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

SBI Midcap IDCW Reinvest Direct Plan

NAV
₹147.6945
+0.37%
(23 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
In beta. Send feedback here.
Compare with other fund
1Y
+11.3%
+11.3%
+5.3%
+5.3%
+3.9%
-1.7%
3Y
+29.9%
+29.9%
+27.3%
+27.3%
+22.6%
+17.3%
5Y
+29.9%
+29.9%
+30.8%
+30.8%
+26.0%
+26.0%
ALL
+21.2%
+21.2%
+21.0%
+21.0%
+17.1%
+14.4%
VOL
17.6%
17.6%
17.2%
17.2%
-
17.4%
TER
0.5%
0.5%
0.7%
0.7%
-
0.9%
AUM
₹8,518 Cr
₹8,518 Cr
₹84,855 Cr
₹84,855 Cr
-
₹22,209 Cr
INFO
1.20
1.20
1.22
1.22
-
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 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
• 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

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