SBI Nifty Midcap 150 Index Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Open Ended Schemes(Other Scheme - Index Funds)Very High RiskISIN INF200KA18O1

NAV · 06-Jul-2026

₹19.6284

+3.01%

+1.33%

1Y (CAGR)

+4.03%

3Y (CAGR)

+19.16%

5Y (CAGR)

—

Since inception (CAGR)

+19.53%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

17.08%

Downside dev (3y)

14.52%

Max drawdown (3y)

-21.3%

Sharpe (3y)

0.74

SIP XIRR (3y)

+10.73%

Calendar-year returns

2023 +43.0%2024 +23.2%2025 +5.1%

Fund facts

Fund managerViral Chhadva

AUM₹10,942 Cr

Launch date21-Sep-2022

Plan typeOpen Ended · Others

Min lumpsumRs. 5000/- and in multiples of Re. 1

Lock-inNone

Volatility16.03

AMCSBI Funds Management Limited

Objective · The investment objective of the scheme is to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

scheme documents ↗