Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

7 Cr

Lock In Period

N/A

Expense Ratio

0.3

Benchmark

Nifty Midcap150 Momentum 50 Total Return

Exit Load

Nil

Summary

Latest details for SBI Nifty Midcap 150 Momentum 50 ETF Growth include a 62.0252 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The SBI Nifty Midcap 150 Momentum 50 ETF Growth AUM is ₹7 Cr, with a lock-in of N/A years, expense ratio of 0.3%, and benchmark Nifty Midcap150 Momentum 50 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 9.23% returns, against a category average of 0.37% and a category best of 19.17%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.230.3719.17
6M0.000.8761.10
1Y0.004.55159.29
3Y0.0013.17224.97

Portfolio Analysis

  • Equity: 100.02%
  • Debt: -0.02%
  • Others
As on: 2026-03-31
View allocation % by

1. The Federal Bank Ltd.4.58%
2. AU Small Finance Bank Ltd.4.36%
3. IDFC First Bank Ltd.2.15%

1. Muthoot Finance Ltd.4.52%
2. L&T Finance Ltd.3.16%
3. Mahindra & Mahindra Financial Services Ltd.1.63%
4. Sundaram Finance Ltd.0.83%
5. SBI Cards & Payment Services Ltd.0.70%

1. BSE Ltd.5.69%

1. Max Financial Services Ltd.3.00%
2. Aditya Birla Capital Ltd.2.68%

1. Glenmark Pharmaceuticals Ltd.2.17%
2. Lupin Ltd.1.74%
3. Biocon Ltd.0.94%
4. Abbott India Ltd.0.39%

1. Hero MotoCorp Ltd.5.05%

1. Cummins India Ltd.4.60%

1. Indian Bank2.78%
2. Bank of India1.00%

1. Persistent Systems Ltd.1.96%
2. Coforge Ltd.1.37%

1. Ashok Leyland Ltd.3.27%

1. GE Vernova T&D India Ltd.3.13%

1. HDFC Asset Management Co. Ltd.2.37%
2. Nippon Life India Asset Management Ltd.0.69%

1. One 97 Communications Ltd.2.99%

1. Fortis Healthcare Ltd.2.96%

1. FSN E-Commerce Ventures Ltd.2.81%

1. GMR Airports Ltd.2.24%

1. UPL Ltd.2.24%

1. National Aluminium Company Ltd.1.98%

1. Indus Towers Ltd.1.97%

1. Hitachi Energy India Ltd.1.85%

1. Vodafone Idea Ltd.1.22%
2. Bharti Hexacom Ltd.0.40%

1. SRF Ltd.1.58%

1. Polycab India Ltd.1.55%

1. JK Cement Ltd.1.06%
2. Dalmia Bharat Ltd.0.44%

1. Hindustan Petroleum Corporation Ltd.1.44%

1. MRF Ltd.1.35%

1. Marico Ltd.1.32%

1. UNO Minda Ltd.1.09%

1. Jindal Stainless Ltd.1.03%

About Fund

SBI Nifty Midcap 150 Momentum 50 ETF Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹7 Crore. The fund benchmarks its performance against the Nifty Midcap150 Momentum 50 Total Return while maintaining an expense ratio of 0.3. 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 FundKotak Nifty 200 Momentum 30 ETF Growth00
This FundUnion Gold ETF Growth55.07860
This FundSBI Nifty Midcap 150 Momentum 50 ETF Growth00
This FundKotak Silver ETF Growth155.5388224.0972
This FundICICI Prudential Silver ETF Growth156.1729224.9749

FAQs

SBI Nifty Midcap 150 Momentum 50 ETF 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 Momentum 50 ETF Growth is 0.3. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Nifty Midcap 150 Momentum 50 ETF Growth’s fund performance is as follows:
  • 1 Month : 9.23%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of SBI Nifty Midcap 150 Momentum 50 ETF Growth are updated daily based on NAV of ₹ 62.0252 as on Apr 22,2026. Since inception, the return has been 0.00%.

You can invest in SBI Nifty Midcap 150 Momentum 50 ETF 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 Momentum 50 ETF Growth is ₹7 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Nifty Midcap 150 Momentum 50 ETF 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