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

SBI Nifty Midcap 150 Index Fund (Growth)

EquityIndex Funds

17.7782

NAV (Jun 14)

39.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

17.7782

NAV (Jun 14)

Fund Returns

Last 1Y
57.7%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
40.3%
6 Month CAGR
22.7%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide returns that closely correspond to the total returns of the securities as represented by the underlying index,subject to tracking error. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Expense Ratio
1.01
Launched (2y ago)
Sep 21, 2022
AUM in Crores
445.993
ISIN
INF200KA17O3
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
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 (Growth)70%37,99,764 30,67,15257.7%
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 2024-06-14

Top Stock Holdings

max healthcare institute ltd ordinary shares

1.9%
1.9%

suzlon energy ltd

1.7%
1.7%

cummins india ltd

1.6%
1.6%

indian hotels co ltd

1.6%
1.6%

yes bank ltd

1.4%
1.4%
See all holdings

Allocation by Sector

industrials

22.1%
22.1%

financial services

18.5%
18.5%

basic materials

12.6%
12.6%

consumer cyclical

12.4%
12.4%

healthcare

10.4%
10.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 22,620 cr

₹ 15,161 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 691,539 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.3%

6.5%

20.7%

18.3%

25.2%

17%

16.3%

12.5%

27.6%

13.9%

SBI Nifty Midcap 150 Index Fund (G) Review

SBI Nifty Midcap 150 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 39.4% over a period of 1 years. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Harsh Sethi.

Nav of SBI Nifty Midcap 150 Index Fund (G) as of 6/14/2024 is ₹17.78 with the total AUM as of 6/16/2024 is ₹445.993. 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 Sep 21, 2022. The category risk of the fund is Very High Risk.

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 TR INR.

SBI Nifty Midcap 150 Index Fund (G) is rated as a 0 fund in Equity and delivered 57.7% 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 Index Funds 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 Not Reviewed Yet 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.