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Fund Overview of SBI Mid Cap Direct Plan-Growth
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₹24,518.3 CrAUM
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₹269.88NAV
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1.05%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
SBI Mid Cap Direct Plan-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.20% | NA | 4.37% |
| 6 Months | 10.91% | NA | 15.67% |
| 1 Year | 3.71% | 3.71% | -0.50% |
| 2 Years | -2.98% | -1.50% | 23.18% |
| 3 Years | 36.72% | 10.99% | 22.72% |
| 5 Years | 88.48% | 13.52% | 26.92% |
| 7 Years | 266.71% | 20.40% | NA |
| 10 Years | 267.79% | 13.91% | 16.72% |
Asset Allocation of SBI Mid Cap Direct Plan-Growth
equities
96.51%debt instruments
1.34%other assets or cash equivalents
2.15%SBI Mid Cap Direct Plan-Growth is one Equity mutual fund offered by SBI Mutual Fund. Launched on 01 Jan 2013, the fund aims Long term capital appreciation. Investments predominantly in a well diversified equity stocks of midcap companies. It manages assets worth ₹24,518.3 crore as on Mon Aug 31, 2026. The expense ratio stands at 1.05%. Fund Manager Manager Education Fund Manager Manager EducationAbout SBI Mid Cap Direct Plan-Growth
The portfolio allocation consists of 96.51% in equities, 1.34% in debt instruments, 2.15% in other assets or cash equivalents.Managed by Pradeep Kesavan, it has delivered a return of 3.71% in the last year, a total return since inception of 17.94%.
To take well-planned investment decisions it makes sense to also compare best sip suited to long-term goals.
Key Metrics of SBI Mid Cap Direct Plan-Growth
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Standard Deviation15.85%
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Mean12.94%
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Sharpe Ratio0.46%
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Alpha-2.81%
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Beta0.85%
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Sortino Ratio0.57%
SBI Mid Cap Direct Plan-Growth Fund Details
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Compare SBI Mid Cap Direct Plan-Growth with other mutual funds in the same category
SBI Mid Cap Direct Plan-Growth
Motilal Oswal Midcap Fund Direct-Growth
Motilal Oswal Midcap Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-Growth  |
₹42,852 | -1.81% | 9.41% | -0.44% | 19.59% | 21.24% |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹42,852 | -1.81% | 9.41% | -0.44% | 19.59% | 21.24% |
| Motilal Oswal Midcap Fund Regular-Growth |
₹42,852 | -1.88% | 9.21% | -1.23% | 18.47% | 20.01% |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹42,852 | -1.88% | 9.21% | -1.23% | 18.47% | 20.01% |
| Invesco India Mid Cap Fund Direct-Growth |
₹15,927 | -0.55% | 3.20% | 9.88% | 24.54% | 19.94% |
| Invesco India Mid Cap Fund Direct-IDCW |
₹15,927 | -0.55% | 3.20% | 9.88% | 24.54% | 19.94% |
| HSBC Midcap Fund Direct-Growth |
₹17,188 | -0.37% | 2.52% | 19.76% | 24.89% | 18.92% |
| HSBC Midcap Fund Direct-IDCW |
₹17,188 | -0.37% | 2.52% | 19.76% | 24.89% | 18.92% |
| HDFC Mid Cap Fund Direct-Growth |
₹108,325 | -2.82% | 1.01% | 6.25% | 17.41% | 18.79% |
| HDFC Mid Cap Fund Direct-IDCW |
₹108,325 | -2.82% | 1.01% | 6.25% | 17.41% | 18.79% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from SBI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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SBI Mid Cap Fund-Growth
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₹24,518 | -2.29% | -1.40% | 10.46% | 2.88% | 10.06% |
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SBI Mid Cap Fund-IDCW
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₹24,518 | -2.29% | -1.40% | 10.46% | 2.88% | 10.06% |
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SBI Mid Cap Direct Plan-IDCW
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₹24,518 | -2.23% | -1.20% | 10.91% | 3.71% | 10.99% |
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SBI Nifty Midcap 150 Index Fund Regular-Growth
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₹1,292 | -2.67% | -1.16% | 12.68% | 4.53% | 14.66% |
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SBI Nifty Midcap 150 Index Fund Direct-Growth
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₹1,292 | -2.64% | -1.06% | 12.91% | 4.95% | 15.21% |
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SBI Nifty Midcap 150 Index Fund Regular-IDCW
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₹1,292 | -2.67% | -1.16% | 12.68% | 4.53% | 14.66% |
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SBI Nifty Midcap 150 Index Fund Direct-IDCW
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₹1,292 | -2.64% | -1.06% | 12.91% | 4.95% | 15.21% |
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SBI Nifty Midcap 150 ETF-Growth
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₹14 | -2.63% | -1.06% | - | - | - |
growth is based on 1-month returns of the fundsSBI Mid Cap Direct Plan-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-Growth |
₹108,325 | ₹207.97 | 16.67% | 18.01% | 16.34% |
| HDFC Mid Cap Fund Direct-Growth |
₹108,325 | ₹230.67 | 17.41% | 18.79% | 17.22% |
| HDFC Mid Cap Fund Regular-IDCW |
₹108,325 | ₹52.18 | 16.67% | 18.01% | 16.34% |
| HDFC Mid Cap Fund Direct-IDCW |
₹108,325 | ₹81.91 | 17.41% | 18.79% | 17.22% |
| Kotak Mid Cap Fund Direct-Growth |
₹71,256 | ₹169.26 | 17.97% | 16.77% | 17.77% |
| Kotak Mid Cap Fund Regular-Growth |
₹71,256 | ₹144.51 | 16.74% | 15.48% | 16.37% |
| Kotak Mid Cap Fund Direct-IDCW |
₹71,256 | ₹100.84 | 17.97% | 16.77% | 17.77% |
| Kotak Mid Cap Fund Regular-IDCW |
₹71,256 | ₹79.37 | 16.74% | 15.48% | 16.37% |
| Nippon India Growth Mid Cap Fund Direct-Growth |
₹52,271 | ₹4,946.79 | 18.56% | 17.92% | 18.08% |
| Nippon India Growth Mid Cap Fund-Growth |
₹52,271 | ₹4,474.38 | 17.61% | 16.99% | 17.20% |
SBI Mid Cap Direct Plan-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 5.87% | ₹1,363.79 Cr |
| Repo | Unspecified | 5.78% | ₹1,338.05 Cr |
| Repo | Unspecified | 5.63% | ₹1,250.45 Cr |
| Repo | Unspecified | 4.66% | ₹1,074.12 Cr |
| Repo | Unspecified | 4.66% | ₹1,074.12 Cr |
| Repo | Unspecified | 4.79% | ₹984.81 Cr |
| Torrent Power Ltd | Energy & Utilities | 3.92% | ₹908.51 Cr |
| Torrent Power Ltd | Energy & Utilities | 4.02% | ₹901.94 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 3.79% | ₹881.03 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 3.74% | ₹872.55 Cr |
| Torrent Power Ltd | Energy & Utilities | 3.73% | ₹868.00 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 3.70% | ₹862.35 Cr |
| Torrent Power Ltd | Energy & Utilities | 3.66% | ₹854.43 Cr |
| Torrent Power Ltd | Energy & Utilities | 3.64% | ₹849.36 Cr |
| Torrent Power Ltd | Energy & Utilities | 3.65% | ₹840.02 Cr |
| Torrent Power Ltd | Energy & Utilities | 3.65% | ₹840.02 Cr |
| Crisil Ltd | Industrials | 3.72% | ₹839.43 Cr |
| Mahindra & Mahindra Financial Services Ltd | Financial | 3.58% | ₹836.66 Cr |
| Repo | Unspecified | 3.52% | ₹820.42 Cr |
| Crisil Ltd | Industrials | 3.34% | ₹819.71 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-Growth |
₹119.72 | 19.59% | 21.24% | - |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹48.83 | 19.59% | 21.24% | - |
| Motilal Oswal Midcap Fund Regular-Growth |
₹103.55 | 18.47% | 20.01% | - |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹46.79 | 18.47% | 20.01% | - |
| Invesco India Mid Cap Fund Direct-Growth |
₹241.46 | 24.54% | 19.94% | - |
| Invesco India Mid Cap Fund Direct-IDCW |
₹84.30 | 24.54% | 19.94% | - |
| HSBC Midcap Fund Direct-Growth |
₹541.39 | 24.89% | 18.92% | - |
| HSBC Midcap Fund Direct-IDCW |
₹95.52 | 24.89% | 18.92% | - |
| HDFC Mid Cap Fund Direct-Growth |
₹230.67 | 17.41% | 18.79% | - |
| HDFC Mid Cap Fund Direct-IDCW |
₹81.91 | 17.41% | 18.79% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
SBI Mid Cap Direct Plan-Growth
What is the current AUM of SBI Mid Cap Direct Plan-Growth?
As of Mon Aug 31, 2026, SBI Mid Cap Direct Plan-Growth manages assets worth ₹24,518.3 crore
How has SBI Mid Cap Direct Plan-Growth performed recently?
- 3 Months: -1.20%
- 6 Months: 10.91%
What is the long-term performance of SBI Mid Cap Direct Plan-Growth?
- 3 Years CAGR: 10.99%
- 5 Years CAGR: 13.52%
- Since Inception: 17.94%
What is the portfolio composition of SBI Mid Cap Direct Plan-Growth?
Equity: 96.51%, Debt: 1.34%, Others: 2.15%.
Who manages SBI Mid Cap Direct Plan-Growth?
SBI Mid Cap Direct Plan-Growth is managed by Pradeep Kesavan from SBI Mutual Fund.
What is the market-cap allocation of SBI Mid Cap Direct Plan-Growth?
Large Cap: 13.72%, Mid Cap: 69.18%, Small Cap: 17.10%.
Which are the top companies SBI Mid Cap Direct Plan-Growth has invested in?
- Repo – 5.87% of the fund's portfolio
- Repo – 5.78% of the fund's portfolio
- Repo – 5.63% of the fund's portfolio
- Repo – 4.66% of the fund's portfolio
- Repo – 4.66% of the fund's portfolio
Which are the major sectors SBI Mid Cap Direct Plan-Growth focuses on?
- Unspecified – 34.91% of the fund's portfolio
- Energy & Utilities – 26.27% of the fund's portfolio
- Industrials – 18.29% of the fund's portfolio
- Financial – 3.58% of the fund's portfolio
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