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

SBI Midcap IDCW Reinvest Direct Plan

NAV
₹146.9647
+0.70%
(16 Sep)
AUM
22,012 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
-0.2%
-0.7%
-0.7%
-4.5%
-5.7%
3Y
+23.2%
+22.5%
+22.5%
+17.5%
+15.8%
5Y
NA
NA
NA
+23.4%
+25.7%
ALL
NA
NA
NA
+19.3%
+14.5%
VOL
14.6%
14.6%
14.6%
17.0%
17.4%
TER
0.6%
0.6%
0.6%
0.9%
0.8%
AUM
₹1,818 Cr
₹1,818 Cr
₹1,818 Cr
₹11,668 Cr
₹22,012 Cr
INFO
0.00
0.00
0.00
1.14
0.83
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 Aug
Top holdings
Treps
5.0%
CRISIL Ltd
3.6%
Sundaram Finance Ltd
3.0%
Shree Cement Ltd
3.0%
HDB Financial Services Ltd
2.7%
Torrent Power Ltd
2.6%
Mahindra & Mahindra Financial Services Ltd
2.6%
Schaeffler India Ltd
2.6%
JK Cement Ltd
2.4%
The Federal Bank Ltd
2.4%
Top industry exposure
Financial Services
25.8%
Consumer Cyclical
17.6%
Basic Materials
13.0%
Industrials
11.0%
Healthcare
9.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
38%
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