SBI Midcap Fund Regular Growth

• Alpha 2.01%
• Beta 0.98
• Sharpe Ratio0.62
• Std Deviation 13.11%
• Tracking Error 4.88%

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.

The SBI Midcap Fund Regular Growth has an AUM of 22208.64 crores & has delivered CAGR of 24.38% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.67%. The minimum investment in SBI Midcap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Treps, Crisil, Shree Cement & Sundaram Finance.

The major sectors where the fund is invested are Construction - Raw Materials, Construction Services, Consumer Financial Services & Misc. Capital Goods.

Some of the similar funds are Motilal Oswal Midcap Regular Growth, Mirae Asset Midcap Fund Regular Growth, Axis Midcap Fund Growth, SBI Midcap Fund Regular Growth, DSP Midcap Fund Growth. SBI Midcap Fund Regular Growth has a sharpe ratio of 0.62 & a standard deviation of 13.11%.