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
₹18.1165
+0.59%
(23 May)
AUM
768 Cr
TER
0.46%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+8.8%
+8.8%
+8.4%
+8.4%
+6.8%
3Y
+26.9%
+26.9%
+28.1%
+28.1%
NA
5Y
NA
NA
NA
NA
NA
ALL
+18.9%
+18.9%
+23.1%
+23.1%
+24.9%
VOL
21.0%
21.0%
17.7%
17.7%
16.3%
TER
0.5%
0.5%
0.3%
0.3%
0.5%
AUM
₹212 Cr
₹212 Cr
₹424 Cr
₹424 Cr
₹768 Cr
INFO
0.90
0.90
1.30
1.30
1.53
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 30th Apr
Top holdings
BSE Ltd
2.6%
Max Healthcare Institute Ltd Ordinary Shares
2.5%
Suzlon Energy Ltd
2.0%
Dixon Technologies (India) Ltd
1.9%
Persistent Systems Ltd
1.7%
Indus Towers Ltd Ordinary Shares
1.6%
PB Fintech Ltd
1.6%
Lupin Ltd
1.5%
Coforge Ltd
1.5%
The Federal Bank Ltd
1.5%
Top industry exposure
Financial Services
21.6%
Industrials
18.7%
Healthcare
11.7%
Basic Materials
11.0%
Consumer Cyclical
10.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
26%
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