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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
1M
6M
1Y
3Y
All
NAV: 22 Dec 2025
₹19.41
Rating
3
Min. SIP amount
₹500
Fund size
₹958.64Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (150)
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Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 6.2% | 23.8% | 22.9% |
| Category average | NA | 3.3% | 22.1% | NA |
| Rank with in category | NA | 18 | 21 | NA |
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Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | 5 | 8.4% | 28.4% | 4,075.13 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 5.9% | 27.9% | 12,646.93 |
Motilal Oswal Midcap Fund Direct Growth | 5 | -7.5% | 27.3% | 38,002.68 |
HDFC Mid Cap Fund Direct Growth | 5 | 9.0% | 27.1% | 92,168.85 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 5.4% | 26.1% | 42,041.60 |
Expense ratio, exit load and tax
Expense ratio: 0.41%
Inclusive of GST
Exit load
Exit load of 0.25%, if redeemed within 30 days
Stamp duty
0.005% (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%.
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Check past data
Fund management
Harsh SethiSep 2022 - PresentView details
Harsh Sethi
Sep 2022 - Present
View details
Education
Mr. Sethi is a B. Com (Hons.), CA, CS
Experience
Prior to joining SBI Mutual Fund, he has worked with J. P. Mangal & Co. as Senior Assistant. Harsh Sethi is the Equity Dealer since February 2017.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
[email protected]Website
www.sbimf.com
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.comPros and cons
Category: Equity Mid Cap
Pros
Consistently higher annualised returns than category average for the past 1Y and 3Y
Cons
Higher expense ratio: 0.41%
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