SBI Nifty Midcap 150 Index Fund Growth

SBI Nifty Midcap 150 Index Fund Growth

+22.13%
3Y annualised
+0.10% 1D
1M
6M
1Y
3Y
All
NAV: 21 May '26
₹19.20
Min. for SIP
₹500
Fund size (AUM)
₹1,042.14 Cr
Expense ratio
1.01%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,561
+3.74%
6 months₹30,000₹30,835
+2.78%
1 year₹60,000₹61,886
+3.14%
3 years₹1,80,000₹2,10,940
+17.19%

Holdings (150)

NameSectorInstrumentsAssets
BSE Ltd.ServicesEquity3.80%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.94%
The Federal Bank Ltd.FinancialEquity1.80%
Suzlon Energy Ltd.Capital GoodsEquity1.72%
Hero Motocorp Ltd.AutomobileEquity1.69%
Indusind Bank Ltd.FinancialEquity1.54%
AU Small Finance Bank Ltd.FinancialEquity1.47%
PB Fintech Ltd.ServicesEquity1.45%
Lupin Ltd.HealthcareEquity1.43%
GE Vernova T&D India LtdCapital GoodsEquity1.41%
Indus Towers Ltd.CommunicationEquity1.36%
Persistent Systems Ltd.TechnologyEquity1.33%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.31%
Bharat Forge Ltd.AutomobileEquity1.28%
Fortis Healthcare Ltd.HealthcareEquity1.23%
Ashok Leyland Ltd.AutomobileEquity1.18%
IDFC First Bank Ltd.FinancialEquity1.18%
Dixon Technologies (India) Ltd.Capital GoodsEquity1.18%
One97 Communications Ltd.ServicesEquity1.18%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.09%
Laurus Labs Ltd.HealthcareEquity1.09%
Polycab India Ltd.Capital GoodsEquity1.09%
Hitachi Energy India Ltd.Capital GoodsEquity1.09%
Max Financial Services Ltd.FinancialEquity1.07%
Marico Ltd.Consumer StaplesEquity1.05%
Coforge Ltd.TechnologyEquity1.03%
Aurobindo Pharma Ltd.HealthcareEquity0.99%
Info Edge (India) Ltd.ServicesEquity0.95%
Swiggy Ltd.ServicesEquity0.95%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.93%
SRF Ltd.ChemicalsEquity0.93%
UPL Ltd.ChemicalsEquity0.92%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.92%
FSN E-Commerce Ventures Ltd.ServicesEquity0.92%
National Aluminium Company Ltd.Metals & MiningEquity0.91%
APL Apollo Tubes Ltd.Metals & MiningEquity0.89%
Yes Bank Ltd.FinancialEquity0.89%
GMR Airports Ltd.ConstructionEquity0.88%
The Phoenix Mills Ltd.ConstructionEquity0.84%
Torrent Power Ltd.EnergyEquity0.84%
Voltas Ltd.Consumer DiscretionaryEquity0.83%
Alkem Laboratories Ltd.HealthcareEquity0.81%
Havells India Ltd.Capital GoodsEquity0.80%
NMDC Ltd.Metals & MiningEquity0.80%
Sundaram Finance Ltd.FinancialEquity0.80%
Tube Investments Of India Ltd.AutomobileEquity0.80%
Kei Industries Ltd.Capital GoodsEquity0.77%
Indian BankFinancialEquity0.77%
Mphasis Ltd.TechnologyEquity0.77%
JSW Energy Ltd.Capital GoodsEquity0.77%
Waaree Energies Ltd.EnergyEquity0.76%
Aditya Birla Capital Ltd.FinancialEquity0.73%
Vodafone Idea Ltd.CommunicationEquity0.72%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.71%
Godrej Properties Ltd.ConstructionEquity0.70%
360 One Wam Ltd.FinancialEquity0.69%
Steel Authority Of India Ltd.Metals & MiningEquity0.68%
Radico Khaitan Ltd.Consumer StaplesEquity0.68%
Oil India Ltd.EnergyEquity0.68%
NHPC Ltd.EnergyEquity0.67%
Dabur India Ltd.Consumer StaplesEquity0.67%
MRF Ltd.AutomobileEquity0.67%
Vishal Mega Mart Ltd.ServicesEquity0.67%
Biocon Ltd.HealthcareEquity0.66%
Mankind Pharma Ltd.HealthcareEquity0.65%
PI Industries Ltd.ChemicalsEquity0.63%
Jindal Stainless Ltd.Metals & MiningEquity0.63%
Prestige Estates Projects Ltd.ConstructionEquity0.61%
L&T Finance Ltd.FinancialEquity0.61%
Coromandel International Ltd.ChemicalsEquity0.60%
Supreme Industries Ltd.ChemicalsEquity0.60%
Blue Star Ltd.Consumer DiscretionaryEquity0.59%
Oracle Financial Services Software Ltd.TechnologyEquity0.59%
Page Industries Ltd.TextilesEquity0.59%
Lloyds Metals & Energy Ltd.Metals & MiningEquity0.57%
JK Cement Ltd.ConstructionEquity0.57%
Ipca Laboratories Ltd.HealthcareEquity0.54%
Apar Industries Ltd.Consumer StaplesEquity0.53%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.53%
Petronet LNG Ltd.EnergyEquity0.53%
UNO Minda Ltd.AutomobileEquity0.52%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity0.52%
Oberoi Realty Ltd.ConstructionEquity0.50%
SBI Cards And Payment Services Ltd.FinancialEquity0.49%
Astral Ltd.ChemicalsEquity0.48%
Jubilant FoodWorks Ltd.ServicesEquity0.48%
Tata Communications Ltd.CommunicationEquity0.47%
ITC Hotels Ltd.ServicesEquity0.46%
Nippon Life India Asset Management Ltd.FinancialEquity0.46%
Container Corporation Of India Ltd.ServicesEquity0.45%
Life Insurance Corporation of IndiaInsuranceEquity0.45%
Adani Total Gas Ltd.EnergyEquity0.45%
Balkrishna Industries Ltd.AutomobileEquity0.44%
LIC Housing Finance Ltd.FinancialEquity0.43%
Bank of IndiaFinancialEquity0.43%
Rail Vikas Nigam Ltd.ConstructionEquity0.43%
Exide Industries Ltd.Capital GoodsEquity0.42%
Schaeffler India Ltd.Capital GoodsEquity0.42%
Indian Railway Catering & Tourism Corporation Ltd.ServicesEquity0.42%
Patanjali Foods Ltd.Consumer StaplesEquity0.41%
Bank of MaharashtraFinancialEquity0.41%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity0.41%
Thermax Ltd.Capital GoodsEquity0.40%
Linde India Ltd.ChemicalsEquity0.39%
AIA Engineering Ltd.Metals & MiningEquity0.39%
Dalmia Bharat Ltd.ConstructionEquity0.39%
Gujarat Fluorochemicals Ltd.ChemicalsEquity0.39%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.39%
Cochin Shipyard Ltd.Capital GoodsEquity0.37%
Tata Elxsi Ltd.TechnologyEquity0.36%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.35%
Berger Paints India Ltd.ChemicalsEquity0.34%
Apollo Tyres Ltd.AutomobileEquity0.34%
Abbott India Ltd.HealthcareEquity0.34%
Billionbrains Garage Ventures Ltd.FinancialEquity0.34%
Motilal Oswal Financial Services Ltd.FinancialEquity0.32%
Authum Investment & Infrastructure Ltd.FinancialEquity0.32%
Bharat Dynamics Ltd.Capital GoodsEquity0.32%
KPIT Technologies Ltd.TechnologyEquity0.32%
General Insurance Corporation of IndiaInsuranceEquity0.31%
Premier Energies Ltd.EnergyEquity0.30%
Ajanta Pharma Ltd.HealthcareEquity0.30%
HDB Financial Services Ltd.FinancialEquity0.30%
Bharti Hexacom Ltd.CommunicationEquity0.29%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.29%
Housing & Urban Development Corporation Ltd.FinancialEquity0.28%
AWL Agri Business Ltd.Consumer StaplesEquity0.28%
K.P.R. Mill Ltd.TextilesEquity0.27%
Crisil Ltd.ServicesEquity0.27%
Escorts Kubota Ltd.AutomobileEquity0.27%
United Breweries Ltd.Consumer StaplesEquity0.27%
Indian Renewable Energy Development Agency Ltd.FinancialEquity0.27%
NLC India Ltd.EnergyEquity0.26%
L&T Technology Services Ltd.TechnologyEquity0.26%
NTPC Green Energy Ltd.EnergyEquity0.26%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity0.25%
Bajaj Housing Finance Ltd.FinancialEquity0.25%
3M India Ltd.Consumer StaplesEquity0.24%
Tata Investment Corporation Ltd.FinancialEquity0.24%
Global Health Ltd.HealthcareEquity0.24%
JSW Infrastructure Ltd.ServicesEquity0.23%
Godfrey Phillips India Ltd.Consumer StaplesEquity0.23%
ACC Ltd.ConstructionEquity0.22%
Endurance Technologies Ltd.AutomobileEquity0.21%
Honeywell Automation India Ltd.Capital GoodsEquity0.17%
Hexaware Technologies Ltd.TechnologyEquity0.17%
SJVN Ltd.EnergyEquity0.14%
Anthem Biosciences Ltd.HealthcareEquity0.12%
Godrej Industries Ltd.Consumer StaplesEquity0.11%
The New India Assurance Company Ltd.InsuranceEquity0.10%
See All

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
Name6M1Y3YAll
Fund returns+1.3%+7.8%+22.1%+19.7%
Category average (Equity Mid Cap)-0.0%+2.0%+21.6%--
Rank (Equity Mid Cap)--2922--

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

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+13.59%+25.65%5,293.04
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+9.75%+24.85%45,820.33
Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
+8.93%+24.59%15,910.69
Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth
+8.00%+23.68%13,378.01
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+6.72%+22.99%94,744.72
Compare

About SBI Nifty Midcap 150 Index Fund Growth

SBI Nifty Midcap 150 Index Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Viral Chhadva is the Current Fund Manager of SBI Nifty Midcap 150 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,55,465 Cr and the Latest NAV as of 21 May 2026 is ₹19.20. The SBI Nifty Midcap 150 Index Fund 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₹12,55,465.12 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
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
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,