OtherIndex FundsDirect · Growth
SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth
SBI · Scheme 150673
₹20.35▼ 0.30%NAV · 2026-08-05
Excellent FundScore
AUM
—
Expense ratio
—
3Y CAGR
18.6%
Risk (SEBI)
—
Min SIP
—
Benchmark
—
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.13% |
| 3 Months | +5.48% |
| 6 Months | +7.06% |
| 1 Year | +9.80% |
| 3 Years (CAGR) | +18.58% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +20.30% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns87
Consistency100
Risk-adjusted48
Downside protection79
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +18.6%
- ✓ 3Y CAGR vs category: +10.4% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 100% of windows
- ✓ Max drawdown: -21%
Risk metrics
Sharpe ratio
0.85
Sortino ratio
1.02
Volatility
15.97%
Max drawdown
-21.10%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.