SBI MIDCAP FUND - Direct - Growth
Equity Scheme by SBI Funds Management Limited
3Y Returns (CAGR)
10.21%
Expense Ratio
0.98%
as of 01/08/2026
AUM
₹4,970.19 Cr
Qtr End: Jun 26
NAV
₹260.224
as of 16/10/2026
3Y Returns (CAGR)
10.21%
Expense Ratio
0.98%
as of 01/08/2026
AUM
₹4,970.19 Cr
Qtr End: Jun 26
NAV
₹260.224
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -5.85% | -21.41% | 11.81% |
| 6M | -1.22% | -2.42% | 12.19% |
| 1Y | -0.11% | -0.11% | 14.46% |
| 3Y | 33.85% | 10.21% | 13.55% |
| 5Y | 65.74% | 10.63% | 13.86% |
Scheme Details
- Launch Date
- 21/02/2005
- Fund Age
- 21.6 years
- Minimum Investment
- ₹5,000
- Fund House
- SBI Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
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