QUICK FUND SUMMARY
SBI Midcap Fund Growth is an equity mutual fund managing assets worth ₹24,353.77 Cr. The current NAV is ₹245.48 as of Aug 27. It has delivered a 5-year CAGR of 14.45%. Investors can start with a minimum SIP amount of ₹500. The fund primarily holds Crisil Ltd., Sundaram Finance Ltd., Shree Cement Ltd., Tata Elxsi Ltd. and Torrent Power Ltd..
SBI Midcap Fund Details
Fund Size | ₹24,353.77 Cr |
Type | Equity: Mid Cap |
Minimum Investment | ₹500 |
NAV (Aug 27) | ₹245.48 |
Plan Type | Regular |
Launch Date | 29 Mar 2005 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 1.8% |
Withdrawal Charge | Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days. |
SBI Midcap Fund Holdings
Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.
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SBI Midcap Fund Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
 SBI Midcap Fund | +8.36% | +12.49% | +14.45% |
 HDFC Mid Cap Fund | +11.23% | +18.82% | +20.16% |
 Motilal Oswal Midcap Fund | +2.95% | +20.80% | +22.60% |
 Nippon India Growth Mid Cap Fund | +11.35% | +20.10% | +19.14% |
Returns Calculator
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Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
₹739
Your Total Value could have reached:
₹4,339
SBI Midcap Fund Risk Indicator
The risk of the scheme is very high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on SBI Midcap Fund
SBI Midcap Fund is a Growth Equity mutual fund managed by SBI Mutual Fund. It follows a High Quality investment strategy. The fund is rated 37/100 on the CRISP scale.
The current NAV of SBI Midcap Fund is ₹245.48 as of Aug 27.
You can invest in SBI Midcap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for SBI Midcap Fund is ₹500.
The expense ratio of SBI Midcap Fund is 1.80%.
SBI Midcap Fund has an exit load as follows: exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
SBI Midcap Fund has a CRISP Score of 37/100, indicating Low consistency, relative risk within the acceptable range, investment style High on Quality factor. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.
Short-term capital gains (STCG) on SBI Midcap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.