Investment type
SBI Midcap Fund - Direct (G) is a mutual fund under the Midcap category, managed by SBI Mutual Fund. It was launched on 07 Feb 1992, and has been active for over 33 years. As of 31 Mar 2025 the fund manages assets worth ₹23,269 Crores. The expense ratio is 0.85%.
This fund generated returns of -1.82% in the last 1 year. Since its inception, it has provided an average annual return of 19.36%.
The fund's investments are mainly concentrated in sectors like Finance, Auto Components, Pharmaceuticals & Biotech, Debt and Cement & Cement Products.
The top five holdings in this fund include prominent companies such as CRISIL, Sundaram Finance, HDFC Bank, Shree Cement and Torrent Power.
To provide investors with opportunities for long term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap Companies.
Midcap funds carry moderate to high risk as they invest in mid-sized companies that may be volatile but offer growth potential.
Yes, if you want higher returns than large-cap funds and are comfortable with moderate risk.
At least three to five years is ideal to benefit from the growth of mid-sized companies.
Yes, but holding for several years can help you maximize returns.
Expense ratios can range from 1% to 2%, reflecting the cost of active management.
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