SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth

Fund House: SBI Mutual Fund
Category: Index Fund
Launch Date: 05-10-2022
Asset Class: Equity
Benchmark: Nifty Midcap 150 TRI
TER: 0.84% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,152.29 Cr As on 30-06-2026(Source:AMFI)
Turn over: 28%

19.9765

19.65%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
Nifty Midcap 150 TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 10 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the scheme is to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity
Average Maturity

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth 05-10-2022 10.36 5.08 17.83 - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 37.15 36.74 29.86 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 32.8 29.63 25.1 17.39 -
SBI BSE PSU Bank Index Fund- Regular Plan- Growth 25-03-2025 25.57 - - - -
Nippon India Nifty Auto Index Fund - Regular Plan- Growth Option 14-11-2024 24.9 - - - -
ICICI Prudential Nifty Auto Index Fund - Growth 05-10-2022 24.67 9.08 24.32 - -
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular Plan - Growth 26-10-2020 24.37 12.49 18.76 13.27 -
Tata Nifty AuTo Index Fund - Regular Plan - Growth 26-04-2024 24.37 8.84 - - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 24.12 15.57 - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 23.96 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

1.39%

Others

-0.02%

Large Cap

6.47%

Mid Cap

92.16%

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