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SBI Mid Cap Direct Plan Growth
+13.97%
3Y annualised
+0.17% 1D
NAV: 05 Jun '26
₹262.15
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 | ₹60,783 | +1.31% | |
| 3 years | ₹1,80,000 | ₹1,96,803 | +9.34% | |
| 5 years | ₹3,00,000 | ₹4,02,475 | +34.16% | |
| 10 years | ₹6,00,000 | ₹14,02,374 | +133.73% |
Holdings (57)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 5.87% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 3.79% |
| Torrent Power Ltd | Energy & Utilities | Equity | 3.73% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 3.49% |
| Crisil Ltd | Industrials | Equity | 3.08% |
| AIA Engineering Ltd | Industrials | Equity | 2.88% |
| Supreme Industries Ltd | Materials | Equity | 2.80% |
| Sundaram Finance Ltd | Financial | Equity | 2.63% |
| Shree Cement Ltd | Materials | Equity | 2.60% |
| Biocon Ltd | Healthcare | Equity | 2.41% |
| The Federal Bank Ltd | Financial | Equity | 2.22% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.19% |
| HDB FINANCIAL SERVICES LIMITED EQ | Financial | Equity | 2.12% |
| Pine Labs Ltd. | Technology | Equity | 2.08% |
| Lupin Ltd | Healthcare | Equity | 2.08% |
| State Bank of India | Financial | Equity | 2.07% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 2.05% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 2.05% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 1.99% |
| Grindwell Norton Ltd | Materials | Equity | 1.99% |
| Oberoi Realty Ltd | Real Estate | Equity | 1.94% |
| Berger Paints India Ltd | Materials | 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 | Industrials | Equity | 1.74% |
| Page Industries Ltd | Consumer Discretionary | Equity | 1.67% |
| Indus Towers Ltd | Technology | Equity | 1.66% |
| Siemens Ltd | Diversified | Equity | 1.64% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 1.62% |
| Schaeffler India Ltd | Industrials | Equity | 1.60% |
| Carborundum Universal Ltd | Materials | Equity | 1.60% |
| Thermax Ltd | Industrials | Equity | 1.58% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.57% |
| JSW Energy Ltd | Energy & Utilities | Equity | 1.52% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.52% |
| Dalmia Bharat Ltd | Materials | Equity | 1.48% |
| Star Health & Allied Insurance Co. Ltd | Financial | Equity | 1.43% |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | Equity | 1.36% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.28% |
| Sundram Fasteners Ltd | Industrials | Equity | 1.27% |
| Hatsun Agro Products Ltd | Consumer Staples | Equity | 1.24% |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | Equity | 1.21% |
| Solar Industries India Ltd | Materials | Equity | 1.20% |
| PI Industries Ltd | Materials | Equity | 1.18% |
| JK Cement Ltd | Materials | Equity | 1.14% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 1.06% |
| The India Cements Ltd | Materials | Equity | 1.02% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 0.99% |
| GOVERNMENT OF INDIA 36789 182 DAYS TBILL 04JU26 FV RS 100 | Financial | Treasury Bills | 0.64% |
| GOVERNMENT OF INDIA 37410 091 DAYS TBILL 30JL26 FV RS 100 | Financial | Treasury Bills | 0.42% |
| Jubilant Foodworks Ltd. 26-MAY-26 | Consumer Discretionary | Futures | 0.29% |
| GOVERNMENT OF INDIA 36714 364 DAYS TBILL 19NV26 FV RS 100 | Financial | Treasury Bills | 0.13% |
| Cash Margin | Unspecified | Cash Margin | 0.01% |
| Manpasand Beverages Ltd | Consumer Staples | Equity | -- |
| Net Payables | Unspecified | Net Payables | -0.44% |
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 | +14.0% | +15.8% | +14.7% | +18.1% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 37 | 21 | 19 | -- |
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) | |
|---|---|---|---|---|
 | +11.52% | +25.54% | 5,293.04 | |
 | +5.84% | +24.37% | 15,910.69 | |
 | +6.45% | +23.61% | 45,820.33 | |
 | +5.60% | +23.06% | 13,378.01 | |
 | +5.30% | +22.01% | 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 05 Jun 2026 is ₹262.15.
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,