FundLens
64
Index — Mid CapBuy

SBI Nifty Midcap 150 Index

SBI · Direct–Growth · rank #5 of 23 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
5.7%
-0.2% vs index
3 Years
19.1%
-0.3% vs index
5 Years
Since launch
20.3%

Year-by-year performance

last entry = YTD
2023
+43.9%
2024
+23.9%
2025
+5.5%
2026
+4.2%

Why this score

SBI Nifty Midcap 150 Index scores 64/100 — #5 of 23 Index — Mid Cap fund (Buy). It stands out for volatility and sharpe ratio — beating 85% of peers on volatility. 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.

Volatility17.07 · 85th percentile in category
Sharpe ratio0.74 · 79th percentile in category
Sortino ratio0.99 · 79th percentile in category
Fund size1152.29 Cr · 76th percentile in category
Alpha-3.12 · 26th percentile in category
1Y return5.65% · 75th percentile in category

Other Index — Mid Cap funds