Should I invest in SBI Nifty Midcap 150 Index Fund?

We don't give personal investment advice. SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

SBI

SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth

Latest NAV

₹20.0123

As of

17 Jul 2026

935 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.36%	+0.21%	-0.57	294 / 353	Q4
1W	-0.82%	-0.05%	-0.77	305 / 353	Q4
2W	+0.42%	+0.24%	+0.18	63 / 353	Q1
1M	+0.89%	+0.78%	+0.11	160 / 353	Q2
3M	+4.36%	+2.20%	+2.16	45 / 350	Q1
6M	+4.77%	+1.36%	+3.41	46 / 336	Q1
YTD	+2.91%	+0.54%	+2.37	143 / 333	Q2
1Y	+4.70%	+2.69%	+2.01	149 / 318	Q2
2Y	+3.66%	+3.33%	+0.33	108 / 213	Q3
3Y	+19.05%	+10.79%	+8.25	15 / 172	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+20.03%	+7.52%	+12.52	14 / 353	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.91%	+0.51%	+2.40	141 / 331
2025	+5.00%	+6.05%	-1.05	186 / 260
2024	+23.18%	+14.12%	+9.07	37 / 180
2023	+43.70%	+21.09%	+22.61	14 / 130
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+24.26%

34 windows

min -1.5% · max 58.2%

94% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+22.39%

10 windows

min 19.0% · max 24.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.59%

3-year · annualised

Sharpe ratio

0.75

vs risk-free 6.5%

Sortino ratio

1.25

Downside-only deviation

Max drawdown

-21.10%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan	HDFC	₹19.6137	17 Jul 2026
Nippon India Nifty Midcap 150 Index Fund - Direct Plan - Growth Option	Nippon India	₹26.5876	17 Jul 2026
SBI Nifty Next 50 Index Fund - Direct Plan - Growth	SBI	₹19.9064	17 Jul 2026
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - Growth	ICICI Prudential	₹20.5391	17 Jul 2026
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth	Bandhan	₹10.4569	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct Growth	Aditya Birla Sun Life	₹25.9706	17 Jul 2026
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth	Motilal Oswal	₹25.7767	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH	Kotak	₹11.8040	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Direct Plan - Growth	Edelweiss	₹16.7429	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Direct - Growth	DSP	₹10.4877	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹20.0123
16 Jul 2026	₹20.0842
15 Jul 2026	₹20.1655
14 Jul 2026	₹20.0787
13 Jul 2026	₹20.1781
10 Jul 2026	₹20.1776
9 Jul 2026	₹19.9043
8 Jul 2026	₹19.6276
7 Jul 2026	₹19.9537
6 Jul 2026	₹20.0069

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth is ₹20.0123. It's a Index Fund from SBI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth has NAV history starting from 11 Oct 2022, a track record of about 3 years 9 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth is managed by SBI. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth has delivered a absolute return of 4.70% — +2.01 pp ahead of the Index Fund category average of 2.69%. The fund ranks #149 of 318 in its category — the second (Q2) quartile.

Over the trailing 3-year window, SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth has delivered a CAGR of 19.05% — +8.25 pp ahead of the Index Fund category average of 10.79%. The fund ranks #15 of 172 in its category — the top (Q1) quartile.

SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth exactly 3 years ago would be worth approximately ₹168,711 today — a multiplier of 1.69×, based on the 3-year CAGR of 19.05%. The category average over the same window would have grown ₹1 lakh to ₹136,005.

A ₹10,000 monthly SIP in SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹428,177 today. That's an XIRR (money-weighted annualised return) of 11.59%.

SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹428,177 — XIRR 11.59%.

On a 3-year basis, SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth ranks #15 out of 172 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.79%; this fund delivered 19.05%.

The worst peak-to-trough decline SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth has experienced over the last 3-year window is 21.10% — its NAV fell from a high on 24 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth averaged 22.39% (best 24.28%, worst 19.05%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.75 — reasonable risk-adjusted performance.

In calendar year 2025, SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth returned 5.00% — lagging the Index Fund category average of 6.05% by 1.05 pp. It ranked #186 of 260 in its category that year.

SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.