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 Jan
Top holdings
Torrent Power Ltd
4.0%
Bharat Heavy Electricals Ltd
3.5%
Sundaram Finance Ltd
3.5%
The Federal Bank Ltd
3.5%
CRISIL Ltd
3.4%
AIA Engineering Ltd
3.2%
Mahindra & Mahindra Financial Services Ltd
3.2%
Bharat Forge Ltd
2.9%
Shree Cement Ltd
2.7%
Biocon Ltd
2.6%
Top industry exposure
Financial Services
27.8%
Industrials
15.1%
Consumer Cyclical
14.2%
Basic Materials
11.0%
Healthcare
6.9%
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.