SBI Midcap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Midcap Growth Direct Plan

NAV
₹261.3555
-0.03%
(12 Jan)
AUM
23,315 Cr
TER
0.84%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.3%
+8.2%
+6.5%
+5.8%
+2.2%
-7.5%
3Y
+27.6%
+27.3%
+27.0%
+22.0%
+18.2%
+26.1%
5Y
+23.9%
NA
+24.7%
+20.1%
+19.9%
+27.8%
ALL
+21.3%
+24.7%
+21.9%
+15.9%
+18.8%
+22.7%
VOL
15.9%
14.5%
16.7%
-
15.1%
17.6%
TER
0.5%
0.5%
0.4%
-
0.8%
0.7%
AUM
₹10,296 Cr
₹4,448 Cr
₹13,196 Cr
-
₹23,315 Cr
₹36,880 Cr
INFO
1.33
1.71
1.31
-
1.24
1.29
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 (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
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
41%
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