Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
SBI Mid Cap Direct Plan Growth
Equity
Mid Cap
Very High Risk
+18.12%
3Y annualised
-0.10% 1D
NAV: 14 Jan '26
₹261.08
Min. SIP amount
₹500
Fund size
₹23,314.80 Cr
Expense ratio
0.85%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,240 | +3.73% | |
| 3 years | ₹1,80,000 | ₹2,36,795 | +31.55% | |
| 5 years | ₹3,00,000 | ₹5,15,786 | +71.93% | |
| 10 years | ₹6,00,000 | ₹16,19,517 | +169.92% |
Holdings (59)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 3.70% |
| Torrent Power Ltd. | Energy | Equity | 3.64% |
| Sundaram Finance Ltd. | Financial | Equity | 3.38% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 3.28% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 3.10% |
| The Federal Bank Ltd. | Financial | Equity | 3.09% |
| Crisil Ltd. | Services | Equity | 3.06% |
| Bharat Forge Ltd. | Automobile | Equity | 2.84% |
| Shree Cement Ltd. | Construction | Equity | 2.56% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 2.53% |
| HDB Financial Services Ltd. | Financial | Equity | 2.46% |
| Biocon Ltd. | Healthcare | Equity | 2.36% |
| Max Financial Services Ltd. | Financial | Equity | 2.15% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.14% |
| Pine Labs Ltd. | Financial | Equity | 2.10% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 2.08% |
| BSE Ltd. | Services | Equity | 2.03% |
| Schaeffler India Ltd. | Capital Goods | Equity | 2.00% |
| Berger Paints India Ltd. | Chemicals | Equity | 1.97% |
| Oberoi Realty Ltd. | Construction | Equity | 1.93% |
| L&T Technology Services Ltd. | Technology | Equity | 1.91% |
| State Bank of India | Financial | Equity | 1.90% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.87% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 1.85% |
| JK Cement Ltd. | Construction | Equity | 1.84% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.80% |
| Indus Towers Ltd. | Communication | Equity | 1.80% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.69% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.62% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.59% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 1.56% |
| Thermax Ltd. | Capital Goods | Equity | 1.56% |
| Page Industries Ltd. | Textiles | Equity | 1.48% |
| Supreme Industries Ltd. | Chemicals | Equity | 1.44% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 1.43% |
| Sundram Fasteners Ltd. | Capital Goods | Equity | 1.40% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.34% |
| Adani Energy Solutions Ltd. | Energy | Equity | 1.32% |
| JSW Energy Ltd. | Capital Goods | Equity | 1.30% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 1.27% |
| Hatsun Agro Product Ltd. | Consumer Staples | Equity | 1.26% |
| Star Health and Allied Insurance Company Ltd. | Insurance | Equity | 1.23% |
| The India Cements Ltd. | Construction | Equity | 1.12% |
| Godrej Properties Ltd. | Construction | Equity | 1.12% |
| Asian Paints Ltd. | Chemicals | Equity | 1.07% |
| Lupin Ltd. | Healthcare | Equity | 0.98% |
| Siemens Ltd. | Capital Goods | Equity | 0.92% |
| K.P.R. Mill Ltd. | Textiles | Equity | 0.91% |
| Urban Company Ltd. | Consumer Staples | Equity | 0.66% |
| Bajaj Finance Ltd. | Financial | Equity | 0.65% |
| PI Industries Ltd. | Chemicals | Equity | 0.56% |
| Reserve Bank of India | Financial | T-Bills | 0.43% |
| Sanofi India Ltd. | Healthcare | Equity | 0.23% |
| Reserve Bank of India | Financial | T-Bills | 0.21% |
| Reserve Bank of India | Financial | T-Bills | 0.12% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Futures | 0.12% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.06% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 0.04% |
| Manpasand Beverages Ltd. | Consumer Staples | Equity | NA |
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 | +18.1% | +20.1% | +15.8% | +18.7% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 34 | 17 | 16 | -- |
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 | +12.78% | +27.23% | 4,447.55 | |
Edelweiss Mid Cap Direct Plan Growth | +10.66% | +27.12% | 13,650.47 | |
HDFC Mid Cap Fund Direct Growth | +13.18% | +25.78% | 92,641.55 | |
Motilal Oswal Midcap Fund Direct Growth | -3.12% | +25.44% | 36,880.18 | |
JM Midcap Fund Direct Growth | +2.94% | +25.21% | 1,178.20 | |
| 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 ₹12,56,070 Cr and the Latest NAV as of 14 Jan 2026 is ₹261.08.
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₹12,56,070.06 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,