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

SBI Midcap IDCW Reinvest Direct Plan

NAV
₹132.6350
-0.00%
(31 Mar)
AUM
23,154 Cr
TER
0.86%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+6.9%
+6.9%
+3.8%
+3.8%
+1.0%
-4.5%
3Y
+25.1%
+25.1%
+24.0%
+24.0%
+18.8%
+14.3%
5Y
NA
NA
+20.3%
+20.3%
+15.9%
+15.0%
ALL
+19.4%
+19.1%
+20.4%
+20.4%
+14.5%
+13.0%
VOL
14.9%
14.9%
17.4%
17.4%
-
17.3%
TER
0.6%
0.6%
0.5%
0.5%
-
0.9%
AUM
₹4,695 Cr
₹4,695 Cr
₹14,355 Cr
₹14,355 Cr
-
₹23,154 Cr
INFO
1.30
1.28
1.17
1.17
-
0.75
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 28th Feb
Top holdings
Treps
5.8%
Torrent Power Ltd
3.9%
Bharat Heavy Electricals Ltd
3.4%
CRISIL Ltd
3.2%
Sundaram Finance Ltd
3.2%
Supreme Industries Ltd
3.1%
Mahindra & Mahindra Financial Services Ltd
3.1%
Bharat Forge Ltd
3.0%
Max Financial Services Ltd
2.8%
AIA Engineering Ltd
2.8%
Top industry exposure
Financial Services
25.7%
Industrials
15.9%
Consumer Cyclical
14.1%
Basic Materials
9.7%
Utilities
6.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
45%
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