SBI Nifty Midcap 150 Index Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

SBI Nifty Midcap 150 Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

1,042 Cr

Lock In Period

N/A

Expense Ratio

0.87

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.

Benchmark

Nifty Midcap 150 Total Return

Summary

SBI Nifty Midcap 150 Index Fund Growth NAV is ₹19.2189 as of 24 May, 2026. SBI Nifty Midcap 150 Index Fund Growth has delivered 82.48% returns since its launch. The minimum SIP investment amount in SBI Nifty Midcap 150 Index Fund Growth is ₹500. The AUM of SBI Nifty Midcap 150 Index Fund Growth is ₹1,042 Cr. The expense ratio of the fund is 0.87%, and its benchmark is Nifty Midcap 150 Total Return. The current exit load of the fund 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 last 1M months, SBI Nifty Midcap 150 Index Fund Growth has delivered 1.50% returns.

SBI Nifty Midcap 150 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.50-0.9714.29
6M1.311.1374.90
1Y7.764.40166.97
3Y22.2012.90257.30

Portfolio Analysis

  • Equity: 100.15%
  • Debt: -0.15%
  • Others
As on: 2026-04-30
View allocation % by

1. Lupin Ltd.1.43%
2. Laurus Labs Ltd.1.09%
3. Aurobindo Pharma Ltd.0.99%
4. Glenmark Pharmaceuticals Ltd.0.93%
5. Alkem Laboratories Ltd.0.81%
6. Biocon Ltd.0.66%
7. Mankind Pharma Ltd.0.65%
8. IPCA Laboratories Ltd.0.54%
9. Abbott India Ltd.0.34%
10. Ajanta Pharma Ltd.0.30%
11. Glaxosmithkline Pharmaceuticals Ltd.0.25%
12. Anthem Biosciences Ltd.0.12%

1. The Federal Bank Ltd.1.80%
2. IndusInd Bank Ltd.1.54%
3. AU Small Finance Bank Ltd.1.47%
4. IDFC First Bank Ltd.1.18%
5. Yes Bank Ltd.0.89%

1. BSE Ltd.3.80%
2. Multi Commodity Exchange of India Ltd.1.94%

1. Persistent Systems Ltd.1.33%
2. Coforge Ltd.1.03%
3. Mphasis Ltd.0.77%
4. Oracle Financial Services Software Ltd.0.59%
5. Tata Elxsi Ltd.0.36%
6. Billionbrains Garage Ventures Ltd.0.34%
7. KPIT Technologies Ltd.0.32%
8. Hexaware Technologies Ltd.0.17%

1. Max Financial Services Ltd.1.07%
2. Aditya Birla Capital Ltd.0.73%
3. 360 ONE WAM Ltd.0.69%
4. Motilal Oswal Financial Services Ltd.0.32%
5. HDB Financial Services Ltd.0.30%
6. ICICI Prudential Asset Management Company Ltd.0.29%
7. Tata Investment Corporation Ltd.0.24%

1. Dixon Technologies (India) Ltd.1.18%
2. Voltas Ltd.0.83%
3. Havells India Ltd.0.80%
4. LG Electronics India Ltd.0.35%

1. Suzlon Energy Ltd.1.72%
2. Bharat Heavy Electricals Ltd.1.31%

1. Torrent Power Ltd.0.84%
2. JSW Energy Ltd.0.77%
3. NHPC Ltd.0.67%
4. NLC India Ltd.0.26%
5. NTPC Green Energy Ltd.0.26%
6. SJVN Ltd.0.14%

1. Sundaram Finance Ltd.0.80%
2. L&T Finance Ltd.0.61%
3. Mahindra & Mahindra Financial Services Ltd.0.53%
4. SBI Cards & Payment Services Ltd.0.49%
5. Authum Investment & Infrastructure Ltd.0.32%

1. The Phoenix Mills Ltd.0.84%
2. Godrej Properties Ltd.0.70%
3. Prestige Estates Projects Ltd.0.61%
4. Oberoi Realty Ltd.0.50%

1. PB Fintech Ltd.1.45%
2. One 97 Communications Ltd.1.18%

1. Swiggy Ltd.0.95%
2. FSN E-Commerce Ventures Ltd.0.92%

1. Polycab India Ltd.1.09%
2. KEI Industries Ltd.0.77%

1. Marico Ltd.1.05%
2. Patanjali Foods Ltd.0.41%
3. AWL Agri Business Ltd.0.28%

1. Hero MotoCorp Ltd.1.69%

1. Indian Bank0.77%
2. Bank of India0.43%
3. Bank of Maharashtra0.41%

1. UPL Ltd.0.92%
2. PI Industries Ltd.0.63%

1. Colgate Palmolive (India) Ltd.0.71%
2. Dabur India Ltd.0.67%
3. Godrej Industries Ltd.0.11%

1. Vodafone Idea Ltd.0.72%
2. Tata Communications Ltd.0.47%
3. Bharti Hexacom Ltd.0.29%

1. Fortis Healthcare Ltd.1.23%
2. Global Health Ltd.0.24%

1. MRF Ltd.0.67%
2. Balkrishna Industries Ltd.0.44%
3. Apollo Tyres Ltd.0.34%

1. GE Vernova T&D India Ltd.1.41%

1. Indus Towers Ltd.1.36%

1. Bharat Forge Ltd.1.28%

1. ICICI Lombard General Insurance Company Ltd.1.09%
2. The New India Assurance Co. Ltd.0.10%

1. Ashok Leyland Ltd.1.18%

1. JK Cement Ltd.0.57%
2. Dalmia Bharat Ltd.0.39%
3. ACC Ltd.0.22%

1. Hitachi Energy India Ltd.1.09%

1. Waaree Energies Ltd.0.76%
2. Premier Energies Ltd0.30%

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 ₹1,042 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 0.87. 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 Name1Y3Y
This FundHDFC Nifty Midcap 150 Index Fund Growth7.5981.1943
This FundICICI Prudential Nifty Midcap 150 Index Fund Growth7.531181.3692
This FundSBI Nifty Midcap 150 Index Fund Growth7.761382.4804
This FundICICI Prudential Silver ETF Growth166.9719256.4087
This FundHDFC Silver ETF Growth165.3335257.2992

SBI Nifty Midcap 150 Index Fund Growth 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 0.87. 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 : 1.50%
  • 6 Months : 1.31%
  • 1 Year : 7.76%
  • 3 Years : 22.20%
Returns of SBI Nifty Midcap 150 Index Fund Growth are updated daily based on NAV of ₹ 19.2189 as on May 22,2026. Since inception, the return has been 82.48%.

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 ₹1,042 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.