SBI Nifty Midcap 150 Index Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
6M
1Y
All
NAV: 22 Nov 2024₹17.73
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-4.5%10.6%43.5%81.3%
Category averageNANA33.3%NA
Rank with in category332729NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
59.6%35.0%18,604.02
4
34.6%27.4%77,682.90
4
38.3%25.6%35,208.97
5
28.2%24.4%9,500.70
4
39.6%23.4%52,626.72

Holdings (150)

NameSectorInstrumentAssets
Capital GoodsEquity2.38%
HealthcareEquity2.27%
ServicesEquity1.82%
ServicesEquity1.78%
TechnologyEquity1.71%
ServicesEquity1.62%
Capital GoodsEquity1.59%
HealthcareEquity1.58%
TechnologyEquity1.52%
FinancialEquity1.50%
AutomobileEquity1.43%
Capital GoodsEquity1.42%
Capital GoodsEquity1.35%
FinancialEquity1.30%
FinancialEquity1.30%
CommunicationEquity1.27%
Consumer StaplesEquity1.22%
HealthcareEquity1.17%
FinancialEquity1.15%
Consumer DiscretionaryEquity1.13%
EnergyEquity1.10%
ChemicalsEquity1.09%
AutomobileEquity1.08%
FinancialEquity1.03%
Consumer StaplesEquity1.01%
ConstructionEquity1.00%
DiversifiedEquity0.98%
FinancialEquity0.98%
HealthcareEquity0.98%
TechnologyEquity0.97%
FinancialEquity0.95%
Capital GoodsEquity0.92%
AutomobileEquity0.92%
EnergyEquity0.91%
HealthcareEquity0.91%
AutomobileEquity0.89%
ConstructionEquity0.85%
ConstructionEquity0.85%
ChemicalsEquity0.84%
ChemicalsEquity0.83%
ConstructionEquity0.83%
Metals & MiningEquity0.82%
TextilesEquity0.80%
ConstructionEquity0.80%
Metals & MiningEquity0.77%
TechnologyEquity0.77%
EnergyEquity0.77%
ServicesEquity0.77%
HealthcareEquity0.76%
AutomobileEquity0.75%
EnergyEquity0.75%
ChemicalsEquity0.75%
ServicesEquity0.74%
TechnologyEquity0.73%
ServicesEquity0.70%
ConstructionEquity0.69%
Capital GoodsEquity0.68%
AutomobileEquity0.68%
TechnologyEquity0.68%
Metals & MiningEquity0.66%
ChemicalsEquity0.66%
ServicesEquity0.66%
HealthcareEquity0.65%
FinancialEquity0.63%
Capital GoodsEquity0.62%
CommunicationEquity0.62%
FinancialEquity0.62%
FinancialEquity0.62%
Consumer DiscretionaryEquity0.62%
ChemicalsEquity0.59%
FinancialEquity0.57%
Capital GoodsEquity0.57%
CommunicationEquity0.57%
ChemicalsEquity0.54%
ChemicalsEquity0.54%
ConstructionEquity0.54%
Consumer StaplesEquity0.53%
AutomobileEquity0.53%
ChemicalsEquity0.53%
AutomobileEquity0.50%
Metals & MiningEquity0.50%
Metals & MiningEquity0.49%
ServicesEquity0.49%
ChemicalsEquity0.48%
FinancialEquity0.48%
ConstructionEquity0.47%
HealthcareEquity0.47%
ChemicalsEquity0.46%
Metals & MiningEquity0.46%
HealthcareEquity0.46%
Consumer StaplesEquity0.46%
Metals & MiningEquity0.45%
FinancialEquity0.45%
ConstructionEquity0.44%
EnergyEquity0.44%
Capital GoodsEquity0.44%
Capital GoodsEquity0.43%
Consumer StaplesEquity0.43%
HealthcareEquity0.43%
FinancialEquity0.43%
Consumer StaplesEquity0.42%
FinancialEquity0.42%
TechnologyEquity0.41%
Capital GoodsEquity0.41%
FinancialEquity0.40%
ServicesEquity0.40%
HealthcareEquity0.39%
HealthcareEquity0.39%
AutomobileEquity0.38%
Metals & MiningEquity0.38%
Capital GoodsEquity0.38%
ServicesEquity0.37%
ServicesEquity0.37%
FinancialEquity0.37%
Capital GoodsEquity0.36%
Capital GoodsEquity0.36%
FinancialEquity0.35%
InsuranceEquity0.34%
HealthcareEquity0.34%
FinancialEquity0.33%
FinancialEquity0.33%
Capital GoodsEquity0.32%
InsuranceEquity0.32%
AutomobileEquity0.32%
Metals & MiningEquity0.31%
DiversifiedEquity0.31%
ConstructionEquity0.31%
Capital GoodsEquity0.30%
Capital GoodsEquity0.30%
HealthcareEquity0.28%
FinancialEquity0.27%
EnergyEquity0.27%
FinancialEquity0.26%
AutomobileEquity0.26%
ChemicalsEquity0.25%
EnergyEquity0.25%
TextilesEquity0.25%
ServicesEquity0.25%
AutomobileEquity0.25%
CommunicationEquity0.25%
EnergyEquity0.24%
Consumer StaplesEquity0.20%
ServicesEquity0.19%
Consumer StaplesEquity0.16%
ChemicalsEquity0.16%
FinancialEquity0.14%
InsuranceEquity0.14%
Consumer StaplesEquity0.11%
FinancialEquity0.11%
EnergyEquity0.08%
See All

Expense ratio, exit load and tax

Expense ratio: 0.41%

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

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%.

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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