SBI Mid Cap Fund Growth

SBI Mid Cap Fund Growth

Equity
Mid Cap
Very High Risk
+17.16%
3Y annualised
-0.88% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹232.33
Min. SIP amount
Not Supported
Fund size
₹23,314.80 Cr
Expense ratio
1.67%

Holdings (59)

NameSectorInstrumentsAssets
Bharat Heavy Electricals Ltd.Capital GoodsEquity3.70%
Torrent Power Ltd.EnergyEquity3.64%
Sundaram Finance Ltd.FinancialEquity3.38%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity3.28%
AIA Engineering Ltd.Metals & MiningEquity3.10%
The Federal Bank Ltd.FinancialEquity3.09%
Crisil Ltd.ServicesEquity3.06%
Bharat Forge Ltd.AutomobileEquity2.84%
Shree Cement Ltd.ConstructionEquity2.56%
FSN E-Commerce Ventures Ltd.ServicesEquity2.53%
HDB Financial Services Ltd.FinancialEquity2.46%
Biocon Ltd.HealthcareEquity2.36%
Max Financial Services Ltd.FinancialEquity2.15%
Hindustan Petroleum Corporation Ltd.EnergyEquity2.14%
Pine Labs Ltd.FinancialEquity2.10%
Motherson Sumi Wiring India Ltd.AutomobileEquity2.08%
BSE Ltd.ServicesEquity2.03%
Schaeffler India Ltd.Capital GoodsEquity2.00%
Berger Paints India Ltd.ChemicalsEquity1.97%
Oberoi Realty Ltd.ConstructionEquity1.93%
L&T Technology Services Ltd.TechnologyEquity1.91%
State Bank of IndiaFinancialEquity1.90%
Dalmia Bharat Ltd.ConstructionEquity1.87%
Grindwell Norton Ltd.Metals & MiningEquity1.85%
JK Cement Ltd.ConstructionEquity1.84%
Jubilant FoodWorks Ltd.ServicesEquity1.80%
Indus Towers Ltd.CommunicationEquity1.80%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.69%
Alkem Laboratories Ltd.HealthcareEquity1.62%
The Phoenix Mills Ltd.ConstructionEquity1.59%
Procter & Gamble Hygiene and Health Care Ltd.Consumer StaplesEquity1.56%
Thermax Ltd.Capital GoodsEquity1.56%
Page Industries Ltd.TextilesEquity1.48%
Supreme Industries Ltd.ChemicalsEquity1.44%
Carborundum Universal Ltd.Metals & MiningEquity1.43%
Sundram Fasteners Ltd.Capital GoodsEquity1.40%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity1.34%
Adani Energy Solutions Ltd.EnergyEquity1.32%
JSW Energy Ltd.Capital GoodsEquity1.30%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity1.27%
Hatsun Agro Product Ltd.Consumer StaplesEquity1.26%
Star Health and Allied Insurance Company Ltd.InsuranceEquity1.23%
The India Cements Ltd.ConstructionEquity1.12%
Godrej Properties Ltd.ConstructionEquity1.12%
Asian Paints Ltd.ChemicalsEquity1.07%
Lupin Ltd.HealthcareEquity0.98%
Siemens Ltd.Capital GoodsEquity0.92%
K.P.R. Mill Ltd.TextilesEquity0.91%
Urban Company Ltd.Consumer StaplesEquity0.66%
Bajaj Finance Ltd.FinancialEquity0.65%
PI Industries Ltd.ChemicalsEquity0.56%
Reserve Bank of IndiaFinancialT-Bills0.43%
Sanofi India Ltd.HealthcareEquity0.23%
Reserve Bank of IndiaFinancialT-Bills0.21%
Reserve Bank of IndiaFinancialT-Bills0.12%
ICICI Prudential Life Insurance Company Ltd.InsuranceFutures0.12%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity0.06%
Cohance Lifesciences Ltd.HealthcareEquity0.04%
Manpasand Beverages Ltd.Consumer StaplesEquityNA
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+17.2%+18.9%+14.4%+16.3%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)402018--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+6.71%+25.26%4,447.55
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+8.50%+24.82%92,641.55
Motilal Oswal Midcap Fund Growth
Motilal Oswal Midcap Fund Growth
-8.36%+24.82%36,880.18
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+5.33%+24.46%42,124.50
Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth
+5.16%+23.76%13,344.99
Compare

Fund management

BV
Bhavin Vithlani
Apr 2024 - Present
View details

Education
Mr. Vithlani is a MMS (Finance)
Experience
Prior to joining SBI Mutaul Fund, he has worked with Axis Capital Limited and Tower Capital & Securities Private Limited.

PK
Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

About SBI Mid Cap Fund Growth

SBI Mid Cap Fund 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 Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,61,509 Cr and the Latest NAV as of 09 Jan 2026 is ₹232.33. The SBI Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. 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₹12,61,509.05 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
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
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,