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SBI Mutual Fund · Equity: Mid Cap
SBI MIDCAP FUND - REGULAR PLAN - GROWTH
To provide investors with opportunities forlong-term growth in capital along with theliquidity of an open-ended scheme byinvesting predominantly in a well diversifiedbasket of equity stocks of Midcapcompanies.
EquityBenchmark · NIFTY Midcap 150 TRITER · 1.62%Inception · 29-03-2005
NAV
₹234.89
+1.06% · as of 14-05-2026
Since inception
16.10%
CAGR
Benchmark (inception)
17.18%
CAGR
Fund size
₹232 Cr
AUM
Expense ratio
1.62%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +16.10% CAGR vs benchmark +17.18%.
Portfolio
Where the money is invested
Top holdings
TREPS4.79%
TORRENT POWER LIMITED EQ NEW FV RS.10/-3.68%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-3.58%
THE SUPREME INDUSTRIES LIMITED EQ NEW F.V. RS.2/-3.28%
CRISIL LIMITED EQ NEW FV Re. 1/-3.11%
AIA ENGINEERING LIMITED EQ NEW RE.2/-3.08%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-2.93%
SUNDARAM FINANCE LIMITED EQ2.87%
BIOCON LIMITED EQ2.74%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-2.61%
Sector allocation
Financial Services26.31%
Capital Goods16.65%
Automobile and Auto Components8.23%
Construction Materials7.21%
Power6.48%
Healthcare6.47%
Consumer Services5.32%
Fast Moving Consumer Goods4.32%
Realty3.32%
Chemicals2.25%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 16.1% p.a.₹10,000
10 years
Projected value
₹29,83,254
Invested: ₹12,00,000
Gained: ₹17,83,254
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Bhavin Vithlani
Manager since fund inception data not available
ISIN & identifiers
AMFI code
102941
ISIN (Growth)
INF200K01560
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Mid Cap funds
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