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

SBI Nifty Midcap 150 Index IDCW Reinvest Direct Plan

NAV
₹17.6085
-2.68%
(13 Mar)
AUM
964 Cr
TER
0.4%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+13.3%
+9.9%
+9.9%
+9.9%
+9.7%
3Y
+21.4%
+23.5%
+23.5%
+23.5%
+23.5%
5Y
NA
NA
NA
NA
NA
ALL
+17.7%
+14.3%
+14.3%
+14.3%
+14.1%
VOL
15.6%
20.2%
20.2%
20.2%
19.4%
TER
0.4%
0.5%
0.5%
0.5%
0.3%
AUM
₹964 Cr
₹255 Cr
₹255 Cr
₹255 Cr
₹538 Cr
INFO
1.14
0.71
0.71
0.71
0.73
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 IDCW Reinvest (DR)
₹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 Jan
Top holdings
BSE Ltd
3.1%
Hero MotoCorp Ltd
1.9%
The Federal Bank Ltd
1.9%
Persistent Systems Ltd
1.8%
IndusInd Bank Ltd
1.6%
Suzlon Energy Ltd
1.6%
Indus Towers Ltd Ordinary Shares
1.5%
PB Fintech Ltd
1.5%
Ashok Leyland Ltd
1.5%
Cummins India Ltd
1.5%
Top industry exposure
Financial Services
26.4%
Industrials
17.4%
Consumer Cyclical
13.0%
Technology
9.7%
Basic Materials
9.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
28%
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)
Viral Chhadva

FAQs