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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
₹244.75
+0.73% · as of 15-07-2026
Since inception
16.19%
CAGR
Benchmark (inception)
17.23%
CAGR
Fund size
₹24,127 Cr
AUM
Expense ratio
1.62%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +16.19% CAGR vs benchmark +17.23%.
Portfolio
Where the money is invested
Top holdings
ADANI TRANSMISSION LIMITED EQ3.20%
TREPS3.14%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-3.10%
TORRENT POWER LIMITED EQ NEW FV RS.10/-3.03%
BIOCON LIMITED EQ2.86%
CRISIL LIMITED EQ NEW FV Re. 1/-2.81%
THE SUPREME INDUSTRIES LIMITED EQ NEW F.V. RS.2/-2.73%
SHREE CEMENT LIMITED EQ2.70%
AIA ENGINEERING LIMITED EQ NEW RE.2/-2.50%
SUNDARAM FINANCE LIMITED EQ2.41%
Sector allocation
Financial Services23.72%
Capital Goods15.55%
Healthcare8.08%
Power7.83%
Automobile and Auto Components6.80%
Construction Materials6.12%
Consumer Services4.95%
Fast Moving Consumer Goods4.01%
Chemicals3.98%
Realty3.48%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 16.2% p.a.₹10,000
10 years
Projected value
₹30,00,055
Invested: ₹12,00,000
Gained: ₹18,00,055
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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