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SBI MIDCAP FUND - DIRECT PLAN - GROWTH

SBI · Scheme 119716

₹275.97▼ 0.19%NAV · 2026-09-18
55
Decent FundScore
Start SIP
AUM
₹24,354 cr
Expense ratio
1.03%
3Y CAGR
13.9%
Risk level
High
Min SIP
₹500
Benchmark
Nifty Midcap 150 TRI
Fund manager: Sohini AndaniExit load: Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
Decent · 55/100

A solid option with a few areas worth a closer look.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • ✓Strong long-term record — 15.4% CAGR over 5 years.
  • ✓3Y CAGR: +13.9%
  • ✓5Y CAGR: +15.4%
  • ✓Positive 3Y windows: 92% of rolling 3Y windows positive

📉 What could drag it down

  • •Can fall sharply — dropped 43% in its worst stretch. Stomach needed.
  • •Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
  • •3Y CAGR vs category: -5.8% vs category avg
  • •5Y CAGR vs category: -2.0% vs category avg

FundScore breakdown

55/100 · Decent
How it works →
44
Returns
Weak
49
Consistency
Average
58
Risk-adjusted
Decent
63
Downside protection
Decent
72
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.