SBI Midcap Fund Regular Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹24,518.32 Cr
Expense Ratio
1.80%
Exit Load
0.25%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
29 Mar 2005
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.86% | -- |
| 3 Months | -5.45% | -- |
| 6 Months | +2.26% | -- |
| 1 Year | +0.22% | +0.22% |
| 2 Years | -- | -2.9% |
| 3 Years | +26.96% | +8.28% |
| 5 Years | +65.96% | +10.66% |
| Since Launch | +2195.79% | +15.66% |
Holdings as on 13 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| CRISIL Ltd | 819.71 | 3.34 |
| Multi Commodity Exchange Of India | 748.00 | 3.05 |
| Torrent Power | 729.06 | 2.97 |
| Supreme Industries | 711.80 | 2.90 |
| Bharat Heavy Electricals | 663.98 | 2.71 |
| Biocon | 642.67 | 2.62 |
| Federal Bank | 642.06 | 2.62 |
| Sundaram Finance | 632.45 | 2.58 |
| FSN E-Commerce Ventures Ltd | 629.19 | 2.57 |
| ICICI Lombard General Insurance Company Ltd | 626.76 | 2.56 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.21
Sharpe Ratio
16.24%
Std. Deviation
4.88%
Tracking Error
2.01%
Alpha
0.98
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal Midcap Regular Growth | -4.01% | +16.3% | +18.01% |
| Axis Midcap Fund Growth | +2.44% | +14.01% | +10.45% |
| Mirae Asset Midcap Fund Regular Growth | +0.94% | +12.36% | +12.04% |
| SBI Midcap Fund Regular Growth | +0.22% | +8.28% | +10.66% |
| DSP Midcap Fund Growth | -2.21% | +10.82% | +8.48% |
Results are calculated on CAGR basis
About Fund
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 24518.32 crores & has delivered CAGR of 10.66 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.80%. 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 & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include CRISIL Ltd, Multi Commodity Exchange Of India, Torrent Power, Supreme Industries.
The major sectors where the fund is invested are Biotechnology & Drugs, Chemical Manufacturing, Business Services, Consumer Financial Services.
Some of the similar funds are Motilal Oswal Midcap Regular Growth, Axis Midcap Fund Growth, Mirae Asset Midcap Fund Regular Growth, SBI Midcap Fund Regular Growth, DSP Midcap Fund Growth. SBI Midcap Fund Regular Growth has a sharpe ratio of 0.21 & a standard deviation of 16.24%.
FAQs
According to the morning star rating SBI Midcap Fund Regular Growth has a Medium risk & High return.
SBI Midcap Fund Regular Growth is managed by Bhavin Vithlani.
The expense ratio of SBI Midcap Fund Regular Growth is 1.80%.
The 5 year annualized return on SBI Midcap Fund Regular Growth is 10.66% & it has generated 0.22% in the last 1 year.
The minimum investment in SBI Midcap Fund Regular Growth is 5000 Rs.
SBI Midcap Fund Regular Growth has an AUM of 24518.32 crores.
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