SBI Midcap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Mid Cap funds is 82.60% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -3.44% | 1.15% |
| 2 Year Return | 22.39% | 14.53% |
| 3 Year Return | 72.93% | 40.78% |
| 4 Year Return | 159.79% | 68.09% |
| 5 Year Return | 232.39% | 82.60% |
| 6 Year Return | 165.17% | 138.43% |
| 7 Year Return | 251.34% | 178.44% |
| Expense Ratio | 0.68% | - |
Minimum Purchase: ₹5,000
Exit Load: For exit within 30 days from the date of allotment - 0.25 %. For exit after 30 days and within 90 days from the date of allotment - 0.10% For exit after 90 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
SBI Midcap Fund - Direct Plan is managed by SBI and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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