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OTHER•INDEX FUND

SBI Nifty Midcap 150 Index Fund

3 Year return

23.02%
NAV on December 31, 2025
19.1796
1D Returns
-0.04%
Launched on September 2022(3 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
44.92%₹1,617
Total Value ₹5,217

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹958.64 Cr.
Expense Ratio
0.4% (inclusive of GST)
Exit Load
0.25% - For exit on or before 30 days from the date of allotment. Nil - For exit after 30 days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

SBI Mutual Fund Manager

HS

Harsh Sethi

Fund Manager since Sep 2022

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Nifty Midcap 150 Index Fund23.3504%
0
Motilal Oswal Nifty Smallcap 250 Index Fund20.4782%
0
Nippon India Nifty Smallcap 250 Index Fund19.992%
0

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Nifty Midcap 150 Index Fund Direct Plan Growth

SBI Nifty Midcap 150 Index Fund Direct Growth is a Mutual Fund Scheme introduced by SBI Mutual Fund. This scheme operates with a passive investment strategy, where it aims to mirror the performance of the Nifty Midcap 150 index. The fund will invest in the constituent stocks of the Nifty Midcap 150 index in the same proportion as they exist within the index. This approach is intended to achieve returns comparable to the Total Returns Index of the Nifty Midcap 150 index. The fund strives to minimise deviations in performance between the benchmark index and the scheme's actual performance.

Investment Objective of the Scheme

SBI Nifty Midcap 150 Index Fund's core objective is to offer returns closely aligned with the total returns of the underlying securities represented by the chosen index. The fund aims to minimise tracking errors while pursuing this goal. By investing in the same stocks as the Nifty Midcap 150 index, the fund endeavours to provide investors with results that parallel the performance of the index, considering fluctuations due to tracking errors.

Key Features of The Fund

5-year return
0%
Expense Ratio
0.4%
Fund Manager
Harsh Sethi
Fund Size
₹958.64 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

This fund is particularly suitable for investors with a focus on long-term capital appreciation. It caters to those who wish to participate in the potential growth of mid-sized companies in the Indian market, as covered by the Nifty Midcap 150 Index. If you're seeking an investment avenue that aligns with the performance of this index and are comfortable with the associated market risks, this scheme could be a relevant addition to your investment portfolio.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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Assess your risk tolerance through a straightforward questionnaire and craft a SIP plan that aligns perfectly with your financial aspirations. With a clear understanding of your risk appetite, you can make informed investment choices tailored to your unique circumstances. By striking the right balance, you'll pave the way for long-term financial stability and success. Use our SIP return calculator for aid.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Nifty Midcap 150 Index Fund on December 31, 2025, is ₹19.1796
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Nifty Midcap 150 Index Fund, is ₹958.64 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Nifty Midcap 150 Index Fund is 0.4%
The SBI Nifty Midcap 150 Index Fund was launched on September 21, 2022. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Nifty Midcap 150 Index Fund is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,217 in 3Y at 23.0221% returns
SIP Date1st of every month

Your next SIP Payment will be on 31 January 2026

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