SA
Sohini AndaniFund Manager Since 1 Jul 2010
EquityMid-Cap
SBI Midcap Fund Regular Growth
3Y Annualised
14.72%
0.30% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.78%
0.30% 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 1 months
NIFTY 50
7 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹23247.37 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 Regular Growth
SBI Midcap Fund Regular Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 21 years, having been launched on 2005-03-29. SBI Midcap Fund Regular Growth has ₹23247.37 Cr worth of assets under management (AUM) as of Sat May 30 2026. The latest Net Asset Value (NAV) of SBI Midcap Fund Regular Growth as of Tue May 19 2026 is ₹234.4694. The fund has an expense ratio of 1.62%, which is medium comparable to most other Equity funds.
SBI Midcap Fund Regular Growth returns for the last 1 year are 0.26%. Since launch, it has delivered 16.09% average annual returns.
The SBI Midcap Fund Regular Growth has the majority of its money invested in Industrials, Utilities, Financial Services, Basic Materials, Healthcare sectors.
Top 5 Holdings of SBI Midcap Fund Regular Growth.
- Bharat Heavy Electricals Ltd: 3.79%
- Torrent Power Ltd: 3.73%
- Adani Energy Solutions Ltd: 3.49%
- CRISIL Ltd: 3.08%
- AIA Engineering Ltd: 2.88%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2005-03-29 |
| 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 Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
