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SBI MIDCAP FUND - REGULAR PLAN - GROWTH
Invest Now
Fund Manager: Ms. Sohini Andani, Mr. Pradeep Kesavan, Bhavin Vithlani, |
Equity: Mid Cap |
NIFTY Midcap 150 TRI
NAV as on 06-08-2025
AUM as on 30-06-2025
Rtn ( Since Inception )
16.54%
Inception Date
Mar 29, 2005
Expense Ratio
1.66%
Fund Status
Open Ended Scheme
Min. Investment
5,000
Min. Topup
1,000
Min. SIP Amount
500
Risk Status
very high
Investment Objective : To provide investors with opportunities forlong-term growth in capital along with theliquidity of an open-ended scheme byinvesting predominantly in a well diversifiedbasket of equity stocks of Midcapcompanies.
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 1.65 | -0.12 | -1.37 | 16.15 | 26.03 | 13.69 |
| NIFTY MIDCAP 150 TRI | 7.66 | 6.96 | 2.93 | 23.26 | 29.42 | 17.33 |
| Equity: Mid Cap | 8.12 | 6.62 | 3.05 | 21.1 | 26.4 | 15.01 |
| Rank within Category | 29 | 29 | 25 | 24 | 13 | 17 |
| Number of Funds within Category | 30 | 29 | 29 | 25 | 24 | 20 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| SBI MIDCAP FUND - REGULAR PLAN - GROWTH | 2,326.9 | 1.66 | -1.37 | 16.15 | 26.03 | 13.69 |
| Invesco India Midcap Fund - Growth Option | 740.59 | 1.78 | 17.2 | 27.7 | 28.62 | 17.14 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 345.42 | 1.87 | 9.15 | 0.0 | 0.0 | 0.0 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 1,098.82 | 1.69 | 8.82 | 24.92 | 30.11 | 16.86 |
| Kotak Midcap Fund - Regular Plan - Growth | 5,710.2 | 1.4 | 7.57 | 21.91 | 28.41 | 17.06 |
| PGIM India Midcap Fund - Regular Plan - Growth Option | 1,164.02 | 1.69 | 6.32 | 14.25 | 25.78 | 14.3 |
| HSBC Midcap Fund - Regular Growth | 1,214.6 | 1.71 | 6.21 | 23.35 | 24.87 | 15.22 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 1,281.81 | 1.73 | 6.18 | 23.51 | 27.54 | 13.96 |
| Axis Midcap Fund - Regular Plan - Growth | 3,191.38 | 1.56 | 5.74 | 18.31 | 22.5 | 14.83 |
| ICICI Prudential MidCap Fund - Growth | 682.44 | 1.86 | 5.63 | 22.01 | 27.57 | 14.41 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 14.92 | 4.98 | 33.49 | -17.98 | 0.07 | 30.45 | 52.25 | 3.04 | 34.46 | -3.87 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Equity: Mid Cap | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.