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

SBI Midcap Growth Direct Plan

NAV
₹250.9870
+0.24%
(11 Aug)
AUM
22,547 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+16.2%
+6.3%
+3.9%
+3.8%
+0.1%
-3.1%
3Y
+29.1%
+26.1%
+26.4%
+29.6%
+21.3%
+16.4%
5Y
+30.4%
+31.2%
+30.6%
+35.1%
+26.5%
+26.6%
ALL
+21.9%
+22.2%
+21.1%
+23.8%
+16.8%
+21.6%
VOL
16.0%
16.9%
15.8%
17.7%
-
15.3%
TER
0.6%
0.4%
0.8%
0.7%
-
0.8%
AUM
₹7,802 Cr
₹10,988 Cr
₹84,061 Cr
₹33,609 Cr
-
₹22,547 Cr
INFO
1.37
1.31
1.34
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 31st Jul
Top holdings
CRISIL Ltd
3.7%
Treps
3.4%
Sundaram Finance Ltd
3.1%
Shree Cement Ltd
3.1%
Tata Elxsi Ltd
2.8%
Torrent Power Ltd
2.7%
Schaeffler India Ltd
2.7%
Mahindra & Mahindra Financial Services Ltd
2.6%
Biocon Ltd
2.4%
The Federal Bank Ltd
2.4%
Top industry exposure
Financial Services
25.2%
Consumer Cyclical
17.5%
Basic Materials
11.8%
Industrials
11.5%
Healthcare
9.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
41%
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