SBI Mid Cap Fund Growth

SBI Mid Cap Fund Growth

+14.98%
3Y annualised
-2.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Mar '26
₹218.29
Min. for SIP
Not Supported
Fund size
₹23,154.23 Cr
Expense ratio
1.68%

Holdings (55)

NameSectorInstrumentsAssets
Torrent Power Ltd.EnergyEquity3.92%
Bharat Heavy Electricals Ltd.Capital GoodsEquity3.43%
Crisil Ltd.ServicesEquity3.21%
Sundaram Finance Ltd.FinancialEquity3.21%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity3.07%
Supreme Industries Ltd.ChemicalsEquity3.07%
Bharat Forge Ltd.AutomobileEquity2.97%
Max Financial Services Ltd.FinancialEquity2.82%
AIA Engineering Ltd.Metals & MiningEquity2.81%
The Federal Bank Ltd.FinancialEquity2.71%
Biocon Ltd.HealthcareEquity2.63%
FSN E-Commerce Ventures Ltd.ServicesEquity2.55%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity2.54%
Shree Cement Ltd.ConstructionEquity2.53%
State Bank of IndiaFinancialEquity2.34%
HDB Financial Services Ltd.FinancialEquity2.28%
Schaeffler India Ltd.Capital GoodsEquity2.26%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity2.22%
Grindwell Norton Ltd.Metals & MiningEquity2.08%
Pine Labs Ltd.FinancialEquity2.05%
JK Cement Ltd.ConstructionEquity1.90%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.89%
Motherson Sumi Wiring India Ltd.AutomobileEquity1.87%
Indus Towers Ltd.CommunicationEquity1.85%
L&T Technology Services Ltd.TechnologyEquity1.82%
Oberoi Realty Ltd.ConstructionEquity1.78%
Dalmia Bharat Ltd.ConstructionEquity1.76%
Berger Paints India Ltd.ChemicalsEquity1.68%
Jubilant FoodWorks Ltd.ServicesEquity1.68%
Thermax Ltd.Capital GoodsEquity1.62%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity1.54%
Siemens Ltd.Capital GoodsEquity1.47%
The Phoenix Mills Ltd.ConstructionEquity1.43%
Carborundum Universal Ltd.Metals & MiningEquity1.39%
Procter & Gamble Hygiene and Health Care Ltd.Consumer StaplesEquity1.37%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity1.33%
Page Industries Ltd.TextilesEquity1.33%
JSW Energy Ltd.Capital GoodsEquity1.33%
Sundram Fasteners Ltd.Capital GoodsEquity1.32%
Adani Energy Solutions Ltd.EnergyEquity1.31%
Star Health and Allied Insurance Company Ltd.InsuranceEquity1.27%
Hatsun Agro Product Ltd.Consumer StaplesEquity1.15%
Lupin Ltd.HealthcareEquity1.07%
The India Cements Ltd.ConstructionEquity1.05%
Godrej Properties Ltd.ConstructionEquity0.97%
PI Industries Ltd.ChemicalsEquity0.82%
Reserve Bank of IndiaFinancialT-Bills0.65%
Urban Company Ltd.Consumer StaplesEquity0.53%
Sanofi India Ltd.HealthcareEquity0.22%
Hexaware Technologies Ltd.TechnologyEquity0.17%
K.P.R. Mill Ltd.TextilesEquity0.14%
Reserve Bank of IndiaFinancialT-Bills0.12%
Cohance Lifesciences Ltd.HealthcareEquity0.02%
Alkem Laboratories Ltd.HealthcareEquity0.00%
Manpasand Beverages Ltd.Consumer StaplesEquity--
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+15.0%+15.0%+14.6%+15.8%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)422318--

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

Name1Y3YFund Size(Cr)
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+15.95%+24.12%43,982.51
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+14.16%+23.80%4,694.85
Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
+14.15%+23.47%14,355.22
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+14.54%+22.98%94,256.90
Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth
+13.89%+22.66%13,235.50
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 ₹12,68,213 Cr and the Latest NAV as of 13 Mar 2026 is ₹218.29. 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₹12,68,212.64 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,