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SBI Mid Cap Direct Plan Growth
+15.64%
3Y annualised
-0.31% 1D
NAV: 18 May '26
₹263.79
Min. for SIP
₹500
Fund size (AUM)
₹23,247.37 Cr
Expense ratio
0.85%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,109 | +1.85% | |
| 3 years | ₹1,80,000 | ₹2,00,017 | +11.12% | |
| 5 years | ₹3,00,000 | ₹4,09,043 | +36.35% | |
| 10 years | ₹6,00,000 | ₹14,18,701 | +136.45% |
Holdings (54)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 3.79% |
| Torrent Power Ltd. | Energy | Equity | 3.73% |
| Adani Energy Solutions Ltd. | Energy | Equity | 3.49% |
| Crisil Ltd. | Services | Equity | 3.08% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 2.88% |
| Supreme Industries Ltd. | Chemicals | Equity | 2.80% |
| Sundaram Finance Ltd. | Financial | Equity | 2.63% |
| Shree Cement Ltd. | Construction | Equity | 2.60% |
| Biocon Ltd. | Healthcare | Equity | 2.41% |
| The Federal Bank Ltd. | Financial | Equity | 2.22% |
| Bharat Forge Ltd. | Automobile | Equity | 2.19% |
| HDB Financial Services Ltd. | Financial | Equity | 2.12% |
| Pine Labs Ltd. | Financial | Equity | 2.08% |
| Lupin Ltd. | Healthcare | Equity | 2.08% |
| State Bank of India | Financial | Equity | 2.07% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 2.05% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 2.05% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 1.99% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 1.99% |
| Oberoi Realty Ltd. | Construction | Equity | 1.94% |
| Berger Paints India Ltd. | Chemicals | Equity | 1.91% |
| Urban Company Ltd. | Consumer Staples | Equity | 1.90% |
| L&T Technology Services Ltd. | Technology | Equity | 1.87% |
| Max Financial Services Ltd. | Financial | Equity | 1.84% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.80% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 1.74% |
| Page Industries Ltd. | Textiles | Equity | 1.67% |
| Indus Towers Ltd. | Communication | Equity | 1.66% |
| Siemens Ltd. | Capital Goods | Equity | 1.64% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.62% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.60% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 1.60% |
| Thermax Ltd. | Capital Goods | Equity | 1.58% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.57% |
| JSW Energy Ltd. | Capital Goods | Equity | 1.52% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.52% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.48% |
| Star Health and Allied Insurance Company Ltd. | Insurance | Equity | 1.43% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 1.36% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.28% |
| Sundram Fasteners Ltd. | Capital Goods | Equity | 1.27% |
| Hatsun Agro Product Ltd. | Consumer Staples | Equity | 1.24% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 1.21% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.20% |
| PI Industries Ltd. | Chemicals | Equity | 1.18% |
| JK Cement Ltd. | Construction | Equity | 1.14% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 1.06% |
| The India Cements Ltd. | Construction | Equity | 1.02% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.99% |
| Reserve Bank of India | Financial | T-Bills | 0.64% |
| Reserve Bank of India | Financial | T-Bills | 0.42% |
| Jubilant FoodWorks Ltd. | Services | Futures | 0.29% |
| Reserve Bank of India | Financial | T-Bills | 0.13% |
| Manpasand Beverages Ltd. | Consumer Staples | Equity | -- |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +15.6% | +17.0% | +15.1% | +18.2% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 37 | 21 | 18 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +12.96% | +26.88% | 5,293.04 | |
Edelweiss Mid Cap Direct Plan Growth | +8.54% | +25.85% | 15,910.69 | |
Nippon India Growth Mid Cap Fund Direct Growth | +8.82% | +25.33% | 45,820.33 | |
Sundaram Mid Cap Fund Direct Growth | +7.11% | +24.19% | 13,378.01 | |
HDFC Mid Cap Fund Direct Growth | +6.19% | +23.46% | 94,744.72 | |
| Compare | ||||
Fund management
BVBhavin VithlaniApr 2024 - PresentView details
BV
Bhavin Vithlani
Apr 2024 - Present
View details
PKPradeep KesavanDec 2023 - PresentView details
PK
Pradeep Kesavan
Dec 2023 - Present
View details
About SBI Mid Cap Direct Plan Growth
SBI Mid Cap Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Bhavin Vithlani is the Current Fund Manager of SBI Mid Cap Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,55,465 Cr and the Latest NAV as of 18 May 2026 is ₹263.79.
The SBI Mid Cap Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
;
Investment Objective
The scheme aims 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.
Fund benchmarkNIFTY Midcap 150 Total Return Index
Fund house
Rank (total assets)#1 in India
Total AUM₹12,55,465.12 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,