SBI Midcap Growth Plan
SIP amount
Regular plans not available on Kuvera
Lumpsum amount
Regular plans not available on Kuvera

SBI Midcap Growth Plan

NAV
₹223.8025
-0.01%
(31 Aug)
AUM
22,547 Cr
TER
1.67%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+9.8%
+1.7%
+1.1%
+1.1%
-3.5%
-7.5%
3Y
+28.5%
+26.0%
+29.5%
+25.4%
+20.8%
+14.3%
5Y
+28.6%
+28.5%
+33.6%
+29.8%
+24.8%
+25.2%
ALL
+21.7%
+21.0%
+23.8%
+22.1%
+16.7%
+16.4%
VOL
16.0%
15.7%
17.6%
16.9%
-
19.9%
TER
0.6%
0.7%
0.7%
0.4%
-
1.7%
AUM
₹7,802 Cr
₹83,847 Cr
₹33,609 Cr
₹11,027 Cr
-
₹22,547 Cr
INFO
1.35
1.33
1.35
1.31
-
0.82
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Midcap - Reg (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
CRISIL Ltd
3.7%
Treps
3.4%
Sundaram Finance Ltd
3.1%
Shree Cement Ltd
3.1%
Tata Elxsi Ltd
2.8%
Torrent Power Ltd
2.7%
Schaeffler India Ltd
2.7%
Mahindra & Mahindra Financial Services Ltd
2.6%
Biocon Ltd
2.4%
The Federal Bank Ltd
2.4%
Top industry exposure
Financial Services
25.2%
Consumer Cyclical
17.5%
Basic Materials
11.8%
Industrials
11.5%
Healthcare
9.9%
Other information
Minimum SIP
Direct Only
Minimum lumpsum
Direct Only
Additional lumpsum
Direct Only
Portfolio turnover
40%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.
Fund manager(s)
Bhavin Vithlani

FAQs