SBI Mid Cap Fund-Growth
SBI Mid Cap Fund-Growth: Mutual Fund Overview
SBI Mid Cap Fund-Growth is an Mid Cap mutual fund with over 20.99 years of performance history. The scheme manages an AUM of ₹23154.23 Cr and has a NAV of ₹208.6219. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -5.83%.
Equity, Mid Cap, Principal at very high risk
1 Year Return -5.83% at 24 Mar 2026 03:01 PM
Fund Details
NAV 208.6219
Sub-Type Mid Cap
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 20.99
Fund Size(in Crores) 23154.23
Fund Performance
1 Month -11.74%
3 Month -11.06%
6 Month -9.71%
1 Year -5.83%
3 Year 13.78%
5 Year 14.3%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (93.78%) Market Cap Large Cap 8.04 Small Cap 22.33 Mid Cap 63.41 Top Sectors Financial 18.48 Materials 11.99 Capital Goods 11.43 Services 7.44 Energy 7.12 Metals & Mining 6.28 Insurance 6.03 Healthcare 5.27 Automobile 4.84 Consumer Staples 4.59 Construction 4.18 Technology 1.99 Communication 1.85 Textiles 1.47 Chemicals 0.82 Top Holding Max Financial Services 2.82 Sundaram Finance 3.21 Thermax 1.62 Motherson Wiring 1.87 JSW Energy 1.33 PI Industries 0.82 Page Industries 1.33 Bharat Forge 2.97 Jubilant FoodWorks 1.68 Grindwell Norton 2.08 Sundram Fasteners 1.32 The India Cements 1.05 L&T Technology Services 1.82 Biocon 2.63 Cohance Lifesciences 0.02 Colgate-Palmolive (India) 1.54 The Phoenix Mills 1.43 Lupin 1.07 Pine Labs 2.05 Star Health and Allied Insurance Company 1.27 CRISIL 3.21 Adani Energy Solutions 1.31 Alkem Laboratories 0 Mahindra & Mahindra Financial Services 3.07 Torrent Power 3.92 Carborundum Universal 1.39 Godrej Properties 0.97 Glaxosmithkline Pharma 1.33 ICICI Prudential 2.54 Oberoi Realty 1.78 Shree Cement 2.53 ICICI Lombard Gen. Insurance 2.22 Supreme Industries 3.07 Dalmia Bharat 1.76 Berger Paints India 1.68 Manpasand Beverages 0 Procter & Gamble Hygiene and Health Care 1.37 Indus Towers 1.85 Hindustan Petroleum Corporation 1.89 Urban Company (UrbanClap) 0.53 HDB Financial Services 2.28 State Bank of India 2.34 Sanofi India 0.22 Hatsun Agro Product 1.15 Schaeffler India 2.26 K.P.R. Mill 0.14 JK Cement 1.9 Hexaware Technologies 0.17 The Federal Bank 2.71 Bharat Heavy Electricals 3.43 Siemens 1.47 AIA Engineering 2.81 FSN E-Commerce Ventures 2.55
Debt & Others (6.220000000000001%) Sector Allocation Net Payables -0.34 Repo 5.78 Treasury Bills 0.77 Debt Credit Ratings Debt Category Others 5.45 Reserve Bank of India 0.77
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -10.6% Ret 1Y 2.11% Ret 3Y 20.51% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -10.6% Ret 1Y 2.11% Ret 3Y 20.51% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.68%
Exit Load 0.25%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Bhavin Vithlani
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.
Pradeep Kesavan
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
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 16
Date of Incorporation 2005-03-29
Total AUM 1268212.63
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
SBI Mid Cap Fund-Growth FAQs
How to invest in SBI Mid Cap Fund-Growth?
Investing in SBI Mid Cap Fund-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for SBI Mid Cap Fund-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of SBI Mid Cap Fund-Growth?
The term expense ratio for SBI Mid Cap Fund-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of SBI Mid Cap Fund-Growth is 1.68% as of 24 Mar 2026.
What is the NAV of SBI Mid Cap Fund-Growth?
The NAV of SBI Mid Cap Fund-Growth is ₹208.6219 as of 24 Mar 2026.
What is the AUM of SBI Mid Cap Fund-Growth?
The AUM (Assets Under Management) of SBI Mid Cap Fund-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of SBI Mid Cap Fund-Growth is ₹23154.23 Cr as of 24 Mar 2026.
What is the PE and PB ratio of SBI Mid Cap Fund-Growth?
The PE ratio of SBI Mid Cap Fund-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in SBI Mid Cap Fund-Growth?
Yes, you can invest in SBI Mid Cap Fund-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of SBI Mid Cap Fund-Growth in the last 5 years?
The return of SBI Mid Cap Fund-Growth in the last 5 years is 14.3%.
What is the minimum SIP investment required in SBI Mid Cap Fund-Growth?
The minimum SIP investment in SBI Mid Cap Fund-Growth depends on the fund's scheme rules and usually starts at a small amount. For SBI Mid Cap Fund-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of SBI Mid Cap Fund-Growth?
The NAV of SBI Mid Cap Fund-Growth, as of 24 Mar 2026, is ₹208.6219.
Who manages the SBI Mid Cap Fund-Growth?
The fund managers responsible for SBI Mid Cap Fund-Growth are:
- Bhavin Vithlani
- Pradeep Kesavan