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

SBI Midcap IDCW Reinvest Direct Plan

NAV
₹150.5479
+1.19%
(31 Dec)
AUM
23,360 Cr
TER
0.84%
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
+6.4%
+6.4%
+6.2%
+6.2%
+2.4%
+0.7%
3Y
+27.6%
+27.6%
+28.1%
+28.1%
+22.1%
+18.1%
5Y
NA
NA
+25.3%
+25.3%
+21.7%
+21.4%
ALL
+25.1%
+24.9%
+20.7%
+20.7%
+16.2%
+14.2%
VOL
14.5%
14.5%
17.6%
17.6%
-
17.3%
TER
0.5%
0.5%
0.5%
0.5%
-
0.8%
AUM
₹4,346 Cr
₹4,346 Cr
₹10,006 Cr
₹10,006 Cr
-
₹23,360 Cr
INFO
1.74
1.72
1.18
1.18
-
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 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 Nov
Top holdings
Bharat Heavy Electricals Ltd
3.7%
Torrent Power Ltd
3.7%
Mahindra & Mahindra Financial Services Ltd
3.6%
Treps
3.3%
CRISIL Ltd
3.1%
Sundaram Finance Ltd
3.0%
The Federal Bank Ltd
3.0%
AIA Engineering Ltd
3.0%
Bharat Forge Ltd
2.8%
Shree Cement Ltd
2.5%
Top industry exposure
Financial Services
27.1%
Consumer Cyclical
15.9%
Industrials
13.3%
Basic Materials
11.0%
Healthcare
6.7%
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

FAQs