SBI Nifty Mid Cap 150 Index Fund
Direct · Growth ₹18.36
31 Oct 2026
NAV
20.6%
3Y CAGR
21.0%
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.
4.15
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.
0.40%
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 | ₹12.79 L | 22.6% | -25.5% | 69.8% |
| 3 Years | ₹36.00 L | ₹42.76 L | 13.2% | 0.7% | 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 | 22.6% | 14.3% | 5.6% | +8.3% |
| 3 Years | 13.2% | 11.0% | 11.9% | +2.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.2% | 11.6% | -6.2% | 62.2% | 0.75 | 5.11 | 91% | — | — |
| 3 Years | 20.6% | 21.8% | 12.2% | 25.4% | 4.15 | — | 100% | — | — |
-21.1%
Max Drawdown
5 mo
Drawdown Duration
9 mo
Recovery Time
-3.9%
Avg Drawdown
Calmar Ratio by Duration
1.05
1Y
0.98
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.73 | 1.04 | 103.7% | 92.4% | -3.9% | -12.0% |
| 3 Years | +7.49 | 1.05 | 106.7% | 97.3% | 13.7% | 6.2% |
| 5 Years | +6.85 | 1.00 | 103.6% | 92.1% | 12.9% | 6.0% |
| 7 Years | +4.78 | 1.00 | 103.6% | 92.1% | 9.0% | 4.3% |
| 10 Years | +3.29 | 1.00 | 103.6% | 92.1% | 6.2% | 3.0% |
| 12 Years | +2.72 | 1.00 | 103.6% | 92.1% | 5.2% | 2.5% |
| 15 Years | +2.17 | 1.00 | 103.6% | 92.1% | 4.1% | 2.0% |
144
Total Holdings
16.9%
Top 10 Weight
40
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Multi Commodity Exchange of India Ltd. | 2.08% |
| 2 | The Federal Bank Ltd. | 1.93% |
| 3 | Laurus Labs Ltd. | 1.90% |
| 4 | One 97 Communications Ltd. | 1.78% |
| 5 | Hero MotoCorp Ltd. | 1.68% |
| 6 | The Indian Hotels Company Ltd. | 1.58% |
| 7 | Coforge Ltd. | 1.50% |
| 8 | Bharat Heavy Electricals Ltd. | 1.49% |
| 9 | IndusInd Bank Ltd. | 1.46% |
| 10 | AU Small Finance Bank Ltd. | 1.45% |