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

SBI Midcap Growth Direct Plan

NAV
₹259.5495
+0.28%
(20 Oct)
AUM
22,209 Cr
TER
0.86%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.9%
+7.2%
+5.3%
+0.5%
-1.6%
-4.2%
3Y
+30.1%
+27.1%
+27.3%
+22.4%
+27.6%
+17.1%
5Y
+30.2%
NA
+30.9%
+26.3%
+35.2%
+26.3%
ALL
+22.0%
+26.9%
+21.2%
+17.2%
+23.8%
+21.6%
VOL
16.0%
14.7%
15.7%
-
17.6%
15.2%
TER
0.5%
0.5%
0.7%
-
0.7%
0.9%
AUM
₹8,518 Cr
₹3,731 Cr
₹84,855 Cr
-
₹34,749 Cr
₹22,209 Cr
INFO
1.38
1.83
1.35
-
1.35
1.42
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 (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 30th Sep
Top holdings
Treps
5.6%
CRISIL Ltd
3.2%
Shree Cement Ltd
3.0%
Sundaram Finance Ltd
3.0%
Mahindra & Mahindra Financial Services Ltd
2.8%
Schaeffler India Ltd
2.8%
Torrent Power Ltd
2.6%
HDB Financial Services Ltd
2.5%
Bharat Forge Ltd
2.5%
The Federal Bank Ltd
2.3%
Top industry exposure
Financial Services
25.6%
Consumer Cyclical
18.1%
Basic Materials
11.9%
Industrials
11.3%
Healthcare
8.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
38%
Lock-in period
-
Exit load
• 0.25% for redemption within 30 days
• 0.1% for redemption between 30 to 90 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