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SBI Nifty Midcap 150 Index Fund Direct Growth
Equity
Mid Cap
Very High Risk
+24.35%
3Y annualised
-1.09% 1D
NAV: 28 Feb '26
₹19.01
Min. for SIP
₹500
Fund size
₹935.12 Cr
Expense ratio
0.40%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,175 | -5.50% | |
| 6 months | ₹30,000 | ₹26,959 | -10.14% | |
| 1 year | ₹60,000 | ₹53,920 | -10.13% |
Holdings (150)
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Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +5.4% | +23.3% | +24.4% | +20.8% |
| Category average (Equity Mid Cap) | -0.0% | +2.0% | +21.6% | -- |
| Rank (Equity Mid Cap) | -- | 24 | 18 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.25%, if redeemed within 30 days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +25.17% | +28.32% | 4,467.89 | |
Edelweiss Mid Cap Direct Plan Growth | +25.74% | +28.24% | 13,801.71 | |
Nippon India Growth Mid Cap Fund Direct Growth | +27.20% | +28.14% | 41,727.36 | |
HDFC Mid Cap Fund Direct Growth | +25.38% | +27.43% | 92,186.87 | |
Sundaram Mid Cap Fund Direct Growth | +25.91% | +26.56% | 12,917.24 | |
| Compare | ||||
Fund management
HSHarsh SethiSep 2022 - PresentView details
HS
Harsh Sethi
Sep 2022 - Present
View details
About SBI Nifty Midcap 150 Index Fund Direct Growth
SBI Nifty Midcap 150 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Harsh Sethi is the Current Fund Manager of SBI Nifty Midcap 150 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,60,926 Cr and the Latest NAV as of 28 Feb 2026 is ₹19.01.
The SBI Nifty Midcap 150 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.25%, if redeemed within 30 days
;
Investment Objective
The scheme is seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
Fund benchmarkNIFTY Midcap 150 Total Return Index
Fund house
Rank (total assets)#1 in India
Total AUM₹12,60,925.93 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,