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16384
6051
SBI Midcap Fund - Direct (G)
12.86
5.89
15.07
0.46
0.91
4.23
7.19
18.30
7
2.02
15.07
SBI Midcap Fund - Direct (G)
2.02
15.07
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    274.46

    31 Jul 2026

  • 0.16%

     1 Day

  • 12.86%

    3Y CAGR returns

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  • ₹ 500

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 1.06%

    Expense Ratio

  • 3

     Rating

  • 24,127 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 31 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 5.89%
  • 12.86%
  • 15.07%
  • 18.30

Scheme Allocation

By Holding By Sector By Asset
2.93%
2.92%
2.86%
2.84%
2.74%
85.71%
View All

Advance Ratio

  • -3.64Alpha
  • 4.59SD
  • 0.84Beta
  • 0.54Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 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
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

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 Managers

Bhavin Vithiani

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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More Funds from SBI Mutual Fund

6051
  • Fund Name

AMC Contact Details

  • Address :
  • 9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
    • Contact :
    • +91022-61793000
    • Email ID :
    • customer.delight@sbimf.com
Mutual Fund by Category
Equity Debt Hybrid

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