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Fund Overview of SBI Nifty Midcap 150 Index Fund Regular-Growth
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₹1,239.8 CrAUM
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₹19.05NAV
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0.93%Expense Ratio
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EquityFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
SBI Nifty Midcap 150 Index Fund Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -4.78% | NA | 4.37% |
| 6 Months | 0.58% | NA | 15.67% |
| 1 Year | 0.66% | 0.66% | -0.50% |
| 2 Years | 6.48% | 3.19% | 23.18% |
| 3 Years | 49.01% | 14.22% | 22.72% |
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As on Thu Nov 05, 2026
Asset Allocation of SBI Nifty Midcap 150 Index Fund Regular-Growth
equities
100.03%Large Cap: 5.77%
Mid Cap: 91.67%
Small Cap: 2.57%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now
SBI Nifty Midcap 150 Index Fund Regular-Growth is one Equity mutual fund offered by SBI Mutual Fund. Launched on 03 Oct 2022, the fund aims Long term capital appreciation. Investment in securities covered by Nifty Midcap 150 Index. It manages assets worth ₹1,239.8 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.93%. Fund Manager Manager Education
About FundAbout SBI Nifty Midcap 150 Index Fund Regular-Growth
The portfolio allocation consists of 100.03% in equities.Managed by Harsh Sethi, it has delivered a return of 0.66% in the last year, a total return since inception of 17.06%.
Identifying an appropriate best sip to invest plays a key part in financial planning.
Harsh Sethi
Mr. Sethi is a B. Com (Hons.), CA, CS
Key Metrics of SBI Nifty Midcap 150 Index Fund Regular-Growth
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Standard Deviation18.55%
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Mean13.73%
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Sharpe Ratio0.44%
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Alpha-0.64%
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Beta1.00%
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Sortino Ratio0.60%
SBI Nifty Midcap 150 Index Fund Regular-Growth Fund Details
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Compare Mutual Funds
SBI Nifty Midcap 150 Index Fund Regular-Growth Fund Returns Comparison
Compare SBI Nifty Midcap 150 Index Fund Regular-Growth with other mutual funds in the same category
SBI Nifty Midcap 150 Index Fund Regular-Growth
Motilal Oswal Midcap Fund Direct-Growth
Motilal Oswal Midcap Fund Direct-IDCW
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-Growth  |
₹40,208 | 3.45% | 1.07% | 0.22% | 18.74% | 19.27% |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹40,208 | 3.45% | 1.07% | 0.22% | 18.74% | 19.27% |
| Invesco India Mid Cap Fund Direct-Growth |
₹15,780 | 4.08% | -2.02% | 6.93% | 23.72% | 18.50% |
| Invesco India Mid Cap Fund Direct-IDCW |
₹15,780 | 4.08% | -2.02% | 6.93% | 23.72% | 18.50% |
| Motilal Oswal Midcap Fund Regular-Growth |
₹40,208 | 3.39% | 0.89% | -0.55% | 17.64% | 18.07% |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹40,208 | 3.39% | 0.89% | -0.55% | 17.64% | 18.07% |
| HSBC Midcap Fund Direct-Growth |
₹16,800 | 0.93% | -1.37% | 15.34% | 22.39% | 17.88% |
| HSBC Midcap Fund Direct-IDCW |
₹16,800 | 0.93% | -1.37% | 15.34% | 22.39% | 17.88% |
| HDFC Mid Cap Fund Direct-Growth |
₹101,856 | 2.56% | -4.17% | 1.18% | 16.64% | 17.85% |
| HDFC Mid Cap Fund Direct-IDCW |
₹101,856 | 2.56% | -4.17% | 1.18% | 16.64% | 17.85% |
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growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from SBI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
SBI Mid Cap Fund-Growth
|
₹23,282 | -0.10% | -5.83% | -2.01% | -1.27% | 9.20% |
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SBI Mid Cap Direct Plan-Growth
|
₹23,282 | -0.03% | -5.65% | -1.62% | -0.47% | 10.12% |
|
SBI Mid Cap Fund-IDCW
|
₹23,282 | -0.10% | -5.83% | -2.01% | -1.27% | 9.20% |
|
SBI Mid Cap Direct Plan-IDCW
|
₹23,282 | -0.03% | -5.65% | -1.62% | -0.47% | 10.12% |
|
SBI Nifty Midcap 150 Index Fund Direct-Growth
|
₹1,240 | 2.51% | -4.68% | 0.79% | 1.07% | 14.76% |
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SBI Nifty Midcap 150 Index Fund Regular-IDCW
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₹1,240 | 2.47% | -4.78% | 0.58% | 0.66% | 14.22% |
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SBI Nifty Midcap 150 Index Fund Direct-IDCW
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₹1,240 | 2.51% | -4.68% | 0.79% | 1.07% | 14.76% |
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SBI Nifty Midcap 150 ETF-Growth
|
₹13 | 2.50% | -4.68% | 0.78% | - | - |
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growth is based on 1-month returns of the fundsSBI Nifty Midcap 150 Index Fund Regular-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Direct-Growth |
₹101,856 | ₹226.14 | 16.64% | 17.85% | 17.26% |
| HDFC Mid Cap Fund Regular-Growth |
₹101,856 | ₹203.75 | 15.91% | 17.08% | 16.38% |
| HDFC Mid Cap Fund Direct-IDCW |
₹101,856 | ₹80.30 | 16.64% | 17.85% | 17.26% |
| HDFC Mid Cap Fund Regular-IDCW |
₹101,856 | ₹51.12 | 15.91% | 17.08% | 16.38% |
| Kotak Mid Cap Fund Direct-Growth |
₹66,613 | ₹163.96 | 16.60% | 15.37% | 17.43% |
| Kotak Mid Cap Fund Regular-Growth |
₹66,613 | ₹139.82 | 15.40% | 14.10% | 16.05% |
| Kotak Mid Cap Fund Regular-IDCW |
₹66,613 | ₹76.79 | 15.40% | 14.10% | 16.05% |
| Kotak Mid Cap Fund Direct-IDCW |
₹66,613 | ₹97.68 | 16.60% | 15.37% | 17.43% |
| Nippon India Growth Mid Cap Fund Direct-Growth |
₹50,176 | ₹4,855.78 | 17.60% | 16.64% | 18.10% |
| Nippon India Growth Mid Cap Fund-Growth |
₹50,176 | ₹4,387.95 | 16.67% | 15.72% | 17.22% |
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Top funds are based on Fund AUM
SBI Nifty Midcap 150 Index Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bse Ltd | Financial | 4.21% | ₹46.08 Cr |
| Bse Ltd | Financial | 3.87% | ₹44.54 Cr |
| Bse Ltd | Financial | 3.87% | ₹44.54 Cr |
| Bse Ltd | Financial | 3.87% | ₹44.54 Cr |
| Bse Ltd | Financial | 3.87% | ₹44.54 Cr |
| Bse Ltd | Financial | 3.14% | ₹40.56 Cr |
| Bse Ltd | Financial | 3.14% | ₹40.56 Cr |
| Bse Ltd | Financial | 3.14% | ₹40.56 Cr |
| Bse Ltd | Financial | 3.14% | ₹40.56 Cr |
| Bse Ltd | Financial | 3.14% | ₹40.56 Cr |
| Bse Ltd | Financial | 3.14% | ₹40.56 Cr |
| Bse Ltd | Financial | 3.14% | ₹40.56 Cr |
| Bse Ltd | Financial | 3.80% | ₹39.60 Cr |
| Repo | Unspecified | 2.63% | ₹32.64 Cr |
| Repo | Unspecified | 2.63% | ₹32.64 Cr |
| Repo | Unspecified | 2.63% | ₹32.64 Cr |
| Bse Ltd | Financial | 3.09% | ₹29.64 Cr |
| Bse Ltd | Financial | 3.07% | ₹28.73 Cr |
| Bse Ltd | Financial | 2.92% | ₹28.12 Cr |
| Bse Ltd | Financial | 3.17% | ₹28.02 Cr |
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Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-Growth |
₹119.01 | 18.74% | 19.27% | - |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹48.54 | 18.74% | 19.27% | - |
| Invesco India Mid Cap Fund Direct-Growth |
₹238.94 | 23.72% | 18.50% | - |
| Invesco India Mid Cap Fund Direct-IDCW |
₹83.42 | 23.72% | 18.50% | - |
| Motilal Oswal Midcap Fund Regular-Growth |
₹102.85 | 17.64% | 18.07% | - |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹46.48 | 17.64% | 18.07% | - |
| HSBC Midcap Fund Direct-Growth |
₹524.81 | 22.39% | 17.88% | - |
| HSBC Midcap Fund Direct-IDCW |
₹92.60 | 22.39% | 17.88% | - |
| HDFC Mid Cap Fund Direct-Growth |
₹226.14 | 16.64% | 17.85% | - |
| HDFC Mid Cap Fund Direct-IDCW |
₹80.30 | 16.64% | 17.85% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
SBI Nifty Midcap 150 Index Fund Regular-Growth
What is the current AUM of SBI Nifty Midcap 150 Index Fund Regular-Growth?
As of Wed Sep 30, 2026, SBI Nifty Midcap 150 Index Fund Regular-Growth manages assets worth ₹1,239.8 crore
How has SBI Nifty Midcap 150 Index Fund Regular-Growth performed recently?
- 3 Months: -4.78%
- 6 Months: 0.58%
What is the long-term performance of SBI Nifty Midcap 150 Index Fund Regular-Growth?
- 3 Years CAGR: 14.22%
- Since Inception: 17.06%
What is the portfolio composition of SBI Nifty Midcap 150 Index Fund Regular-Growth?
Equity: 100.03%, Others: -0.03%.
Who manages SBI Nifty Midcap 150 Index Fund Regular-Growth?
SBI Nifty Midcap 150 Index Fund Regular-Growth is managed by Harsh Sethi from SBI Mutual Fund.
What is the market-cap allocation of SBI Nifty Midcap 150 Index Fund Regular-Growth?
Large Cap: 5.77%, Mid Cap: 91.67%, Small Cap: 2.57%.
Which are the top companies SBI Nifty Midcap 150 Index Fund Regular-Growth has invested in?
- BSE Ltd – 4.21% of the fund's portfolio
- BSE Ltd – 3.87% of the fund's portfolio
- BSE Ltd – 3.87% of the fund's portfolio
- BSE Ltd – 3.87% of the fund's portfolio
- BSE Ltd – 3.87% of the fund's portfolio
Which are the major sectors SBI Nifty Midcap 150 Index Fund Regular-Growth focuses on?
- Financial – 57.72% of the fund's portfolio
- Unspecified – 7.90% of the fund's portfolio
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