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F&O
1M
6M
1Y
All
NAV: 01 Sep 2025
₹18.36
Rating
NA
Min. SIP amount
₹500
Fund size
₹890.91Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (150)
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Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Mid Cap
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | -1.6% | 17.0% | -5.3% | 80.4% |
| Category average | NA | NA | -5.4% | NA |
| Rank with in category | 34 | 26 | 29 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
HSBC Midcap Fund Direct IDCW | 3 | -2.1% | 23.8% | 11,845.25 |
Bandhan Midcap Fund Direct IDCW | 4 | -2.6% | 21.5% | 1,802.88 |
LIC MF Midcap Fund Direct IDCW | 2 | -7.3% | 18.8% | 337.69 |
Expense ratio, exit load and tax
Expense ratio: 0.40%
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%.
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Check past data
Fund management
Harsh SethiSep 2022 - PresentView details
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
NAWebsite
www.sbimf.com
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,
Email
[email protected]Website
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SBI Nifty Midcap 150 Index Fund Direct IDCW
VS
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