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
₹222.9443
-2.01%
(9 Mar)
AUM
22,424 Cr
TER
1.67%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+19.4%
+19.2%
+19.1%
+17.4%
+14.2%
+7.3%
3Y
+26.8%
+26.4%
+25.9%
+26.5%
+21.1%
+15.5%
5Y
+21.3%
+22.1%
+22.2%
NA
+17.7%
+16.0%
ALL
+20.6%
+21.4%
+18.3%
+22.1%
+15.3%
+16.1%
VOL
15.9%
16.8%
16.7%
14.5%
-
19.8%
TER
0.5%
0.4%
0.7%
0.5%
-
1.7%
AUM
₹10,058 Cr
₹13,802 Cr
₹41,727 Cr
₹4,468 Cr
-
₹22,424 Cr
INFO
1.29
1.28
1.09
1.52
-
0.81
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 Jan
Top holdings
Torrent Power Ltd
4.0%
Bharat Heavy Electricals Ltd
3.5%
Sundaram Finance Ltd
3.5%
The Federal Bank Ltd
3.5%
CRISIL Ltd
3.4%
AIA Engineering Ltd
3.2%
Mahindra & Mahindra Financial Services Ltd
3.2%
Bharat Forge Ltd
2.9%
Shree Cement Ltd
2.7%
Biocon Ltd
2.6%
Top industry exposure
Financial Services
27.8%
Industrials
15.1%
Consumer Cyclical
14.2%
Basic Materials
11.0%
Healthcare
6.9%
Other information
Minimum SIP
Direct Only
Minimum lumpsum
Direct Only
Additional lumpsum
Direct Only
Portfolio turnover
40%
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