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

SBI Midcap Growth Direct Plan

NAV
₹243.0054
-2.51%
(19 Mar)
AUM
23,154 Cr
TER
0.86%
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
+10.6%
+10.5%
+10.3%
+9.1%
+6.0%
+0.4%
3Y
+25.8%
+26.0%
+24.9%
+25.0%
+20.3%
+15.9%
5Y
+20.4%
NA
+21.4%
+21.2%
+17.0%
+16.6%
ALL
+20.1%
+20.3%
+17.7%
+20.8%
+14.9%
+17.8%
VOL
16.0%
14.7%
16.8%
16.8%
-
15.1%
TER
0.5%
0.6%
0.7%
0.5%
-
0.9%
AUM
₹10,772 Cr
₹4,695 Cr
₹43,983 Cr
₹14,355 Cr
-
₹23,154 Cr
INFO
1.25
1.38
1.06
1.24
-
1.18
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 28th Feb
Top holdings
Treps
5.8%
Torrent Power Ltd
3.9%
Bharat Heavy Electricals Ltd
3.4%
CRISIL Ltd
3.2%
Sundaram Finance Ltd
3.2%
Supreme Industries Ltd
3.1%
Mahindra & Mahindra Financial Services Ltd
3.1%
Bharat Forge Ltd
3.0%
Max Financial Services Ltd
2.8%
AIA Engineering Ltd
2.8%
Top industry exposure
Financial Services
25.7%
Industrials
15.9%
Consumer Cyclical
14.1%
Basic Materials
9.7%
Utilities
6.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
45%
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