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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
1M
6M
1Y
3Y
All
NAV: 19 Dec 2025
₹19.25
Rating
3
Min. SIP amount
₹500
Fund size
₹958.64Cr
Returns 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
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 2.8% | 22.4% | 22.6% |
| Category average | NA | 0.1% | 20.9% | NA |
| Rank with in category | NA | 18 | 21 | NA |
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Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
HSBC Midcap Fund Direct IDCW | 3 | -2.9% | 25.1% | 12,548.61 |
Bandhan Midcap Fund Direct IDCW | 3 | -3.1% | 22.3% | 1,957.21 |
LIC MF Midcap Fund Direct IDCW | 2 | -1.2% | 20.3% | 347.67 |
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%.
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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 & Unit no. 1002, 1003 and 1004 of 10th 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
[email protected]Website
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
www.camsonline.comCompare funds
SBI Nifty Midcap 150 Index Fund Direct IDCW
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