SBI Nifty Midcap 150 Index Fund - Regular (G)

SBI Nifty Midcap 150 Index Fund - Regular (G)

Other | Index Fund
Returns 8.9% annually for last 1 yr
NAV on 21 Aug 2026₹20.01
Min SIP Amount₹500

About SBI Nifty Midcap 150 Index Fund - Regular (G)

SBI Nifty Midcap 150 Index Fund - Regular (G) has an Asset Under Management (AUM) of Rs. 1211.74 Cr as on 2026-08-21. The fund has an expense ratio of 0.88, which is quite reasonable as compared to most other Other mutual fund schemes.

Key features of SBI Nifty Midcap 150 Index Fund - Regular (G)

SBI Nifty Midcap 150 Index Fund - Regular (G) is a Other mutual fund scheme from SBI Mutual Fund. This fund has been launched on 2022-09-21. The sub-category of this fund is Index Fund. The 1-year, 3-year and 5-year returns of this fund were 8.9, 17.47 and respectively.

Fund age
3 years11 months
AUM
₹ 1,211.74 Cr
Lock-in Period
0
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.
Expense ratio
0.88%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

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

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

Tenure (in years)

years

Expected Return

%

Returns (by years)

Estimated Returns
Invested Amount

Very High

Your investment will be at Very High risk

Sector NameAllocation
Banks8.84%
Pharmaceuticals & Biotech8.67%
Capital Markets7.97%
Electrical Equipments7.95%
Finance5.47%
Auto Components5.15%

Frequently Asked Questions

You are here

Disclaimer for Mutual fund

*Disclaimer for Bajaj Finance Limited (‘BFL’): "Stock trading business is carried by Bajaj Financial Securities Limited ...

Powered by Bajaj Financial Securities Limited (Bajaj Broking)