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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹20,576 Cr
Lock In Period
N/A
Expense Ratio
1.68
Benchmark
Nifty Midcap 150 Total Return
Exit Load
For exit within 30 days from the date of allotment - 0.25 %.For exit after 30 days and within 90 days from the date of allotment - 0.10%For exit after 90 days from the date of allotment - Nil.
Summary
Latest details for SBI Midcap Fund Growth include a ₹233.6204 NAV as of Apr 24,2026 and returns since inception of 60.57%. Minimum investments start at SIP ₹500. The SBI Midcap Fund Growth AUM is ₹20,576 Cr, with a lock-in of N/A years, expense ratio of 1.68%, and benchmark Nifty Midcap 150 Total Return. Exit load is - For exit within 30 days from the date of allotment - 0.25 %.For exit after 30 days and within 90 days from the date of allotment - 0.10%For exit after 90 days from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded 13.09% returns, against a category average of 2.49% and a category best of 16.53%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 13.09 | 2.49 | 16.53 |
| 6M | 1.73 | 1.49 | 26.07 |
| 1Y | 3.32 | 5.39 | 47.78 |
| 3Y | 17.10 | 17.55 | 142.86 |
Portfolio Analysis
- Equity: 93.90%
- Debt: 6.10%
- Others
As on: 2026-03-31
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About Fund
SBI Midcap Fund Growth managed by SBI Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹20,576 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 1.68. Under the expert guidance of Bhavin Vithlani ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Bhavin Vithlani
Mr. Bhavin Vithlani is a MMS (Finance). Prior to joining SBI Mutaul Fund, he has worked with Axis Capital Limited and Tower Capital & Securities Private Limited.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTaurus Mid Cap Fund Growth | 0 | 108.95 CR | 2.58 |
| This FundSundaram Mid Cap Fund - Institutional Plan Growth | 0 | 10450.74 CR | 1.59 |
| This FundSBI Midcap Fund Growth | 3 | 20576.46 CR | 1.68 |
| This FundInvesco India Midcap Fund Growth | 3 | 9895.34 CR | 1.72 |
| This FundHSBC Midcap Fund Growth | 4 | 11341.83 CR | 1.73 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTaurus Mid Cap Fund Growth | 2.0737 | 55.6297 |
| This FundSundaram Mid Cap Fund - Institutional Plan Growth | 38.602 | 56.9746 |
| This FundSBI Midcap Fund Growth | 3.3245 | 60.5704 |
| This FundInvesco India Midcap Fund Growth | 12.4627 | 105.4767 |
| This FundHSBC Midcap Fund Growth | 18.8426 | 105.8811 |
FAQs
SBI Midcap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI Midcap Fund Growth is 1.68. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Midcap Fund Growth’s fund performance is as follows:
- 1 Month : 13.09%
- 6 Months : 1.73%
- 1 Year : 3.32%
- 3 Years : 17.10%
You can invest in SBI Midcap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI Midcap Fund Growth is ₹20,576 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Midcap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500