
SBI Midcap Fund(G)-Direct Plan
+15.44%
5Y annualised
+15.44%
5Y annualised
+0.22% 1D
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Buy, Hold or Sell?
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NAV : 27 Aug 2026
₹277.62
Min. SIP amount
₹500
Fund size (AUM)
24353 Cr
Expense ratio
0.86%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 27 Aug 2026
₹277.62
Min. SIP amount
₹500
Fund size (AUM)
24353 Cr
Expense ratio
0.86%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
8.87%
Mid Cap
73.03%
Small Cap
13.38%
Others
4.72%
Sector Allocation
Healthcare
17.42%
Automobile & Ancillaries
12.02%
Finance
10.43%
Bank
6.20%
Construction Materials
5.10%
Power
4.96%
Capital Goods
4.48%
Fmcg
4.08%
Others
34.20%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.25% on or before 30D, 0.10% after 30D but before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Bhavin Vithlani
Present
Similar/Peer Fund Comparison
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FAQs
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