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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

974 Cr

Lock In Period

N/A

Expense Ratio

0.81

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 19.1064 NAV as of Feb 10,2026 and returns since inception of 88.29%. Minimum investments start at SIP ₹500. The SBI Nifty Midcap 150 Index Fund Growth AUM is ₹974 Cr, with a lock-in of N/A years, expense ratio of 0.81%, 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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2025-12-31
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About Fund

SBI Nifty Midcap 150 Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹974 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 0.81. Under the expert guidance of Harsh Sethi ,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.

Peer Comparison

Fund Name1Y3Y
This FundICICI Prudential Nifty Midcap 150 Index Fund Growth11.930386.9846
This FundNippon India ETF BSE Sensex Next 50 Growth11.907587.6696
This FundSBI Nifty Midcap 150 Index Fund Growth12.096387.9806
This FundHDFC Silver ETF Growth156.4686261.9835
This FundICICI Prudential Silver ETF Growth160.6341262.3208

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 0.81. 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 : %
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  • 3 Years : %
Returns of SBI Nifty Midcap 150 Index Fund Growth are updated daily based on NAV of ₹ 19.1064 as on Feb 10,2026. Since inception, the return has been 88.29%.

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 ₹974 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