SBI Midcap Fund Direct growth

Equity • Mid Cap • Direct growth

Top rated fund from 207 Mid-Cap
Top rated fund

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₹1,000 invested for 5 years

Fund Info

Equity

Mid Cap

Direct growth

Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹257.88
-0.5775% (-1.40)
AUM
₹22,547 Cr
Expense ratio
0.84%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 1Y

1%

If units sold after 1Y

0%

Distribution

Asset split
Market capital
Equity94.48%
Cash5.52%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

27.33%
Consumer Cyclical

Consumer Cyclical

18.58%
Basic Materials

Basic Materials

13.81%
Industrials

Industrials

11.69%
Healthcare

Healthcare

10.03%

Fund House

SBI

SBI

Inc: 01 Jan 1991 • Total AUM: ₹7,96,521 Cr • Rank #1
SBI Mutual Fund, started in 1987, has State Bank of India as its sponsors. The fund house is headed by Shamsher Singh as the CEO. As of 31 March 2024, it has an AUM of ₹9,64,182 Cr. It functions under the holding company AMUNDI Asset Management.

Fund Managers

Bhavin Vithlani

Experience: 3.72 yrs • Total AUM: 1,64,295 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.