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

SBI Midcap Growth Direct Plan

NAV
₹245.9817
-2.23%
(13 Mar)
AUM
23,154 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+16.9%
+15.8%
+15.6%
+15.6%
+11.4%
+5.4%
3Y
+25.1%
+25.7%
+25.5%
+25.2%
+20.3%
+16.0%
5Y
+21.0%
NA
+19.8%
+20.7%
+16.4%
+16.0%
ALL
+17.8%
+20.4%
+20.1%
+20.9%
+14.9%
+18.0%
VOL
16.8%
14.6%
16.0%
16.8%
-
15.1%
TER
0.7%
0.5%
0.5%
0.5%
-
0.8%
AUM
₹43,983 Cr
₹4,695 Cr
₹10,772 Cr
₹14,355 Cr
-
₹23,154 Cr
INFO
1.06
1.40
1.26
1.25
-
1.19
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 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
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
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