SBI Nifty Mid Cap 150 Index Fund Direct Growth

Scheme code: INF200KA10P5 NAV value: ₹ 17.5006 NAV date: 19 March, 2026 TER: 0.00%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-6.17	62.18	23.18	26.15	9.23
3 year	21.35	25.38	23.38	23.19	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	26.15
3 year	6.28	30.95	15.04	23.19
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	26.15
3 year	6.56	19.64	13.57	23.19
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	26.15
3 year	7.68	21.49	15.06	23.19
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	26.15
3 year	8.04	32.03	17.81	23.19
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,19,353 - Absolute Returns: ₹1,19,353 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,25,502 - Absolute Returns: ₹10,25,502 - CAGR: %

Max Drawdown

-21.10 %

Drawdown Duration

5 months

Recovery Time

10 months

Avg Drawdown

-3.96 %

1 Y

1.2392

3 Y

1.0989

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	8.19	1.07	114.6	104.0	12.00 %	4.00 %
3 years	9.98	1.04	109.3	96.6	21.44 %	11.28 %
5 years	5.19	1.01	104.9	94.4	11.64 %	6.45 %
7 years	3.62	1.01	104.9	94.4	8.18 %	4.57 %
10 years	2.50	1.01	104.9	94.4	5.66 %	3.18 %
12 years	2.09	1.01	104.9	94.4	4.70 %	2.64 %
15 years	1.66	1.01	104.9	94.4	3.74 %	2.11 %