SBI Nifty Midcap 150 Index Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
6M
1Y
All
NAV: 14 Jan 2025₹17.26
Min. SIP amount₹500
RatingNA
Fund size₹671.73Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Absolute returns
3M6M1YAll
Fund returns-7.5%-4.8%16.3%75.8%
Category averageNANA15.9%NA
Rank with in category272731NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
36.4%30.1%18,604.02
5
18.9%24.0%77,682.90
4
18.0%22.0%35,208.97
4
30.5%21.6%5,903.85
4
24.1%19.8%52,626.72

Holdings (150)

NameSectorInstrumentAssets
HealthcareEquity2.45%
ServicesEquity2.25%
Capital GoodsEquity2.16%
ServicesEquity2.11%
ServicesEquity2.04%
Capital GoodsEquity2.00%
TechnologyEquity1.99%
TechnologyEquity1.88%
HealthcareEquity1.66%
FinancialEquity1.43%
Capital GoodsEquity1.36%
Capital GoodsEquity1.30%
CommunicationEquity1.24%
FinancialEquity1.24%
ConstructionEquity1.23%
Consumer DiscretionaryEquity1.19%
EnergyEquity1.15%
FinancialEquity1.14%
AutomobileEquity1.11%
HealthcareEquity1.09%
HealthcareEquity1.09%
FinancialEquity1.08%
Capital GoodsEquity1.07%
Consumer StaplesEquity1.04%
ServicesEquity1.01%
AutomobileEquity0.99%
Consumer StaplesEquity0.98%
DiversifiedEquity0.95%
TechnologyEquity0.94%
AutomobileEquity0.92%
FinancialEquity0.92%
ConstructionEquity0.89%
ChemicalsEquity0.89%
TechnologyEquity0.88%
ChemicalsEquity0.87%
HealthcareEquity0.87%
HealthcareEquity0.87%
TextilesEquity0.86%
Consumer DiscretionaryEquity0.86%
FinancialEquity0.84%
ConstructionEquity0.83%
Metals & MiningEquity0.83%
FinancialEquity0.83%
EnergyEquity0.83%
ConstructionEquity0.82%
Capital GoodsEquity0.80%
ServicesEquity0.80%
ConstructionEquity0.79%
AutomobileEquity0.78%
AutomobileEquity0.77%
EnergyEquity0.76%
ChemicalsEquity0.74%
ChemicalsEquity0.70%
TechnologyEquity0.70%
ConstructionEquity0.70%
TechnologyEquity0.69%
EnergyEquity0.69%
AutomobileEquity0.68%
Metals & MiningEquity0.67%
HealthcareEquity0.67%
FinancialEquity0.67%
Metals & MiningEquity0.66%
ChemicalsEquity0.65%
ServicesEquity0.65%
ServicesEquity0.63%
CommunicationEquity0.60%
ChemicalsEquity0.60%
CommunicationEquity0.58%
FinancialEquity0.58%
Consumer StaplesEquity0.57%
ConstructionEquity0.56%
Capital GoodsEquity0.55%
FinancialEquity0.55%
AutomobileEquity0.55%
FinancialEquity0.52%
AutomobileEquity0.51%
ServicesEquity0.51%
ChemicalsEquity0.50%
ChemicalsEquity0.50%
Metals & MiningEquity0.48%
ChemicalsEquity0.48%
HealthcareEquity0.48%
ServicesEquity0.47%
Capital GoodsEquity0.46%
FinancialEquity0.46%
HealthcareEquity0.45%
Consumer StaplesEquity0.45%
HealthcareEquity0.45%
Metals & MiningEquity0.44%
Capital GoodsEquity0.44%
EnergyEquity0.43%
Metals & MiningEquity0.42%
FinancialEquity0.42%
HealthcareEquity0.41%
ConstructionEquity0.41%
Consumer StaplesEquity0.41%
ConstructionEquity0.41%
Capital GoodsEquity0.40%
ServicesEquity0.40%
InsuranceEquity0.40%
Capital GoodsEquity0.40%
Metals & MiningEquity0.39%
Metals & MiningEquity0.39%
FinancialEquity0.39%
TechnologyEquity0.38%
Capital GoodsEquity0.38%
ChemicalsEquity0.37%
ChemicalsEquity0.37%
FinancialEquity0.37%
FinancialEquity0.37%
FinancialEquity0.36%
HealthcareEquity0.36%
Consumer StaplesEquity0.35%
Capital GoodsEquity0.34%
FinancialEquity0.34%
Capital GoodsEquity0.33%
ConstructionEquity0.33%
ServicesEquity0.33%
AutomobileEquity0.32%
FinancialEquity0.32%
CommunicationEquity0.32%
InsuranceEquity0.30%
Capital GoodsEquity0.30%
Capital GoodsEquity0.30%
TextilesEquity0.29%
AutomobileEquity0.29%
Capital GoodsEquity0.27%
FinancialEquity0.27%
HealthcareEquity0.27%
FinancialEquity0.26%
Metals & MiningEquity0.26%
HealthcareEquity0.26%
ServicesEquity0.25%
EnergyEquity0.25%
DiversifiedEquity0.25%
EnergyEquity0.24%
FinancialEquity0.24%
Consumer StaplesEquity0.22%
AutomobileEquity0.22%
EnergyEquity0.22%
AutomobileEquity0.22%
ChemicalsEquity0.21%
ChemicalsEquity0.18%
ServicesEquity0.17%
InsuranceEquity0.14%
Consumer StaplesEquity0.14%
FinancialEquity0.13%
Consumer StaplesEquity0.13%
FinancialEquity0.10%
EnergyEquity0.08%
See All

Expense ratio, exit load and tax

Expense ratio: 0.47%

Inclusive of GST

Exit load

Exit load of 0.25%, if redeemed within 30 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Harsh Sethi
Sep 2022 - Present
View details

Education
Mr. Sethi is a B. Com (Hons.), CA, CS
Experience
Prior to joining SBI Mutual Fund, he has worked with J. P. Mangal & Co. as Senior Assistant. Harsh Sethi is the Equity Dealer since February 2017.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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