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SBI MIDCAP FUND - REGULAR PLAN - GROWTH
Open Ended Schemes(Equity Scheme - Mid Cap Fund)Very High Risk★★★★★ISIN INF200K01560
NAV · 06-Jul-2026
₹242.0136
1M
+4.33%
6M
+1.24%
1Y (CAGR)
+0.46%
3Y (CAGR)
+12.92%
5Y (CAGR)
+14.73%
Since inception (CAGR)
+13.26%
NAV history
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Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
13.35%
Downside dev (3y)
10.91%
Max drawdown (3y)
-18.2%
Sharpe (3y)
0.48
SIP XIRR (3y)
+7.26%
SIP XIRR (5y)
+12.20%
Calendar-year returns
2020 +30.4%2021 +52.3%2022 +3.0%2023 +34.5%2024 +20.3%2025 +0.4%
Fund facts
Fund managerBhavin Vithlani
AUM₹2,34,173 Cr
TER · AMFI officialDirect 1.06% · Regular 1.83% (2026-06-30)
Launch date21-Feb-2005
Plan typeOpen Ended · Equity
Min lumpsum5000
Lock-inNone
Volatility15.17
AMCSBI Funds Management Limited
Objective · 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.
scheme documents ↗