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
₹1,152 Cr
N/A
0.84
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 | -0.61 | -0.31 | 10.38 |
| 6M | 8.13 | 2.36 | 29.36 |
| 1Y | 3.34 | 4.00 | 89.76 |
| 3Y | 17.76 | 12.93 | 189.74 |
Portfolio Analysis
- Equity: 100.02%
- Debt: -0.02%
- 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 ₹1,152 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 0.84. 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 |
|---|---|---|---|
| UTI BSE Sensex Next 50 ETF Growth | 0 | 32 CR | 0.31 |
| Motilal Oswal Nifty Midcap 150 Index Fund Growth | 0 | 3,730 CR | 1.06 |
| SBI Nifty Midcap 150 Index Fund Growth | 0 | 1,152 CR | 0.84 |
| Kotak Silver ETF Growth | 0 | 3,461 CR | 0.35 |
| ICICI Prudential Silver ETF Growth | 0 | 13,863 CR | 0.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI BSE Sensex Next 50 ETF Growth | 2.3144 | 62.9776 |
| This FundMotilal Oswal Nifty Midcap 150 Index Fund Growth | 3.0974 | 63.1951 |
| This FundSBI Nifty Midcap 150 Index Fund Growth | 3.3412 | 63.3165 |
| This FundKotak Silver ETF Growth | 89.363 | 189.1115 |
| This FundICICI Prudential Silver ETF Growth | 89.6313 | 189.7363 |
SBI Nifty Midcap 150 Index Fund Growth FAQs
- 1 Month : -0.61%
- 6 Months : 8.13%
- 1 Year : 3.34%
- 3 Years : 17.76%
