EquiscaleEquiscale
Sbi Nifty Midcap 150 Index FundIndex Fund₹20.37as of 2026-08-19
Expense0.40%RiskModerately High
Sbi Mutual FundIndex FundIndex Fund150 HoldingsModerately High
AUM
₹885 CrAssets Under Management
Expense Ratio
0.4%Very Low · Annual fee charged
Top Sector
BanksHighest portfolio allocation

🎯Investment Objective

“An open ended scheme tracking Nifty Midcap 150 Index”

Source: Sbi Nifty Midcap 150 Index Fund scheme information document

💡The investment objective is the fund's stated purpose. A fund promising “capital appreciation through equity investments” behaves very differently from one promising “regular income through debt instruments.”

AI Summary

indian-fund

Strengths0

    Concerns1

    • Expense ratio of 0.40% is notably above the category median of 0.26%

    Rule-based from financial data. Not advice.

    Asset Allocation

    Sector Allocation

    Holdings-Based Style Box

    Value
    Blend
    Growth
    Large
    Mid
    Small

    This fund sits in the Mid-Blend quadrant based on its holdings characteristics.

    The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.

    📖 What do Large/Mid/Small Cap mean? →

    Key Metrics

    AUM
    ₹885 CrCategory avg: ₹5,000 Cr
    ⚠Smaller fund
    💡 A smaller fund with ₹885 Cr in assets. Smaller funds may face higher impact costs but can be more nimble in small/mid-cap strategies.
    Expense Ratio
    0.4%Category avg: 0.82%
    ✓Below average
    💡 This fund charges less than most peers. On a ₹10L investment, you save ~₹4,200/year vs. the average fund.

    Fund DNA

    Fund DNA analysis is not available yet, data enrichment pending.

    Portfolio Holdings150 positions

    💡Reading the Holdings Table

    The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.

    📖 Learn: Diversification & Asset Allocation →
    #CompanySectorAllocationWeight (%)3M Change
    1BSE Ltd.Capital Markets
    		2.9%-
    2Hero MotoCorp Ltd.Automobiles
    		1.9%-
    3The Federal Bank Ltd.Banks
    		1.9%-
    4Cummins India Ltd.Industrial Products
    		1.8%-
    5IndusInd Bank Ltd.Banks
    		1.7%-
    6Ashok Leyland Ltd.Agricultural, Commercial & Construction Vehicles
    		1.6%-
    7Indus Towers Ltd.Telecom - Services
    		1.6%-
    8Lupin Ltd.Pharmaceuticals & Biotechnology
    		1.5%-
    9HDFC Asset Management Co. Ltd.Capital Markets
    		1.4%-
    10AU Small Finance Bank Ltd.Banks
    		1.4%-

    Holdings Overlap with Your Portfolio

    Checking for overlaps...

    Investment Calculator

    Estimate future value based on Sbi Nifty Midcap 150 Index Fund's historical returns

    1102030
    Invested
    ₹6.00 L
    Est. Value
    ₹8.25 L
    Wealth
    ₹2.25 L
    1.4× in 5yr
    Growth ProjectionSbi Nifty Midcap 1… vs NIFTY 50

    ⚠️ Important Disclaimer

    This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.

    💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.

    📖 SIP · 📖 XIRR · 📖 RCA

    Returns

    1M3M6M1Y3Y CAGR5Y CAGR
    +1.8048899926545126%+17.859911374391135%----

    Performance

    This chart shows the fund's NAV growth over time.

    What is CAGR and how is return calculated? →

    👤Fund Manager

    Fund manager information is not available for this fund.

    All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.