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

SBI Midcap IDCW Reinvest Direct Plan

NAV
₹145.0377
+0.74%
(22 Jan)
AUM
23,315 Cr
TER
0.84%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.0%
+10.0%
+7.7%
+7.7%
+7.5%
+2.4%
3Y
+26.5%
+26.5%
+26.3%
+26.3%
+21.3%
+17.8%
5Y
+22.6%
+22.6%
+24.2%
+24.2%
+20.1%
+19.9%
ALL
+20.1%
+20.1%
+21.4%
+21.4%
+15.7%
+13.9%
VOL
17.6%
17.6%
17.3%
17.3%
-
17.3%
TER
0.5%
0.5%
0.4%
0.4%
-
0.8%
AUM
₹10,296 Cr
₹10,296 Cr
₹13,650 Cr
₹13,650 Cr
-
₹23,315 Cr
INFO
1.14
1.14
1.24
1.24
-
0.81
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
43%
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