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

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹1,212 Cr

Lock In Period

N/A

Expense Ratio

0.88

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

SBI Nifty Midcap 150 Index Fund Growth 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(%)
1M1.60-0.0812.19
6M5.721.5438.10
1Y12.264.96107.56
3Y17.9912.13228.66

Portfolio Analysis

  • Equity: 100.02%
  • Debt: -0.02%
  • Others
As on: 2026-06-30
View allocation % by

1. Laurus Labs Ltd.1.44%
2. Lupin Ltd.1.44%
3. Aurobindo Pharma Ltd.1.07%
4. Glenmark Pharmaceuticals Ltd.0.81%
5. Alkem Laboratories Ltd.0.80%
6. Biocon Ltd.0.73%
7. Mankind Pharma Ltd.0.71%
8. IPCA Laboratories Ltd.0.58%
9. Ajanta Pharma Ltd.0.35%
10. Abbott India Ltd.0.32%
11. Glaxosmithkline Pharmaceuticals Ltd.0.25%
12. Anthem Biosciences Ltd.0.17%

1. The Federal Bank Ltd.1.99%
2. IndusInd Bank Ltd.1.49%
3. AU Small Finance Bank Ltd.1.44%
4. IDFC First Bank Ltd.1.29%
5. Yes Bank Ltd.1.04%

1. BSE Ltd.3.87%
2. Multi Commodity Exchange of India Ltd.1.77%

1. Persistent Systems Ltd.1.15%
2. Coforge Ltd.0.98%
3. Mphasis Ltd.0.70%
4. Oracle Financial Services Software Ltd.0.63%
5. Billionbrains Garage Ventures Ltd.0.38%
6. Tata Elxsi Ltd.0.32%
7. KPIT Technologies Ltd.0.27%
8. Hexaware Technologies Ltd.0.19%

1. Max Financial Services Ltd.1.03%
2. Aditya Birla Capital Ltd.0.79%
3. 360 ONE WAM Ltd.0.68%
4. ICICI Prudential Asset Management Company Ltd.0.40%
5. HDB Financial Services Ltd.0.39%
6. Motilal Oswal Financial Services Ltd.0.36%
7. Tata Investment Corporation Ltd.0.21%

1. Suzlon Energy Ltd.1.75%
2. Bharat Heavy Electricals Ltd.1.48%

1. Dixon Technologies (India) Ltd.1.21%
2. Havells India Ltd.0.71%
3. Voltas Ltd.0.71%
4. LG Electronics India Ltd.0.39%

1. JSW Energy Ltd.0.87%
2. NHPC Ltd.0.75%
3. Torrent Power Ltd.0.66%
4. NLC India Ltd.0.29%
5. NTPC Green Energy Ltd.0.22%
6. SJVN Ltd.0.13%

1. Sundaram Finance Ltd.0.76%
2. L&T Finance Ltd.0.65%
3. Mahindra & Mahindra Financial Services Ltd.0.51%
4. SBI Cards & Payment Services Ltd.0.43%
5. Authum Investment & Infrastructure Ltd.0.34%

1. The Phoenix Mills Ltd.0.89%
2. Prestige Estates Projects Ltd.0.65%
3. Godrej Properties Ltd.0.62%
4. Oberoi Realty Ltd.0.51%

1. PB Fintech Ltd.1.38%
2. One 97 Communications Ltd.1.18%

1. Polycab India Ltd.1.30%
2. KEI Industries Ltd.0.82%

1. FSN E-Commerce Ventures Ltd.1.04%
2. Swiggy Ltd.0.83%

1. Vodafone Idea Ltd.0.97%
2. Tata Communications Ltd.0.57%
3. Bharti Hexacom Ltd.0.27%

1. Marico Ltd.1.08%
2. Patanjali Foods Ltd.0.35%
3. AWL Agri Business Ltd.0.25%

1. Indian Bank0.71%
2. Bank of Maharashtra0.46%
3. Bank of India0.42%

1. Hero MotoCorp Ltd.1.52%

1. GE Vernova T&D India Ltd.1.50%

1. Fortis Healthcare Ltd.1.22%
2. Global Health Ltd.0.28%

1. MRF Ltd.0.64%
2. Balkrishna Industries Ltd.0.43%
3. Apollo Tyres Ltd.0.34%

1. Bharat Forge Ltd.1.40%

1. Colgate Palmolive (India) Ltd.0.64%
2. Dabur India Ltd.0.61%
3. Godrej Industries Ltd.0.12%

1. UPL Ltd.0.78%
2. PI Industries Ltd.0.51%

1. Indus Towers Ltd.1.24%

1. ICICI Lombard General Insurance Company Ltd.1.04%
2. The New India Assurance Co. Ltd.0.10%

1. Ashok Leyland Ltd.1.10%

1. Hitachi Energy India Ltd.1.09%

1. JK Cement Ltd.0.56%
2. Dalmia Bharat Ltd.0.33%
3. ACC Ltd.0.19%

1. Apar Industries Ltd.0.65%
2. Gujarat Fluorochemicals Ltd.0.41%

1. Petronet LNG Ltd.0.51%
2. Adani Gas Ltd.0.50%
No Data Found
No Data Found

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 ₹1,212 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 0.88. 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
Motilal Oswal Nifty Midcap 150 Index Fund Growth03,910 CR1.12
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth01,743 CR1.66
SBI Nifty Midcap 150 Index Fund Growth01,211 CR0.88
HDFC Silver ETF Growth07,472 CR0.5
ICICI Prudential Silver ETF Growth013,700 CR0.4
Fund Name1Y3Y
This FundMotilal Oswal Nifty Midcap 150 Index Fund Growth11.984264.0822
This FundEdelweiss Nifty Midcap150 Momentum 50 Index Fund Growth7.157164.1577
This FundSBI Nifty Midcap 150 Index Fund Growth12.256464.2484
This FundHDFC Silver ETF Growth105.9448228.2076
This FundICICI Prudential Silver ETF Growth107.1057228.6618

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 0.88. 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 : 1.60%
  • 6 Months : 5.72%
  • 1 Year : 12.26%
  • 3 Years : 17.99%
Returns of SBI Nifty Midcap 150 Index Fund Growth are updated daily based on NAV of ₹ 20.1114 as on Aug 12,2026. Since inception, the return has been 64.25%.

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 ₹1,212 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.