SBI Midcap Growth Plan
SIP amount
Regular plans not available on Kuvera
Lumpsum amount
Regular plans not available on Kuvera

SBI Midcap Growth Plan

NAV
₹238.0675
-0.68%
(11 Jul)
AUM
22,406 Cr
TER
1.66%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+16.8%
+7.7%
+7.1%
+6.6%
+2.1%
+1.7%
3Y
+32.7%
+30.6%
+31.5%
+33.2%
+25.6%
+20.8%
5Y
+32.1%
+34.2%
+33.0%
+36.9%
+28.8%
+28.5%
ALL
+22.1%
+22.6%
+21.5%
+24.1%
+17.6%
+16.9%
VOL
16.1%
16.9%
15.8%
17.7%
-
20.0%
TER
0.6%
0.4%
0.8%
0.7%
-
1.7%
AUM
₹7,406 Cr
₹10,028 Cr
₹79,718 Cr
₹33,053 Cr
-
₹22,406 Cr
INFO
1.38
1.33
1.36
1.36
-
0.85
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 - Reg (G)
₹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 May
Top holdings
Treps
5.9%
CRISIL Ltd
3.7%
Sundaram Finance Ltd
3.4%
Tata Elxsi Ltd
3.0%
Schaeffler India Ltd
3.0%
Shree Cement Ltd
3.0%
Torrent Power Ltd
2.9%
Max Healthcare Institute Ltd Ordinary Shares
2.8%
GlaxoSmithKline Pharmaceuticals Ltd
2.5%
Bharat Forge Ltd
2.5%
Top industry exposure
Financial Services
19.8%
Consumer Cyclical
19.5%
Healthcare
12.7%
Industrials
12.6%
Basic Materials
10.0%
Other information
Minimum SIP
Direct Only
Minimum lumpsum
Direct Only
Additional lumpsum
Direct Only
Portfolio turnover
39%
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