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  • SBI Nifty Midcap 150 Index Fund (G)
SBI Mutual Fund

SBI Nifty Midcap 150 Index Fund (G)

EquityMid Cap

18.6341

NAV (Oct 04)

36.391%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.6341

NAV (Oct 4)

Fund Returns

Last 1Y
44.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
36.4%
6 Month CAGR
17.9%

Scheme Information

Investment Objective

The scheme is seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Expense Ratio
1.01
Launched (0y ago)
1.01
AUM in Crores
626.7
ISIN
INF200KA17O3
Lock-in
-
Benchmark
NIFTY Midcap 150 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Harsh Sethi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Nifty Midcap 150 Index Fund (G)70%24,66,544 17,33,93244.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

Suzlon Energy Ltd.

2.2%
2.17%

Max Healthcare Institute Ltd.

2%
2.01%

The Indian Hotels Company Ltd.

1.7%
1.65%

Cummins India Ltd.

1.6%
1.55%

Persistent Systems Ltd.

1.5%
1.5%
See all holdings

Allocation by Sector

Capital Goods

13.98%
13.98%

Financial

13.72%
13.72%

Healthcare

10.92%
10.92%

Services

8.99%
8.99%

Automobile

8.52%
8.52%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

SBI Mutual Fund

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.amc-img
phone-img022-61793000 / 1800-425-5425
Fund NameScripbox Opinion
Till Date CAGR

16.566%

6.437%

10.006%

14.538%

26.381%

16.472%

26.144%

17.455%

19.439%

15.368%

SBI Nifty Midcap 150 Index Fund (G) Review

SBI Nifty Midcap 150 Index Fund (G) is a Equity Equity fund and has delivered an annualised return of 36.391% over a period of 2 years. The fund is managed by SBI Mutual Fund. The fund manager’s name is Harsh Sethi.

Nav of SBI Nifty Midcap 150 Index Fund (G) as of 10/4/2024 is ₹18.63 with the total AUM as of 10/7/2024 is ₹626.6678. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Nifty Midcap 150 Index Fund (G) was launched on 2022-10-03. The category risk of the fund is null.

The minimum SIP amount for SBI Nifty Midcap 150 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

SBI Nifty Midcap 150 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Midcap 150 Total Return Index.

SBI Nifty Midcap 150 Index Fund (G) is rated as a null fund in Equity and delivered 44.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Nifty Midcap 150 Index Fund (G).

Frequently Asked Questions

What is SBI Nifty Midcap 150 Index Fund (G)?

SBI Nifty Midcap 150 Index Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Nifty Midcap 150 Index Fund (G)?

You can invest in SBI Nifty Midcap 150 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI Nifty Midcap 150 Index Fund (G)?

The minimum sip amount for SBI Nifty Midcap 150 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is SBI Nifty Midcap 150 Index Fund (G) good to invest in?

As per Scripbox experts, SBI Nifty Midcap 150 Index Fund (G) is a fund. You can investSBI Nifty Midcap 150 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the SBI Nifty Midcap 150 Index Fund (G)?

The expense ratio of the SBI Nifty Midcap 150 Index Fund (G) is 1.01% for regular plan.