SBI Nifty Midcap 150 Index Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Nifty Midcap 150 Index Growth Direct Plan

NAV
₹17.3131
-1.99%
(21 Jan)
AUM
740 Cr
TER
0.41%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.4%
+13.2%
+13.0%
+12.9%
+12.9%
3Y
+20.5%
+20.5%
NA
+20.2%
+20.1%
5Y
NA
+25.4%
NA
NA
NA
ALL
+23.7%
+26.9%
+26.5%
+23.7%
+20.5%
VOL
16.5%
18.9%
14.9%
16.6%
16.5%
TER
0.4%
0.3%
0.4%
0.3%
0.3%
AUM
₹314 Cr
₹2,060 Cr
₹740 Cr
₹1,696 Cr
₹620 Cr
INFO
1.43
1.42
1.77
1.43
1.24
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Nifty Midcap 150 Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Max Healthcare Institute Ltd Ordinary Shares
2.4%
Indian Hotels Co Ltd
2.3%
Suzlon Energy Ltd
2.2%
BSE Ltd
2.1%
PB Fintech Ltd
2.0%
Dixon Technologies (India) Ltd
2.0%
Persistent Systems Ltd
2.0%
Coforge Ltd
1.9%
Lupin Ltd
1.7%
The Federal Bank Ltd
1.4%
Top industry exposure
Financial Services
19.3%
Industrials
18.9%
Consumer Cyclical
12.5%
Healthcare
11.4%
Basic Materials
11.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
27%
Lock-in period
-
Exit load
• 0.25% for redemption within 30 days
Fund objective
The investment objective of the scheme is to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Fund manager(s)
Harsh Sethi

FAQs