
SBI Midcap Fund(G)-Direct Plan
+13.67%
5Y annualised
+13.67%
5Y annualised
-2.38% 1D
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Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 15 Sep 2026
₹263.71
Min. SIP amount
₹500
Fund size (AUM)
24518 Cr
Expense ratio
0.86%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 15 Sep 2026
₹263.71
Min. SIP amount
₹500
Fund size (AUM)
24518 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
7.96%
Mid Cap
73.54%
Small Cap
14.89%
Others
3.60%
Sector Allocation
Healthcare
10.28%
Automobile & Ancillaries
9.29%
Finance
8.55%
Chemicals
7.20%
Insurance
6.97%
Capital Goods
6.16%
Power
6.05%
Domestic Equities
5.52%
Others
39.98%
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
HSBC Midcap Fund(G)-Direct Plan
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FAQs
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