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

SBI Midcap Growth Direct Plan

NAV
₹262.5851
+0.93%
(12 Dec)
AUM
23,360 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
+7.0%
+4.9%
+4.5%
+1.6%
+0.2%
-2.1%
3Y
+27.9%
+25.4%
+26.6%
+26.2%
+21.3%
+17.1%
5Y
+26.7%
+26.7%
NA
+27.4%
+22.6%
+22.3%
ALL
+21.6%
+21.1%
+25.8%
+22.1%
+16.4%
+18.9%
VOL
15.9%
15.6%
14.5%
16.8%
-
15.1%
TER
0.5%
0.7%
0.6%
0.4%
-
0.9%
AUM
₹10,006 Cr
₹92,169 Cr
₹4,346 Cr
₹13,196 Cr
-
₹23,360 Cr
INFO
1.36
1.35
1.78
1.32
-
1.25
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 31st Oct
Top holdings
Treps
4.7%
Torrent Power Ltd
3.6%
CRISIL Ltd
3.4%
Mahindra & Mahindra Financial Services Ltd
3.1%
Sundaram Finance Ltd
3.0%
The Federal Bank Ltd
2.8%
Shree Cement Ltd
2.8%
Bharat Heavy Electricals Ltd
2.7%
Bharat Forge Ltd
2.6%
Schaeffler India Ltd
2.6%
Top industry exposure
Financial Services
25.6%
Consumer Cyclical
16.8%
Industrials
12.0%
Basic Materials
11.4%
Healthcare
9.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
37%
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