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
SBI Nifty Midcap 150 Index Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹1,240 Cr
N/A
0.89
For exit on or before 30 days from the date of allotment: 0.25%.For exit after 30 daysfrom the date of allotment: Nil.
Nifty Midcap 150 Total Return
SBI Nifty Midcap 150 Index Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.78 | -2.20 | 12.64 |
| 6M | -5.20 | -0.45 | 21.70 |
| 1Y | -4.16 | 1.28 | 40.37 |
| 3Y | 11.68 | 9.78 | 179.43 |
Portfolio Analysis
- Equity: 99.12%
- Debt: -0.06%
- Others
About Fund SBI Nifty Midcap 150 Index Fund Growth
SBI Nifty Midcap 150 Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹1,240 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 0.89. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HDFC Nifty 100 Equal Weight Index Fund Growth | 0 | 516 CR | 0.99 |
| Motilal Oswal Nifty Midcap 150 Index Fund Growth | 0 | 3,994 CR | 1.09 |
| SBI Nifty Midcap 150 Index Fund Growth | 0 | 1,239 CR | 0.89 |
| Aditya Birla Sun Life Silver ETF Growth | 0 | 2,826 CR | 0.35 |
| Mirae Asset NYSE FANG + ETF Growth | 0 | 4,447 CR | 0.66 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Nifty 100 Equal Weight Index Fund Growth | -5.2221 | 38.9141 |
| This FundMotilal Oswal Nifty Midcap 150 Index Fund Growth | -4.3918 | 39.1296 |
| This FundSBI Nifty Midcap 150 Index Fund Growth | -4.1637 | 39.3014 |
| This FundAditya Birla Sun Life Silver ETF Growth | 25.7464 | 170.9458 |
| This FundMirae Asset NYSE FANG + ETF Growth | 19.478 | 179.4321 |
SBI Nifty Midcap 150 Index Fund Growth FAQs
- 1 Month : -7.78%
- 6 Months : -5.20%
- 1 Year : -4.16%
- 3 Years : 11.68%
