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
₹223.4499
-1.68%
(23 Jan)
AUM
23,315 Cr
TER
1.66%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+13.1%
+11.1%
+10.6%
+7.7%
+7.5%
+1.6%
3Y
+26.4%
+25.4%
+26.7%
+26.3%
+21.3%
+16.8%
5Y
NA
+24.7%
+22.9%
+24.2%
+20.1%
+18.9%
ALL
+23.4%
+20.7%
+20.8%
+21.5%
+15.7%
+16.2%
VOL
14.5%
15.6%
15.9%
16.7%
-
19.8%
TER
0.5%
0.7%
0.5%
0.4%
-
1.7%
AUM
₹4,448 Cr
₹92,642 Cr
₹10,296 Cr
₹13,650 Cr
-
₹23,315 Cr
INFO
1.62
1.33
1.31
1.28
-
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 Dec
Top holdings
Bharat Heavy Electricals Ltd
3.7%
Torrent Power Ltd
3.6%
Treps
3.5%
Sundaram Finance Ltd
3.4%
Mahindra & Mahindra Financial Services Ltd
3.3%
AIA Engineering Ltd
3.1%
The Federal Bank Ltd
3.1%
CRISIL Ltd
3.1%
Bharat Forge Ltd
2.8%
Shree Cement Ltd
2.6%
Top industry exposure
Financial Services
25.0%
Consumer Cyclical
15.0%
Industrials
14.0%
Basic Materials
11.0%
Healthcare
6.5%
Other information
Minimum SIP
Direct Only
Minimum lumpsum
Direct Only
Additional lumpsum
Direct Only
Portfolio turnover
43%
Lock-in period
-
Exit load
• 0.25% for redemption within 30 days
• 0.1% for redemption between 30 to 90 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