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
₹224.1323
-1.74%
(26 Sep)
AUM
22,012 Cr
TER
1.67%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+4.7%
+3.4%
-0.0%
-4.3%
-5.9%
-10.1%
3Y
+28.8%
+26.5%
+25.9%
+26.0%
+21.5%
+15.2%
5Y
+29.8%
NA
+30.5%
+34.9%
+25.9%
+25.3%
ALL
+21.8%
+26.1%
+21.0%
+23.6%
+16.5%
+16.4%
VOL
16.0%
14.8%
15.7%
17.6%
-
19.9%
TER
0.6%
0.4%
0.7%
0.7%
-
1.7%
AUM
₹8,062 Cr
₹3,582 Cr
₹83,105 Cr
₹34,780 Cr
-
₹22,012 Cr
INFO
1.36
1.77
1.34
1.34
-
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 Aug
Top holdings
Treps
5.0%
CRISIL Ltd
3.6%
Sundaram Finance Ltd
3.0%
Shree Cement Ltd
3.0%
HDB Financial Services Ltd
2.7%
Torrent Power Ltd
2.6%
Mahindra & Mahindra Financial Services Ltd
2.6%
Schaeffler India Ltd
2.6%
JK Cement Ltd
2.4%
The Federal Bank Ltd
2.4%
Top industry exposure
Financial Services
25.8%
Consumer Cyclical
17.6%
Basic Materials
13.0%
Industrials
11.0%
Healthcare
9.5%
Other information
Minimum SIP
Direct Only
Minimum lumpsum
Direct Only
Additional lumpsum
Direct Only
Portfolio turnover
38%
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