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

SBI Midcap IDCW Reinvest Direct Plan

NAV
₹148.1756
-0.03%
(12 Jan)
AUM
23,315 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 below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+8.2%
+8.2%
+7.7%
+7.7%
+5.8%
+2.2%
3Y
+27.3%
+27.3%
+27.3%
+27.3%
+22.0%
+18.2%
5Y
NA
NA
+23.6%
+23.6%
+20.1%
+19.9%
ALL
+24.7%
+24.4%
+20.5%
+20.5%
+15.9%
+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
-
₹23,315 Cr
INFO
1.71
1.69
1.17
1.17
-
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 31st Dec
Top holdings
Bharat Heavy Electricals Ltd
3.7%
Torrent Power Ltd
3.6%
Treps
3.5%
Sundaram Finance Ltd
3.4%
Mahindra & Mahindra Financial Services Ltd
3.3%
AIA Engineering Ltd
3.1%
The Federal Bank Ltd
3.1%
CRISIL Ltd
3.1%
Bharat Forge Ltd
2.8%
Shree Cement Ltd
2.6%
Top industry exposure
Financial Services
25.0%
Consumer Cyclical
15.0%
Industrials
14.0%
Basic Materials
11.0%
Healthcare
6.5%
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