Sbi midcap 150 index fund

• Name • Value (Cr) • Holding % • Regional Banks • 13.00 • 8.66% • Consumer Financial Services • 12.00 • 8.12% • Chemical Manufacturing • 11.00 • 7.10% • Biotechnology & Drugs • 10.00 • 6.43% • Software & Programming • 9.00 • 6.28% • Construction Services • 5.00 • 3.42% • Misc. Fabricated Products • 5.00 • 3.32% • Healthcare Facilities • 5.00 • 3.29% • Recreational Products • 5.00 • 3.20% • Auto & Truck Parts • 5.00 • 3.10% • Fund Name • Motilal Oswal Nifty Next 50 Index Fund Regular Growth20.68% • Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth30.28% • ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth32.75% • SBI Nifty Midcap 150 Index Fund Regular Growth0% • Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular Growth17.92% • Fund Name • Motilal Oswal Nifty Next 50 Index Fund Regular Growth20.05% • Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth0% • ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth0% • SBI Nifty Midcap 150 Index Fund Regular Growth0% • Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular Growth0% • Fund Name • Motilal Oswal Nifty Next 50 Index Fund Regular Growth0% • Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth0% • ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth0% • SBI Nifty Midcap 150 Index Fund Regular Growth0% • Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular Growth0% • Fund Name • Motilal Oswal Nifty Next 50 Index Fu...

SBI Nifty Midcap 150 Index Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research SBI Nifty Midcap 150 Index Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/42583/sbi-nifty-midcap-150-index-fund-regular-plan/ Get the latest information and complete track record of SBI Nifty Midcap 150 Index Fund - Regular Plan schemes, returns, latest NAV and ratings from independent mutual fund research house.

SBI Nifty Midcap 150 Index Fund Regular - Growth is a Mid Cap Index mutual fund scheme from • • • • The fund has the majority of its money invested in Financial, Healthcare, Automobile, Services, Capital Goods sectors. It has taken less exposure in Financial, Healthcare sectors compared to other funds in the category. • • The fund's top 5 holdings are in Max Healthcare Institute Ltd., Shriram Finance Ltd, AU Small Finance Bank Ltd., Trent Ltd., Indian Hotels Co. Ltd.. ..... NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date. The NAV of SBI Nifty Midcap 150 Index Fund for Jun 16, 2023 is 11.37. SBI Nifty Midcap 150 Index Fund Regular - Growth is the regular plan of the fund. For this plan of you pay 1.0%as annual charges. On the other hand if you go for the direct plan available on ET Money, you pay 0.4%.That's 0.6% less. Regular plans charge more because when you buy them, the fund pays commission to the agent. This is an additional expense for the fund and to cover this expense, the fund takes a bigger share from the returns generated by your investments. So, the lower annual cost of the direct plan means you will earn 0.6% if you opt for direct plan of SBI Nifty Midcap 150 Index Fund The Expense Ratio of a Mutual Fund is the annual charge...

In an exclusive interview with ET Now-DP Singh, Deputy MD & Chief Business Officer, SBI Mutual Fund said that the fund house another 40% growth from current levels with strong distribution growth. Growth has come from all sectors and new customers have been gained due to the influence of the parent company. Demand trends strong from both B-30 and T-30 categories. He mentioned that in current scenario an allocation of 30-40 percent should be given to passive investment modes and the remaining 60-70% to the active models for investing. Active funds business is likely to grow in the next 5-10 years. DP Singh stated that Mid and Small-cap Index Funds provide a gateway to investors looking to tap into the growth potential of these emerging businesses as they move up the market capitalization curve from being small caps to mid-caps and eventually large caps. New businesses are coming with innovative models. India's largest mutual fund house –SBI MF owns Rs 4.56lk crore worth of equities. The important changes to their holding profile for the month of August include large sector buys in banking and technology while the largest sales were recorded in the materials and communications segment. This trend has been recorded in terms of large buys and large sells for second straight month.

"As a fund house, we continue to expand our bouquet of offerings in the passive investment space. Mid and Small cap Index Funds provide a gateway to investors looking to tap into the growth potential of these emerging businesses as they move up the market capitalisation curve from being small caps to mid-caps and eventually large caps. Investors, especially first-time equity investors, can consider investing in these two funds in line with their risk profile for their long-term wealth creation goals." D P Singh, Deputy MD & Chief Business Officer, SBI Mutual Fund. The minimum application amount required for both the funds is Rs 5,000 and in multiples of Rs 1 thereafter. Investments can also be done through daily, weekly, monthly, quarterly, semi-annual, and annual Don’t miss out on ET Prime stories! Get your daily dose of business updates on WhatsApp.

SBI Nifty Midcap 150 Index Fund Direct - Growth is a Mid Cap Index mutual fund scheme from • • • • The fund has the majority of its money invested in Financial, Healthcare, Automobile, Services, Capital Goods sectors. It has taken less exposure in Financial, Healthcare sectors compared to other funds in the category. • • The fund's top 5 holdings are in Max Healthcare Institute Ltd., Shriram Finance Ltd, AU Small Finance Bank Ltd., Trent Ltd., Indian Hotels Co. Ltd.. ..... • Max Healthcare Institute Ltd. 2.16% • Shriram Finance Ltd 2.06% • AU Small Finance Bank Ltd. 1.99% • Trent Ltd. 1.83% • Indian Hotels Co. Ltd. 1.83% • TVS Motor Co. Ltd. 1.61% • TI Financial Holdings Ltd. 1.59% • Federal Bank Ltd. 1.41% • Tata Elxsi Ltd. 1.38% • Persistent Systems Ltd. 1.38% • CG Power and Industrial Solutions Ltd. 1.34% • Cummins India Ltd. 1.27% • IDFC Bank Ltd. 1.19% • Astral Poly Technik Ltd. 1.15% • Power Finance Corpn. Ltd. 1.13% • Ashok Leyland Ltd. 1.12% • Yes Bank Ltd. 1.09% • Bharat Forge Ltd. 1.08% • Bandhan Bank Ltd. 1.06% • MRF Ltd. 1.05% • APL Apollo Tubes Ltd. 1.04% • Lupin Ltd. 1.03% • Adani Power Ltd. 1.03% • Jindal Steel & Power Ltd. 1.01% • Voltas Ltd. 1% • Aurobindo Pharma Ltd. 0.99% • Container Corpn. Of India Ltd. 0.98% • Jubilant FoodWorks Ltd. 0.98% • Zee Entertainment Enterprises Ltd. 0.96% • Balkrishna Industries Ltd. 0.96% • Supreme Industries Ltd. 0.95% • Rural Electrification Corpn. Ltd. 0.93% • Crompton Greaves Consumer Electricals Ltd. 0.93% • Sundaram Fi...

About With 30? years of rich experience in fund management, SBI Funds Management Pvt. Ltd. brings forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India - India's largest bank. It is a joint venture between SBI and AMUNDI (France), one of the world's leading fund management company.

"As a fund house, we continue to expand our bouquet of offerings in the passive investment space. Mid and Small cap Index Funds provide a gateway to investors looking to tap into the growth potential of these emerging businesses as they move up the market capitalisation curve from being small caps to mid-caps and eventually large caps. Investors, especially first-time equity investors, can consider investing in these two funds in line with their risk profile for their long-term wealth creation goals." D P Singh, Deputy MD & Chief Business Officer, SBI Mutual Fund. The minimum application amount required for both the funds is Rs 5,000 and in multiples of Rs 1 thereafter. Investments can also be done through daily, weekly, monthly, quarterly, semi-annual, and annual Don’t miss out on ET Prime stories! Get your daily dose of business updates on WhatsApp.

In an exclusive interview with ET Now-DP Singh, Deputy MD & Chief Business Officer, SBI Mutual Fund said that the fund house another 40% growth from current levels with strong distribution growth. Growth has come from all sectors and new customers have been gained due to the influence of the parent company. Demand trends strong from both B-30 and T-30 categories. He mentioned that in current scenario an allocation of 30-40 percent should be given to passive investment modes and the remaining 60-70% to the active models for investing. Active funds business is likely to grow in the next 5-10 years. DP Singh stated that Mid and Small-cap Index Funds provide a gateway to investors looking to tap into the growth potential of these emerging businesses as they move up the market capitalization curve from being small caps to mid-caps and eventually large caps. New businesses are coming with innovative models. India's largest mutual fund house –SBI MF owns Rs 4.56lk crore worth of equities. The important changes to their holding profile for the month of August include large sector buys in banking and technology while the largest sales were recorded in the materials and communications segment. This trend has been recorded in terms of large buys and large sells for second straight month.

SBI Nifty Midcap 150 Index Fund Regular - Growth is a Mid Cap Index mutual fund scheme from • • • • The fund has the majority of its money invested in Financial, Healthcare, Automobile, Services, Capital Goods sectors. It has taken less exposure in Financial, Healthcare sectors compared to other funds in the category. • • The fund's top 5 holdings are in Max Healthcare Institute Ltd., Shriram Finance Ltd, AU Small Finance Bank Ltd., Trent Ltd., Indian Hotels Co. Ltd.. ..... • Max Healthcare Institute Ltd. 2.16% • Shriram Finance Ltd 2.06% • AU Small Finance Bank Ltd. 1.99% • Trent Ltd. 1.83% • Indian Hotels Co. Ltd. 1.83% • TVS Motor Co. Ltd. 1.61% • TI Financial Holdings Ltd. 1.59% • Federal Bank Ltd. 1.41% • Tata Elxsi Ltd. 1.38% • Persistent Systems Ltd. 1.38% • CG Power and Industrial Solutions Ltd. 1.34% • Cummins India Ltd. 1.27% • IDFC Bank Ltd. 1.19% • Astral Poly Technik Ltd. 1.15% • Power Finance Corpn. Ltd. 1.13% • Ashok Leyland Ltd. 1.12% • Yes Bank Ltd. 1.09% • Bharat Forge Ltd. 1.08% • Bandhan Bank Ltd. 1.06% • MRF Ltd. 1.05% • APL Apollo Tubes Ltd. 1.04% • Lupin Ltd. 1.03% • Adani Power Ltd. 1.03% • Jindal Steel & Power Ltd. 1.01% • Voltas Ltd. 1% • Aurobindo Pharma Ltd. 0.99% • Container Corpn. Of India Ltd. 0.98% • Jubilant FoodWorks Ltd. 0.98% • Zee Entertainment Enterprises Ltd. 0.96% • Balkrishna Industries Ltd. 0.96% • Supreme Industries Ltd. 0.95% • Rural Electrification Corpn. Ltd. 0.93% • Crompton Greaves Consumer Electricals Ltd. 0.93% • Sundaram F...