SBI Mutual FundMid CapVery High Risk

SBI Midcap Fund - Direct Plan - Growth

Current NAV₹264.93as of 30/5/2026

AUM2.32 Lac Cr

AUM

2.32 Lac Cr

Expense Ratio

1.62%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

2 January 2013

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 14.71 | Sharpe Ratio: 0.61

Fund Manager & Key Metrics

Fund ManagerBhavin Vithlani; Pradeep Kesavan(2.5 years yrs)

Volatility14.71

Sharpe Ratio0.61

Portfolio Turnover33%

BenchmarkNifty Midcap 150 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 93.08% | T-Bills: 1.19% | Futures: 0.29%

Investment Objective

Aims to provide capital appreciation by investing in Mid Cap securities

Top Holdings

As of 25-May-2026

1. Bharat Heavy Electricals Ltd.3.79%

2. Torrent Power Ltd.3.73%

3. Adani Energy Solutions Ltd.3.49%

4. Crisil Ltd.3.08%

5. AIA Engineering Ltd.2.88%

6. Supreme Industries Ltd.2.8%

7. Sundaram Finance Ltd.2.63%

8. Shree Cement Ltd.2.6%

9. Biocon Ltd.2.41%

10. The Federal Bank Ltd.2.22%

Overview

SBI Midcap Fund - Direct Plan - Growth investment objective and strategy

SBI Midcap Fund - Direct Plan - Growth ka main objective hai long-term capital appreciation. Ye fund mid-cap stocks mein invest karta hai, jo growth potential rakhte hain. Is fund mein aapko equity allocation milega, jo ki volatility ke saath high returns ki umeed deta hai. Isliye ye fund un investors ke liye sahi hai jo higher risk uthana chahte hain aur apne capital ko badhana chahte hain. Agar aap long-term invest karne ka soch rahe hain, to ye fund aapke liye ek accha option ho sakta hai. Chaliye, ab is fund ke returns ko dekhte hain.

Performance & Analysis

SBI Midcap Fund - Direct Plan - Growth ke returns – 1, 3, 5 saal ke aankde

SBI Midcap Fund - Direct Plan - Growth ka performance kaafi interesting hai. Aayiye isse benchmark Nifty Midcap 150 TRI se compare karte hain:

Time Period	Fund Returns (%)	Benchmark Returns (%)
1 Year	1.71	X% (data not available)
3 Years	15.45	X% (data not available)
5 Years	16.58	X% (data not available)

Dekha jaye to, fund ne pichle 3 saal mein accha perform kiya hai, jahan 15.45% ka return mila. Iske 5 saal ke return bhi impressive hain, 16.58% tak. Aise returns se ye fund consistent raha hai aur volatility ko manage karne mein bhi achha kiya hai. Fund ke manager, Bhavin Vithlani aur Pradeep Kesavan, ki contribution in returns mein kaafi significant hai. Unka experience aur investment strategies ne fund ko acha position di hai. Lekin, kya 1 saal ka return aapko convince karta hai? Kyunki ye kaafi low hai (1.71%), investors ko chinta ho sakti hai. Aapko yeh dekhna padega ki aapka investment horizon kya hai. Ab hum is fund ke portfolio breakdown ko dekhte hain.

SBI Midcap Fund - Direct Plan - Growth portfolio breakdown for investors

SBI Midcap Fund - Direct Plan - Growth ka portfolio kaafi diversified hai, jo long-term growth ke liye important hai. Fund ke top 5 holdings yeh hain: 1. Bharat Heavy Electricals Ltd. (3.79%) 2. Torrent Power Ltd. (3.73%) 3. Adani Energy Solutions Ltd. (3.49%) 4. Crisil Ltd. (3.08%) 5. AIA Engineering Ltd. (2.88%) Ye holdings fund ki overall strategy ke sath achhe se align karti hain. Iske alawa, fund ki sector allocation bhi kaafi balanced hai, jo ki investors ko market volatility se bachati hai. Ye fund un investors ke liye hai jo long-term growth ki talash mein hain aur portfolio diversification pe focus karna chahte hain. Ab chaliye is fund ke risk level aur volatility ke bare mein jaante hain.

SBI Midcap Fund - Direct Plan - Growth – risk level aur volatility

Is fund ka riskometer "Very High" hai, jo dikhata hai ki ismein investment karna relatively risky hai. Iska matlab ye hai ki market ke fluctuations ke sath returns bhi kaafi volatile ho sakte hain. Agar aap ek conservative investor hain, to shayad ye fund aapke liye nahi hai. Risk ka assessment karne ke liye, investors ko fund ke Sharpe ratio ko bhi dekhna chahiye (agar available ho). Fund ka expense ratio 1.62% hai, jo ki mid-cap category mein average hai. Ye fund un logon ke liye suitable hai jo high growth potential ke sath sath higher risk lene ke liye tayyar hain. Ab chalte hain long-term investment outlook ke taraf.

Who Should Invest?

SBI Midcap Fund - Direct Plan - Growth long term investment outlook

SBI Midcap Fund - Direct Plan - Growth ka long-term investment outlook kaafi promising hai. Historically, mid-cap stocks ne consistent growth dikhayi hai aur market ke recovery phases mein achha perform kiya hai. Ye fund potential growth sectors mein invest karta hai, jisse aapko higher returns mil sakte hain. Updated in May 2026, aise sectors jaise renewable energy, infrastructure aur consumer goods mein focus kiya ja raha hai, jisme aane wale samay mein growth ki umeed hai. Aapko ye dhyan rakhna hoga ki market conditions aur economic factors bhi influence karte hain returns ko. Is fund mein aapka capital long-term ke liye lock ho sakta hai, isliye aapko apne investment horizon ko dhyan mein rakhna padega. Ab chaliye is fund ke fayde aur nuksan ko dekhte hain.

Pros & Cons

SBI Midcap Fund - Direct Plan - Growth – fayde aur nuksan

Pros:
1. Long-term growth potential.
2. Diversified portfolio across sectors.
3. Experienced fund managers.
4. High historical returns over 3-5 years.

Cons:
1. Very high risk level.
2. Low 1-year return may concern investors.
3. Higher expense ratio compared to some peers.

Frequently Asked Questions

SBI Midcap Fund - Direct Plan - Growth – aksar puche jaane wale sawaal (FAQs)

Kya SBI Midcap Fund - Direct Plan - Growth beginner investors ke liye sahi hai?: Nahi, ye fund beginners ke liye appropriate nahi hai kyunki iska risk level bahut high hai. Ye experienced investors ke liye behtar hai jo market volatility ko samajhte hain.
SIP se invest karne par kya returns mil sakte hain?: SIP se invest karne par historical returns kaafi accha rahe hain. Lekin, market volatility ko dhyan mein rakhte hue, returns fluctuate bhi kar sakte hain.
Kya is fund se tax benefits milte hain?: SBI Midcap Fund - Direct Plan - Growth ek equity mutual fund hai, isliye agar aap 1 saal se zyada hold karte hain, toh aapko long-term capital gains tax apply hoga.

Returns

Period	Fund Return (%)	Benchmark (Nifty Midcap 150 TRI) (%)
1 Year	1.71%	—
3 Years	15.45%	—
5 Years	16.58%	—
Since Launch	18.28%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 15.4%

Invested: ₹956k

Gains: ₹35322k

Total Invested

₹956245.48

Total Returns

+ ₹35321869.14

Maturity Value

₹36278114.62

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 15.4% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.