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

SBI Midcap IDCW Reinvest Direct Plan

NAV
₹148.3015
+0.23%
(18 Sep)
AUM
22,012 Cr
TER
0.84%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+8.4%
+8.4%
+0.3%
+0.3%
-0.3%
-4.9%
3Y
+29.0%
+29.0%
+28.1%
+28.1%
+21.8%
+16.2%
5Y
+29.0%
+29.0%
+33.6%
+33.6%
+25.9%
+26.1%
ALL
+21.3%
+21.3%
+23.3%
+23.3%
+16.6%
+14.6%
VOL
17.7%
17.7%
19.4%
19.4%
-
17.4%
TER
0.6%
0.6%
0.7%
0.7%
-
0.8%
AUM
₹8,062 Cr
₹8,062 Cr
₹34,780 Cr
₹34,780 Cr
-
₹22,012 Cr
INFO
1.20
1.20
1.20
1.20
-
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 31st Aug
Top holdings
Treps
5.0%
CRISIL Ltd
3.6%
Sundaram Finance Ltd
3.0%
Shree Cement Ltd
3.0%
HDB Financial Services Ltd
2.7%
Torrent Power Ltd
2.6%
Mahindra & Mahindra Financial Services Ltd
2.6%
Schaeffler India Ltd
2.6%
JK Cement Ltd
2.4%
The Federal Bank Ltd
2.4%
Top industry exposure
Financial Services
25.8%
Consumer Cyclical
17.6%
Basic Materials
13.0%
Industrials
11.0%
Healthcare
9.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
38%
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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