- Mutual Funds
- SBI Mutual Fund
- SBI Nifty Midcap 150 Index Fund (Growth)
SBI Nifty Midcap 150 Index Fund (Growth)
₹ 15.6421
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.6421
NAV (Apr 18)
Fund Returns
Last 1Y | 53.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 32.9% |
6 Month CAGR | 20% |
Scheme Information
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 | 345.692 |
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Nifty Midcap 150 Index Fund (Growth) | 33,45,628 | 26,13,016 | 53.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
max healthcare institute ltd ordinary shares
2.3%indian hotels co ltd
1.9%suzlon energy ltd
1.6%persistent systems ltd
1.5%lupin ltd
1.5%Allocation by Sector
industrials
20.2%financial services
19.3%basic materials
12.7%consumer cyclical
12.6%healthcare
11.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 6.5% | ||
22% | 17.8% | ||
15.6% | 12.1% | ||
25.5% | 16.3% | ||
27.4% | 13.3% |
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 32.9% 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 4/18/2024 is ₹15.64 with the total AUM as of 4/19/2024 is ₹345.692. 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 53.8% 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)?
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.