64
Index — Mid CapBuy
SBI Nifty Midcap 150 Index
SBI · Direct–Growth · rank #5 of 24 by Smart Score
Data updated
Trailing returns
1 Year
9.8%
-0.1% vs index
3 Years
16.0%
-0.3% vs index
5 Years
—
Since launch
19.6%
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
+4.3%-0.1% vs index
Why this score
SBI Nifty Midcap 150 Index scores 64/100 — #5 of 24 Index — Mid Cap fund (Buy). It stands out for sharpe ratio and volatility — beating 82% 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 ratio0.56 · 82nd percentile in category
Volatility17.05 · 79th percentile in category
Fund size1211.74 Cr · 77th percentile in category
Sortino ratio0.74 · 76th percentile in category
Alpha-2.81 · 26th percentile in category
3Y return15.96% · 55th percentile in category
Top holdings
1.BSE Ltd3.57%
2.The Federal Bank Ltd2.12%
3.Laurus Labs Ltd1.69%
4.Hero Motocorp Ltd1.67%
5.Multi Commodity Exchange Of India Ltd1.64%
150 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.