SBI Nifty Midcap 150 Index Fund Direct Growth
3Y Annualised
20.21%
2.42% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.44%
2.42% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
3 years 9 months
7 years 10 months
9 years 7 months
Fund info
Fund size
₹1094.22 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
SBI Nifty Smallcap 250 ETF
2nd
SBI Nifty200 Value 30 ETF
3rd
DSP Nifty Private Bank Index Fund Direct Reinvestment of Income Dist cum Cap Wdrl
4th
DSP Nifty Private Bank Index Fund Direct Payout of Income Dist cum Cap Wdrl
5th
DSP Nifty Private Bank Index Fund Direct Growth
554th
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 3 years, having been launched on 2022-09-21. SBI Nifty Midcap 150 Index Fund Direct Growth has ₹1094.22 Cr worth of assets under management (AUM) as of Mon Jun 15 2026. The latest Net Asset Value (NAV) of SBI Nifty Midcap 150 Index Fund Direct Growth as of Fri Jun 12 2026 is ₹19.3774. The fund has an expense ratio of 0.47%, which is medium comparable to most other Equity funds.
SBI Nifty Midcap 150 Index Fund Direct Growth returns for the last 1 year are 3.78%. Since launch, it has delivered 19.44% average annual returns.
The SBI Nifty Midcap 150 Index Fund Direct Growth has the majority of its money invested in Financial Services, Industrials, Consumer Cyclical, Communication Services sectors.
Top 5 Holdings of SBI Nifty Midcap 150 Index Fund Direct Growth.
- BSE Ltd: 4.21%
- Multi Commodity Exchange of India Ltd: 1.87%
- The Federal Bank Ltd: 1.77%
- Suzlon Energy Ltd: 1.72%
- GE Vernova T&D India Ltd: 1.59%
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 |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
