SBI Nifty Midcap 150 Momentum 50 ETF FOF
Performance
Scorecard
Not ratedHow this is computed
Each verdict is computed from this fund's own metrics against its sub-category — the number behind it is shown, not a black-box rating. Not rated — this fund has no full year of NAV history yet. A rating needs at least a 1-year return to rank its performance against peers.
Not enough FoF Domestic peers to rank yet
Volatility not available yet
0.6% expense vs 0.7% category avg
Not enough history for a rolling 3Y view
Strengths & concerns
Generated from this fund's own numbers against its sub-category — each point names the figure behind it.
Strengths
- Low expense ratio (0.59%) vs the FoF Domestic average of 0.67%
Concerns
No significant concerns identified.
Key Metrics
Scheme Info
DefinitionsPeriod returns (<1Y, absolute — not annualized)
DefinitionsAnnualized returns (≥1Y — CAGR)
DefinitionsAdvanced metrics — risk and benchmark ratios
Risk (trailing 3Y)
DefinitionsBenchmark ratios (vs Nifty Midcap 150 · 36 monthly returns)
DefinitionsComputed vs the Nifty Midcap 150 price index — the closest match to this fund's mandate. Needs ~3 years of history; a low R² means the fund tracks the index loosely.
Not sure what a figure means? The glossary explains every metric, and the methodology shows the formulas.
Backtest this fund
What a SIP or one-time investment would have grown to over this fund’s real NAV history.
Pick a longer period to plot the path.
1 monthly installments of ₹10,000 into SBI Nifty Midcap 150 Momentum 50 ETF FOF, valued at the latest NAV. XIRR annualizes for each installment’s timing.
Taxation
Taxed as non-equityThis is a non-equity fund — a fund-of-funds, gold/silver, international or balanced-hybrid scheme. It isn't equity-oriented, but since FY 2025-26 it's no longer taxed like a pure-debt fund either: gains held over 2 years get the 12.5% long-term rate; shorter holdings are taxed at your income-tax slab rate.
Added to your income at your slab rate
No indexation, no ₹1.25 L exemption
Sets the short-term (slab-rate) figure above.
Applies to capital gains on redemption. Excludes IDCW/dividend tax, STT, surcharge and cess, and pre-2018 equity grandfathering. For research only — consult a tax advisor before filing.
SBI in the news
Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.
SBI Mutual Fund sells 71,698 Pakka Ltd shares, stake falls to 6.45%
scanx.trade · 6h ago
SBI Mutual Fund reduces Neogen Chemicals stake to 6.03% under SAST Reg 29
scanx.trade · 1d ago
SBI Mutual Fund acquires 5.2% stake in Tenneco Clean Air India
scanx.trade · 4d ago
SBI Mutual Fund raises Urban Company stake to 8.84% with 2.27% buy
scanx.trade · 4d ago
Portfolio rejig: Here's what top 3 mutual fund houses bought & sold in July
Business Standard · 4d ago
HDFC MF leads retail and HNI AUM; SBI dominates affluent investor base in B30 cities
Cafemutual · 4d ago
SBI Mutual Fund - PPFAS Mutual Fund among 6 MFs holding over Rs 10,000 crore in cash in July
The Economic Times · 5d ago
SBI Mutual Fund: SBI, RIL, and HDFC Bank among top 10 stock holdings in July
The Economic Times · 7d ago
Returns and risk are computed from NAV history and may differ slightly from other portals due to methodology (rolling vs point-to-point, dividend treatment). For research only — not investment advice.
Frequently asked questions
What is the NAV of SBI Nifty Midcap 150 Momentum 50 ETF FOF?
As of 20 Aug 2026, the NAV of SBI Nifty Midcap 150 Momentum 50 ETF FOF is ₹10.00 per unit. NAV (net asset value) is the fund's per-unit price, published once each business day.
What returns has SBI Nifty Midcap 150 Momentum 50 ETF FOF delivered?
SBI Nifty Midcap 150 Momentum 50 ETF FOF has returned -1.10% per year since inception. Figures beyond one year are annualised (CAGR) and are computed from AMFI NAV history, so they may differ slightly from other portals.
What is the expense ratio of SBI Nifty Midcap 150 Momentum 50 ETF FOF?
SBI Nifty Midcap 150 Momentum 50 ETF FOF charges an expense ratio of 0.59% per year. This annual fee is already deducted from the NAV, so the returns you see are net of it.
How risky is SBI Nifty Midcap 150 Momentum 50 ETF FOF?
It is rated very high on SEBI's risk-o-meter and its worst peak-to-trough fall in our sample was -1.5%. Higher volatility means the NAV swings more; the drawdown shows how far it has fallen from a peak historically.
What is the benchmark of SBI Nifty Midcap 150 Momentum 50 ETF FOF?
SBI Nifty Midcap 150 Momentum 50 ETF FOF is benchmarked against the NIFTY Midcap 150 Momentum 50 Total Return Index. Its alpha and beta on this page are measured against that index.
Who manages SBI Nifty Midcap 150 Momentum 50 ETF FOF?
SBI Nifty Midcap 150 Momentum 50 ETF FOF is managed by Viral Chhadva at SBI.
How is SBI Nifty Midcap 150 Momentum 50 ETF FOF taxed?
SBI Nifty Midcap 150 Momentum 50 ETF FOF is a non-equity fund (a fund-of-funds, gold, international or balanced-hybrid scheme). Since FY 2025-26 it's no longer taxed like a pure-debt fund: gains on units held more than 2 years are long-term, taxed at 12.5% (no indexation, no ₹1.25 lakh exemption); units held 2 years or less are taxed at your income-tax slab rate.