SBI Nifty Mid Cap 150 Index Fund
Direct · Growth ₹20.37
18 Aug 2026
NAV
22.0%
3Y CAGR
22.4%
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.
8.42
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 | ₹12.81 L | 23.8% | -25.5% | 69.8% |
| 3 Years | ₹36.00 L | ₹43.80 L | 14.5% | 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 | 23.8% | 14.4% | 9.4% | +9.4% |
| 3 Years | 14.5% | 11.1% | 12.3% | +3.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 23.5% | 13.0% | -6.2% | 62.2% | 0.80 | 5.88 | 92% | — | — |
| 3 Years | 22.0% | 22.4% | 18.1% | 25.4% | 8.42 | — | 100% | — | — |
-21.1%
Max Drawdown
5 mo
Drawdown Duration
9 mo
Recovery Time
-3.8%
Avg Drawdown
Calmar Ratio by Duration
1.11
1Y
1.04
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.72 | 1.07 | 109.7% | 92.1% | 10.2% | -2.9% |
| 3 Years | +10.46 | 1.06 | 110.9% | 98.0% | 18.3% | 7.8% |
| 5 Years | +7.90 | 1.01 | 105.2% | 91.6% | 15.0% | 7.1% |
| 7 Years | +5.49 | 1.01 | 105.2% | 91.6% | 10.5% | 5.0% |
| 10 Years | +3.78 | 1.01 | 105.2% | 91.6% | 7.3% | 3.5% |
| 12 Years | +3.13 | 1.01 | 105.2% | 91.6% | 6.0% | 2.9% |
| 15 Years | +2.50 | 1.01 | 105.2% | 91.6% | 4.8% | 2.3% |
143
Total Holdings
18.0%
Top 10 Weight
40
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | BSE Ltd. | 3.57% |
| 2 | The Federal Bank Ltd. | 2.12% |
| 3 | Laurus Labs Ltd. | 1.69% |
| 4 | Hero MotoCorp Ltd. | 1.67% |
| 5 | Multi Commodity Exchange of India Ltd. | 1.64% |
| 6 | IndusInd Bank Ltd. | 1.60% |
| 7 | Persistent Systems Ltd. | 1.44% |
| 8 | Coforge Ltd. | 1.43% |
| 9 | AU Small Finance Bank Ltd. | 1.42% |
| 10 | Bharat Heavy Electricals Ltd. | 1.42% |