Investment Objective - To provide investors with opportunities for long-term growth in capital along-with the liquidity of an ope-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. Midcap companies are those companies whose market capitalization at the time of investment is lower than the last stock in the S&P CNX Nifty Index less 20% (upper range) and above Rs.200 crores.

Fund House

SBI Mutual Fund

Return Since Launch

16.09%

Launch Date

Mar 29, 2005

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

13.22 vs 14.21

Fund Vs Category Avg

Beta

0.79 vs 0.91

Fund Vs Category Avg

Sharpe Ratio

0.83 vs 0.90

Fund Vs Category Avg

Portfolio Turnover Ratio

65.00 vs 63.70

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Torrent Power Ltd.	4.02	Power	Equity
Bharat Heavy Electricals Ltd.	3.51	Engineering	Equity
Sundaram Finance Ltd.	3.51	Finance	Equity
Federal Bank Ltd.	3.46	Banks	Equity
Crisil Ltd.	3.43	Service	Equity
AIA Engineering Ltd.	3.20	Engineering	Equity
Mahindra & Mahindra Financial Services Ltd.	3.18	Finance	Equity
Bharat Forge Ltd.	2.89	Engineering	Equity
Shree Cements Ltd.	2.71	Cement	Equity
Biocon Ltd.	2.55	Pharmaceuticals and health care	Equity

View All

Mar 4, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-4.49	-3.13	-2.78	-0.10	9.44	15.57	15.56	15.06	16.09
Category Average (%)	-4.52	-3.59	-4.79	-2.66	14.85	18.95	13.00	NA	15.79
Rank within Category	77	66	49	49	117	99	63	47	78

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
HDFC Mid Cap Fund	194.10	92,187	-5.39	-4.56	-4.46	0.95	19.65	24.18	20.70	18.80	17.21	1.36
Kotak Midcap Fund	131.95	59,041	-4.65	-2.74	-2.75	-2.96	19.98	20.16	17.59	18.57	14.60	1.39
Nippon India Growth Mid Cap Fund	4,143.19	41,727	-4.96	-2.93	-1.65	1.00	20.16	24.78	20.59	19.23	21.91	1.54
Motilal Oswal Midcap Fund	86.76	34,432	-3.59	-8.58	-15.17	-16.98	-2.36	19.69	20.79	16.68	19.68	1.56
Axis Midcap Fund	110.33	30,895	-4.10	-1.89	-2.81	-2.47	16.03	18.86	14.61	17.33	17.32	1.58
SBI Midcap Fund	226.38	22,424	-4.49	-3.13	-2.78	-0.10	9.44	15.57	15.56	15.06	16.09	1.67
DSP Mid Cap Fund	144.63	19,047	-4.34	-3.16	-3.17	-1.36	19.59	19.59	13.05	15.90	14.83	1.67
Mirae Asset Midcap Fund	35.62	17,659	-4.96	-4.34	-6.10	-1.67	21.81	19.58	16.44	NA	21.22	1.66
Edelweiss Mid Cap Fund	99.78	13,802	-4.30	-3.54	-3.63	-0.49	19.65	24.50	19.68	19.10	13.48	1.67
Sundaram Mid Cap Fund	1,371.78	12,917	-4.75	-3.54	-3.92	-0.63	19.67	23.47	17.82	15.96	23.18	1.74

View All

Mar 4, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,472 (+9.44%)

Fund Manager

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.

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Here is the list of funds managed by Bhavin Vithlani

Scheme Name(Growth Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
SBI Midcap Fund	Equity - Mid Cap	226.38	22,424	9.44	15.56
SBI Infrastructure Fund	Equity - Sectoral/Thematic	47.00	4,546	10.38	18.70

Mar 4, 2026

Top Performing Related Funds

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
SBI Nifty 50 ETF	261.76	2,13,439	-3.98	-4.98	-5.87	-0.80	12.04	12.87	11.01	13.30	35.98	0.04
SBI BSE Sensex ETF	875.80	1,22,409	-3.81	-5.57	-7.16	-1.79	9.55	11.03	10.09	13.04	41.22	0.04
SBI Equity Hybrid Fund	298.68	81,242	-2.87	-2.73	-3.60	-0.07	12.55	14.39	11.07	12.51	11.91	1.38
SBI Liquid Fund	4,240.55	66,512	0.09	0.45	1.44	2.86	6.22	6.85	5.83	6.04	7.92	0.28
SBI Liquid Fund - Institutional Plan	4,280.67	66,512	0.09	0.45	1.44	2.86	6.22	6.85	5.83	6.04	6.74	0.16
SBI Large Cap Fund	91.88	54,821	-4.19	-3.97	-3.95	0.02	13.33	13.68	11.33	13.08	11.69	1.48

Mar 4, 2026

SBI Midcap Fund - Regular Plan

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Asset Allocation

Sector Allocation