Fund Overview
ETF

SBI Nifty Midcap 150 Momentum 50 ETF

Ticker: SBIMIDMOMUnderlying Index: Nifty Midcap150 Momentum 50ISIN: INF200KB1AJ0

61.43
End of Day NAV as on Jul 24, 2026
5457606366Mar 2026May 2026Jul 2026

Fundamentals

Asset TypeEquity
Underlying Index TypeStrategy Index
No. of Companies50
Market Cap FocusMid Cap
P/E45.49
P/B10.99
Div Yield0.93%
Down from 52w High9.32%
Up from 52w Low14.05%
Std Deviation (1 yr)1.65%

Fund Parameters

AUM (Cr)9
Base Expense Ratio0.30%
Tracking Error0.32%
All-In-Cost0.82%
Inception Date02 Mar 2026
Scheme Option - TypeGrowth - Open ended scheme
ETF Market Data
Latest Price61.35
NAV Gap-0.12%
1M Avg NAV Gap0.20%
Daily Volume9,450
1M Avg Daily Volume25,290
1M Avg Daily Turnover0.2
Native Score

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Sectoral Allocation

Fund Holdings

Market Cap Classification

Advanced Ratios

Alpha-0.04
Beta0.97
Sharpe Ratio0.05
Sortino Ratio0.08
Treynor Ratio0.08
Information Ratio-0.14
Upside Capture93.52%
Downside Capture100.10%

Index Methodology

Factor BasisMomentum
UniverseNifty MidCap 150
WeightageFactor tilt: FF Marketcap x Normalized Momentum Score . Max Weight per stock = 5%
Stocks IncludedStocks are included based on Momentum Scrore for 6 months and 12 months (equally weighted). Momentum Score = Risk Adjusted returns = Price Return/ Standard Deviation of daily returns for that period
ExclusionsRank of Constituent based on Normalized Momentum Score goes below 75; Constituents moving out of the Nifty MidCap 150;

Fund • Last updated: 7/26/2026