SA
Sohini AndaniFund Manager Since 1 Jul 2010
EquityMid-Cap
SBI Midcap Fund Direct Growth
3Y Annualised
14.79%
-0.38% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-8.95%
-0.38% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years
NIFTY 50
7 years
FD
9 years 7 months
Fund info
Fund size
₹23154.23 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
For exit within 30 days from the date of allotment -0.25% For exit after 30 days and within 90 days from the date of allotment -0.10% • For exit after 90 days from the date of allotment - Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
About SBI Midcap Fund Direct Growth
SBI Midcap Fund Direct Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. SBI Midcap Fund Direct Growth has ₹23154.23 Cr worth of assets under management (AUM) as of Fri Apr 03 2026. The latest Net Asset Value (NAV) of SBI Midcap Fund Direct Growth as of Thu Apr 02 2026 is ₹237.1842. The fund has an expense ratio of 0.86%, which is medium comparable to most other Equity funds.
SBI Midcap Fund Direct Growth returns for the last 1 year are -3.10%. Since launch, it has delivered 17.55% average annual returns.
The SBI Midcap Fund Direct Growth has the majority of its money invested in Utilities, Industrials, Financial Services, Consumer Cyclical sectors.
Top 5 Holdings of SBI Midcap Fund Direct Growth.
- Torrent Power Ltd: 3.92%
- Bharat Heavy Electricals Ltd: 3.43%
- CRISIL Ltd: 3.21%
- Sundaram Finance Ltd: 3.21%
- Supreme Industries Ltd: 3.07%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Midcap Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from SBI Funds Management Ltd
SBI PSU Regular Growth
EquityEquity - Other
3Y CAGR
30.11%
expense ratio
1.82%
fund size
₹6545.08 Cr
SBI Infrastructure Fund Direct Growth
EquityEquity - Infrastructure
3Y CAGR
17.81%
expense ratio
1.04%
fund size
₹4645.50 Cr
SBI Children's Benefit Fund Direct Growth
AllocationChildren
3Y CAGR
12.13%
expense ratio
0.86%
fund size
₹133.79 Cr
SBI Flexicap Fund Regular Growth
EquityFlexi Cap
3Y CAGR
10.26%
expense ratio
1.66%
fund size
₹23297.45 Cr
SBI S&P BSE Sensex ETF
EquityLarge-Cap
3Y CAGR
8.76%
expense ratio
0.04%
fund size
₹121592.96 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
