SBI Nifty Mid Cap 150 Index Fund
Direct · Growth ₹20.01
06 Jul 2026
NAV
22.2%
3Y CAGR
22.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
9.35
Sharpe
-21.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.82 L | 24.0% | -25.5% | 69.8% |
| 3 Years | ₹36.00 L | ₹43.99 L | 14.6% | 4.2% | 21.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 24.0% | 14.5% | 9.2% | +9.5% |
| 3 Years | 14.6% | 11.2% | 12.9% | +3.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 23.7% | 13.3% | -6.2% | 62.2% | 0.81 | 5.90 | 92% | — | — |
| 3 Years | 22.2% | 22.6% | 18.1% | 25.4% | 9.35 | — | 100% | — | — |
-21.1%
Max Drawdown
5 mo
Drawdown Duration
9 mo
Recovery Time
-3.9%
Avg Drawdown
Calmar Ratio by Duration
1.12
1Y
1.05
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.88 | 1.08 | 110.2% | 97.2% | 8.7% | -1.6% |
| 3 Years | +10.75 | 1.06 | 111.2% | 97.7% | 18.1% | 7.3% |
| 5 Years | +7.47 | 1.01 | 105.3% | 92.3% | 14.8% | 7.3% |
| 7 Years | +5.20 | 1.01 | 105.3% | 92.3% | 10.4% | 5.2% |
| 10 Years | +3.58 | 1.01 | 105.3% | 92.3% | 7.1% | 3.6% |
| 12 Years | +2.97 | 1.01 | 105.3% | 92.3% | 5.9% | 3.0% |
| 15 Years | +2.38 | 1.01 | 105.3% | 92.3% | 4.7% | 2.4% |
143
Total Holdings
18.3%
Top 10 Weight
40
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | BSE Ltd. | 3.87% |
| 2 | The Federal Bank Ltd. | 1.99% |
| 3 | Multi Commodity Exchange of India Ltd. | 1.77% |
| 4 | Suzlon Energy Ltd. | 1.75% |
| 5 | Hero MotoCorp Ltd. | 1.52% |
| 6 | GE Vernova T&D India Ltd. | 1.50% |
| 7 | IndusInd Bank Ltd. | 1.49% |
| 8 | Bharat Heavy Electricals Ltd. | 1.48% |
| 9 | Laurus Labs Ltd. | 1.44% |
| 10 | Lupin Ltd. | 1.44% |