SBI MIDCAP FUND - Direct - Growth
Equity Scheme by SBI Funds Management Limited
3Y Returns (CAGR)
13.44%
Expense Ratio
1.04%
as of 01/07/2026
AUM
₹4,778.95 Cr
Qtr End: Mar 26
NAV
₹274.882
as of 17/07/2026
3Y Returns (CAGR)
13.44%
Expense Ratio
1.04%
as of 01/07/2026
AUM
₹4,778.95 Cr
Qtr End: Mar 26
NAV
₹274.882
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 4.35% | 18.55% | 12.36% |
| 6M | 5.57% | 11.44% | 17.16% |
| 1Y | 2.41% | 2.41% | 14.17% |
| 3Y | 45.97% | 13.44% | 13.50% |
| 5Y | 102.93% | 15.20% | 14.01% |
Scheme Details
- Launch Date
- 21/02/2005
- Fund Age
- 21.4 years
- Minimum Investment
- ₹5,000
- Fund House
- SBI Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
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