SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Open Ended Schemes(Equity Scheme - Mid Cap Fund)Very High Risk★★★★★ISIN INF200K01578

NAV · 06-Jul-2026

₹98.8901

+4.33%

+1.24%

1Y (CAGR)

+0.46%

3Y (CAGR)

+12.92%

5Y (CAGR)

+14.73%

Since inception (CAGR)

+8.36%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (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

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 ↗