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

SBI Midcap IDCW Reinvest Direct Plan

NAV
₹146.9500
-0.68%
(31 Jul)
AUM
23,269 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+13.7%
+13.7%
+2.8%
+2.8%
-0.3%
-1.7%
3Y
+30.4%
+30.4%
+30.2%
+30.2%
+23.2%
+19.1%
5Y
+31.2%
+31.2%
+35.5%
+35.5%
+28.3%
+28.9%
ALL
+21.3%
+21.3%
+23.1%
+23.1%
+17.3%
+14.7%
VOL
17.7%
17.7%
19.5%
19.5%
-
17.5%
TER
0.6%
0.6%
0.7%
0.7%
-
0.8%
AUM
₹7,406 Cr
₹7,406 Cr
₹33,053 Cr
₹33,053 Cr
-
₹23,269 Cr
INFO
1.20
1.20
1.19
1.19
-
0.84
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 IDCW Reinvest (DR)
₹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 30th Jun
Top holdings
CRISIL Ltd
4.2%
Sundaram Finance Ltd
3.3%
HDFC Bank Ltd
3.0%
Shree Cement Ltd
3.0%
Torrent Power Ltd
3.0%
Tata Elxsi Ltd
2.8%
Schaeffler India Ltd
2.8%
Treps
2.7%
Max Healthcare Institute Ltd Ordinary Shares
2.7%
Mahindra & Mahindra Financial Services Ltd
2.6%
Top industry exposure
Financial Services
22.9%
Consumer Cyclical
17.2%
Healthcare
12.2%
Industrials
11.5%
Basic Materials
11.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
41%
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

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