management Ltd
EquityEquity - Other
3Y CAGR
33.33%
expense ratio
1.86%
fund size
₹5427.44 Cr
EquityEquity - Infrastructure
3Y CAGR
25.05%
expense ratio
1.03%
fund size
₹5195.23 Cr
AllocationChildren
3Y CAGR
13.52%
expense ratio
0.85%
fund size
₹128.98 Cr
EquityFlexi Cap
3Y CAGR
13.28%
expense ratio
1.67%
fund size
₹22499.74 Cr
EquityLarge-Cap
3Y CAGR
13.54%
expense ratio
0.04%
fund size
₹120041.17 Cr
FAQs
What is the current NAV of SBI Nifty Midcap 150 Index Fund Direct Growth?
What are the average returns of SBI Nifty Midcap 150 Index Fund Direct Growth?
How do I invest in SBI Nifty Midcap 150 Index Fund Direct Growth?
What is the expense ratio of SBI Nifty Midcap 150 Index Fund Direct Growth?
What are net assets under management (AUM) of SBI Nifty Midcap 150 Index Fund Direct Growth?
What is the PE and PB ratio of SBI Nifty Midcap 150 Index Fund Direct Growth?
What are the top 5 holdings of SBI Nifty Midcap 150 Index Fund Direct Growth?
What are the top 3 sectors that SBI Nifty Midcap 150 Index Fund Direct Growth has invested in?
Who is the manager of SBI Nifty Midcap 150 Index Fund Direct Growth?
What is the exit load of SBI Nifty Midcap 150 Index Fund Direct Growth?
How to Redeem SBI Nifty Midcap 150 Index Fund Direct Growth?
Can I invest in SIP and a Lump Sum of SBI Nifty Midcap 150 Index Fund Direct Growth?
