FAQ : SBI Nifty Midcap 150 Index Fund - Regular plan - Growth

SBI Nifty Midcap 150 Index Fund - Regular plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 53.44 N/A N/A N/A
Average Rolling Returns(%) 41.35 N/A N/A N/A

The Current NAV of SBI Nifty Midcap 150 Index Fund - Regular plan - Growth is ₹15.62.

It is better to invest in a fund with a longer track record as SBI Nifty Midcap 150 Index Fund - Regular plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 - TRI returns, as Funds portfolio is significantly different.

SBI Nifty Midcap 150 Index Fund - Regular plan - Growth fund’s expense ratio is 1.01%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Nifty Midcap 150 Index Fund - Regular plan - Growth is currently ₹306 Crores.

The Top three stocks are Power Finance Corp, REC and Max Healthcare Inst and account for 7% of its portfolio. Top 5 and 10 stocks of fund account for 10% and 18% of fund’s portfolio respectively.

Top three sectors of SBI Nifty Midcap 150 Index Fund - Regular plan - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 47% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of SBI Nifty Midcap 150 Index Fund - Regular plan - Growth Fund is Index Funds - Other.

Harsh Sethi manages the SBI Nifty Midcap 150 Index Fund - Regular plan - Growth Fund.

SBI Nifty Midcap 150 Index Fund - Regular plan - Growth current PE ratio is 42.64 and PB ratio is 7.61

The asset allocation of SBI Nifty Midcap 150 Index Fund - Regular plan - Growth is Stocks : 100.08%, Debt : -0.08% and Gold : 0%

The minimum SIP amount for SBI Nifty Midcap 150 Index Fund - Regular plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for SBI Nifty Midcap 150 Index Fund - Regular plan - Growth is 0.25% on or before 30 days, Nil after 30 days

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