61
Index — Mid CapHold
SBI Nifty Midcap 150 Index
SBI · Direct–Growth · rank #4 of 24 by Smart Score
Data updated
Trailing returns
1 Year
-1.0%
-0.1% vs index
3 Years
12.7%
-0.3% vs index
5 Years
—
Since launch
16.7%
Year-by-year performance
2023
+43.9%-0.4% vs index
2024
+23.9%-0.3% vs index
2025
+5.5%-0.3% vs index
2026
-3.2%-0.1% vs index
Why this score
SBI Nifty Midcap 150 Index scores 61/100 — #4 of 24 Index — Mid Cap fund (Hold). It stands out for sharpe ratio and fund size — beating 74% of peers on sharpe ratio. The main drag is its alpha (better than only 26% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio0.36 · 74th percentile in category
Fund size1239.85 Cr · 81st percentile in category
Sortino ratio0.48 · 74th percentile in category
Alpha-2.66 · 26th percentile in category
Volatility17.15 · 68th percentile in category
3Y return12.67% · 55th percentile in category
Top holdings
1.Multi Commodity Exchange Of India Ltd2.08%
2.The Federal Bank Ltd1.93%
3.Laurus Labs Ltd1.9%
4.One 97 Communications Ltd1.78%
5.Hero Motocorp Ltd1.68%
149 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.