• Home
  • Mutual Funds
  • SBI Nifty Midcap 150 Index Fund Growth

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹885 Cr

Lock In Period

N/A

Expense Ratio

0.8

Benchmark

Nifty Midcap 150 Total Return

Exit Load

For exit on or before 30 days from the date of allotment: 0.25%.For exit after 30 daysfrom the date of allotment: Nil.

Summary

Latest details for SBI Nifty Midcap 150 Index Fund Growth include a ₹18.9529 NAV as of Apr 22,2026 and returns since inception of 87.20%. Minimum investments start at SIP ₹500. The SBI Nifty Midcap 150 Index Fund Growth AUM is ₹885 Cr, with a lock-in of N/A years, expense ratio of 0.8%, and benchmark Nifty Midcap 150 Total Return. Exit load is - For exit on or before 30 days from the date of allotment: 0.25%.For exit after 30 daysfrom the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 9.38% returns, against a category average of 0.37% and a category best of 19.17%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.380.3719.17
6M0.870.8761.10
1Y11.284.55159.29
3Y23.2413.17224.97

Portfolio Analysis

  • Equity: 99.93%
  • Debt: 0.07%
  • Others
As on: 2026-03-31
View allocation % by

1. Lupin Ltd.1.62%
2. Laurus Labs Ltd.1.11%
3. Aurobindo Pharma Ltd.1.05%
4. Glenmark Pharmaceuticals Ltd.0.93%
5. Alkem Laboratories Ltd.0.89%
6. Biocon Ltd.0.74%
7. Mankind Pharma Ltd.0.66%
8. IPCA Laboratories Ltd.0.64%
9. Abbott India Ltd.0.39%
10. Ajanta Pharma Ltd.0.34%
11. Glaxosmithkline Pharmaceuticals Ltd.0.27%
12. Anthem Biosciences Ltd.0.12%

1. The Federal Bank Ltd.1.84%
2. IndusInd Bank Ltd.1.43%
3. AU Small Finance Bank Ltd.1.38%
4. IDFC First Bank Ltd.1.13%
5. Yes Bank Ltd.0.87%

1. Persistent Systems Ltd.1.53%
2. Coforge Ltd.1.08%
3. Mphasis Ltd.0.78%
4. Oracle Financial Services Software Ltd.0.46%
5. Tata Elxsi Ltd.0.40%
6. KPIT Technologies Ltd.0.30%
7. Billionbrains Garage Ventures Ltd.0.26%
8. Hexaware Technologies Ltd.0.18%

1. BSE Ltd.3.17%
2. Multi Commodity Exchange of India Ltd.1.76%

1. Max Financial Services Ltd.1.14%
2. 360 ONE WAM Ltd.0.71%
3. Aditya Birla Capital Ltd.0.70%
4. HDB Financial Services Ltd.0.29%
5. Motilal Oswal Financial Services Ltd.0.28%
6. ICICI Prudential Asset Management Company Ltd.0.28%
7. Tata Investment Corporation Ltd.0.20%

1. Dixon Technologies (India) Ltd.1.15%
2. Havells India Ltd.0.87%
3. Voltas Ltd.0.84%
4. LG Electronics India Ltd.0.36%

1. Sundaram Finance Ltd.0.87%
2. L&T Finance Ltd.0.59%
3. Mahindra & Mahindra Financial Services Ltd.0.55%
4. SBI Cards & Payment Services Ltd.0.55%
5. Authum Investment & Infrastructure Ltd.0.33%

1. JSW Energy Ltd.0.73%
2. Torrent Power Ltd.0.72%
3. NHPC Ltd.0.67%
4. NTPC Green Energy Ltd.0.25%
5. NLC India Ltd.0.25%
6. SJVN Ltd.0.13%

1. PB Fintech Ltd.1.40%
2. One 97 Communications Ltd.1.16%

1. The Phoenix Mills Ltd.0.81%
2. Godrej Properties Ltd.0.63%
3. Prestige Estates Projects Ltd.0.55%
4. Oberoi Realty Ltd.0.48%

1. Suzlon Energy Ltd.1.39%
2. Bharat Heavy Electricals Ltd.1.03%

1. Swiggy Ltd.1.03%
2. FSN E-Commerce Ventures Ltd.0.93%

1. Hero MotoCorp Ltd.1.90%

1. Marico Ltd.1.12%
2. Patanjali Foods Ltd.0.46%
3. AWL Agri Business Ltd.0.29%

1. Polycab India Ltd.1.04%
2. KEI Industries Ltd.0.72%

1. Indian Bank0.86%
2. Bank of India0.48%
3. Bank of Maharashtra0.36%

1. MRF Ltd.0.75%
2. Balkrishna Industries Ltd.0.48%
3. Apollo Tyres Ltd.0.38%

1. Indus Towers Ltd.1.56%

1. UPL Ltd.0.92%
2. PI Industries Ltd.0.64%

1. Vodafone Idea Ltd.0.68%
2. Tata Communications Ltd.0.46%
3. Bharti Hexacom Ltd.0.33%

1. Dabur India Ltd.0.70%
2. Colgate Palmolive (India) Ltd.0.68%
3. Godrej Industries Ltd.0.09%

1. Fortis Healthcare Ltd.1.20%
2. Global Health Ltd.0.23%

1. GE Vernova T&D India Ltd.1.30%

1. Bharat Forge Ltd.1.29%

1. ICICI Lombard General Insurance Company Ltd.1.20%
2. The New India Assurance Co. Ltd.0.08%

1. Ashok Leyland Ltd.1.27%

1. JK Cement Ltd.0.61%
2. Dalmia Bharat Ltd.0.41%
3. ACC Ltd.0.22%

1. Waaree Energies Ltd.0.86%
2. Premier Energies Ltd0.30%

1. Info Edge (India) Ltd.1.07%

1. ICICI Prudential Life Insurance Company Ltd.0.58%
2. Life Insurance Corporation of India0.46%

1. APL Apollo Tubes Ltd.1.02%

1. SRF Ltd.1.02%

About Fund

SBI Nifty Midcap 150 Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹885 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 0.8. Under the expert guidance of Viral Chhadva ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Viral Chhadva

Mr. Viral Chhadva holds CFA Charter Holder from CFA Institute, USA, Master’s in Financial Management (MFM) from Jamnalal Bajaj Institute of Management Studies (JBIMS). Prior to joining SBIFML, he was previously associated with IIFL Securities Limited (June 2008 till December 2020) and ICICI Securities Limited (June 2006 till June 2008) wherein he primarily handled execution of trades into Direct Market Access, Exchange Traded Funds and Derivatives.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundUTI BSE Sensex Next 50 ETF Growth028.67 CR0.22
This FundNavi Nifty India Manufacturing Index Fund Growth067.24 CR1.01
This FundSBI Nifty Midcap 150 Index Fund Growth0885.3 CR0.8
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundUTI BSE Sensex Next 50 ETF Growth6.992186.326
This FundNavi Nifty India Manufacturing Index Fund Growth16.965887.0432
This FundSBI Nifty Midcap 150 Index Fund Growth11.278687.1959
This FundKotak Silver ETF Growth155.5388224.0972
This FundICICI Prudential Silver ETF Growth156.1729224.9749

FAQs

SBI Nifty Midcap 150 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Nifty Midcap 150 Index Fund Growth is 0.8. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Nifty Midcap 150 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 9.38%
  • 6 Months : 0.87%
  • 1 Year : 11.28%
  • 3 Years : 23.24%
Returns of SBI Nifty Midcap 150 Index Fund Growth are updated daily based on NAV of ₹ 18.9529 as on Apr 22,2026. Since inception, the return has been 87.20%.

You can invest in SBI Nifty Midcap 150 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Nifty Midcap 150 Index Fund Growth is ₹885 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Nifty Midcap 150 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500