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

SBI Midcap IDCW Reinvest Direct Plan

NAV
₹143.8679
+1.06%
(1 Sep)
AUM
22,547 Cr
TER
0.84%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) 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
+10.1%
+10.1%
+3.2%
+3.2%
-2.5%
-5.8%
3Y
+28.4%
+28.4%
+29.2%
+29.2%
+20.7%
+15.5%
5Y
+29.5%
+29.5%
+34.1%
+34.1%
+26.0%
+26.6%
ALL
+21.1%
+21.1%
+23.2%
+23.2%
+16.6%
+14.3%
VOL
17.7%
17.7%
19.5%
19.5%
-
17.5%
TER
0.6%
0.6%
0.7%
0.7%
-
0.8%
AUM
₹7,802 Cr
₹7,802 Cr
₹33,609 Cr
₹33,609 Cr
-
₹22,547 Cr
INFO
1.19
1.19
1.19
1.19
-
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 Jul
Top holdings
CRISIL Ltd
3.7%
Treps
3.4%
Sundaram Finance Ltd
3.1%
Shree Cement Ltd
3.1%
Tata Elxsi Ltd
2.8%
Torrent Power Ltd
2.7%
Schaeffler India Ltd
2.7%
Mahindra & Mahindra Financial Services Ltd
2.6%
Biocon Ltd
2.4%
The Federal Bank Ltd
2.4%
Top industry exposure
Financial Services
25.2%
Consumer Cyclical
17.5%
Basic Materials
11.8%
Industrials
11.5%
Healthcare
9.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
40%
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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