VALARTH See the full analysis in the appOpen in app
Index Funds ETFs · Other

SBI Nifty Midcap 150 Momentum 50 ETF

SBI Funds Management Limited
Benchmark
NIFTY Midcap 150 Momentum 50 TRI
Riskometer
Very High
Size
₹130 cr
Allotted
Not on record
Holdings as of
Not on record

SBI Nifty Midcap 150 Momentum 50 ETF is a index funds etfs fund of SBI Funds Management Limited with ₹130 cr under management. Its direct plan charges 0.00% a year.

Has SBI Nifty Midcap 150 Momentum 50 ETF beaten its benchmark?

Official figures

AMFI performance feed, 13 Oct 2026
PeriodDirectRegularBenchmarkAheadRank
1y ——— — —
3y ——— — —
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Index Funds ETFs funds, and how steady the lead is, in the app

What does SBI Nifty Midcap 150 Momentum 50 ETF cost?

0.00% a year on the direct plan, 0.35% on the regular plan; None of 66 funds in its category charge less.

Direct plan
0.00% a year
Category median 0.28%
Regular plan
0.35% a year
Category median 0.32%
Gap
Not on record
for the same holdings
None of 66 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Other Scheme - Other ETFs

Who manages SBI Nifty Midcap 150 Momentum 50 ETF?

ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record

What does SBI Nifty Midcap 150 Momentum 50 ETF hold?

52 holdings as of None; the ten largest are 44.1% of the fund, the largest Laurus Labs Ltd. at 7.0%.

Mix

Holdings as of None
Equity100.0%Debt0.0%Cash0.0%Other0.0%
Holdings
52
50 shares
Top ten
44.1%
of the fund
Effective holdings
33.1
spread, as if equal-weighted
Matched to our table
100%
of the equity

Five largest

% of fund
Laurus Labs Ltd.7.02%
Multi Commodity Exchange of India Ltd.5.99%
The Federal Bank Ltd.4.60%
Bharat Heavy Electricals Ltd.4.46%
GE Vernova T&D India Ltd.4.29%

Five largest industries

% of fund
Pharmaceuticals & Biotechnology15.6%
Electrical Equipment15.3%
Banks12.0%
Capital Markets11.2%
Industrial Products6.80%

By company size

% of equity · SEBI size lists
Large Cap20.6%Mid Cap79.4%Small Cap0.0%

How does SBI Nifty Midcap 150 Momentum 50 ETF score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro
Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.
Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro
The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is SBI Nifty Midcap 150 Momentum 50 ETF run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro
Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

Moves with its indexnot an index tracker
Nearest to the Nifty Midcap 150: 60% of it differs from the index (an active fund is usually above 60%).
Active share 59.8%60%

Funds that hold much the same

% of holdings in common
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF100.0% the same
50 shared holdings
TATA NIFTY MIDCAP 150 MOMENTUM 50 INDEX FUND99.9% the same
50 shared holdings
Mirae Asset BSE Midcap 150 Momentum 30 ETF63.2% the same
26 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro
How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

What is the expense ratio of SBI Nifty Midcap 150 Momentum 50 ETF?

0.00% a year on the direct plan and 0.35% on the regular plan (expense report, Oct 2026).

Inside the app

See SBI Nifty Midcap 150 Momentum 50 ETF beside your own funds in Valarth

Start freeStart free
A Valarth stock page: the share price with its chart and 52-week range, valuation and profitability figures, and a scorecard of health checks.
Stock pagePrice, valuation, profitability and a scorecard of health checks for every company, each figure explained.
The Valarth stock screener: a table of companies with price, market cap, P/E, P/B, PEG, EPS and ROE, and filters down the left.
ScreenerEvery listed company, filtered on 212 figures, each with a plain-language lesson beside it.
The Valarth AI Screener answering 'Which companies will benefit from India's Project 75 submarine programme?' with a basket of four naval shipbuilders and a written thesis.
AI ScreenerAsk a question in plain English, like which companies benefit from India's Project 75. It reads the intent, builds the screen and writes the thesis.
A Valarth business-model card for State Bank of India, with a plain-language summary and statements verified against the filing.
Business modelHow a company makes money and what can hurt it, each statement checked against its annual report.
Valarth's Before the Bell edition, with the day's headline, regulator notes and sector moves.
Before the BellA morning edition before the market opens: what moved, which rule changed, and what it means for your holdings.

SBI Nifty Midcap 150 Momentum 50 ETF in the app: beside your own funds, with what you own through them

See the full analysis in the app →See pricing
Share this page