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InvestVerdict

SBI Nifty Midcap 150 Index Fund

Direct Plan · Growth · Index Funds · Scheme code 150673

NAV₹20.5013as on 28 Aug 2026
Fund houseSBI Mutual Fund
CategoryIndex Funds
Plan & optionDirect · Growth
History3.9 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 1.724.387.82 13.0017.68— ——20.15
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.838.039.81 —11.77—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 15.7% 0.71 0.97 1.09 10.07% -21.1% 79.72
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 46 months this scheme and its benchmark share.

Growth of ₹100 since launch

8712917121320242026InvestVerdict

Drawdown from peak (%)

0%-8%-16%-23%20242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
143 -6.2% 12.9% 61.1% 7%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

SBI Nifty Midcap 150 Index Fund

Direct Plan · Growth

Allocation

By asset

Equity100.02%

By market cap

Large Cap11.91%
Mid Cap83.82%
Small Cap4.29%

Concentration

Number of stocks150
Top 5 stocks10.69%
Top 10 stocks18.00%
Top 20 stocks31.30%
Largest holding3.57%
Largest sectorBanks 8.95%
Effective stocks101.4
Cash0.13%
InvestVerdict

SBI Nifty Midcap 150 Index Fund

Direct Plan · Growth · holdings

Top 18 holdings

#CompanySector% of fund
1— Capital Markets3.87%
2— Banks1.99%
3— Capital Markets1.77%
4— Electrical Equipment1.75%
5— Automobiles1.52%
6— Electrical Equipment1.50%
7— Banks1.49%
8— Electrical Equipment1.48%
9— Pharmaceuticals & Biotechnology1.44%
10— Pharmaceuticals & Biotechnology1.44%
11— Banks1.44%
12— Auto Components1.40%
13— Financial Technology (Fintech)1.38%
14— Industrial Products1.30%
15— Banks1.29%
16— Telecom - Services1.24%
17— Healthcare Services1.22%
18— Consumer Durables1.21%

Sector split

Banks — 8.8%Pharmaceuticals & Biotechnology — 8.7%Capital Markets — 8.0%Electrical Equipment — 8.0%Finance — 5.5%Auto Components — 5.2%Industrial Products — 4.3%Consumer Durables — 4.3%IT - Software — 4.2%Other — 43.2%Banks8.8%Pharmaceuticals & Biotech…8.7%Capital Markets8.0%Electrical Equipment8.0%Finance5.5%Auto Components5.2%Industrial Products4.3%Consumer Durables4.3%IT - Software4.2%Other43.2%
Banks8.84%
Pharmaceuticals & Biotechnology8.67%
Capital Markets7.97%
Electrical Equipment7.95%
Finance5.47%
Auto Components5.15%
Industrial Products4.30%
Consumer Durables4.26%
IT - Software4.24%
Retailing4.01%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.