61
Index — Mid CapHold
SBI Nifty Midcap 150 Index
SBI · Direct–Growth · rank #6 of 24 by Smart Score
Data updated
Trailing returns
1 Year
4.9%
-0.1% vs index
3 Years
14.9%
-0.3% vs index
5 Years
—
Since launch
19.0%
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
+3.1%-0.1% vs index
Why this score
SBI Nifty Midcap 150 Index scores 61/100 — #6 of 24 Index — Mid Cap fund (Hold). 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 ratio0.50 · 82nd percentile in category
Volatility17.01 · 79th percentile in category
Fund size1292.32 Cr · 81st percentile in category
Sortino ratio0.66 · 74th percentile in category
Alpha-2.76 · 26th percentile in category
3Y return14.91% · 45th percentile in category
Top holdings
1.BSE Ltd3.14%
2.The Federal Bank Ltd2.05%
3.Multi Commodity Exchange Of India Ltd2.03%
4.Laurus Labs Ltd1.74%
5.One 97 Communications Ltd1.69%
150 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.