Comprehensive analysis of SBI Midcap Fund (G) (2429) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
SBI Funds Management Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Moderate Expenses
Balanced Mix
Experienced Team
Neutral Fit
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Historical performance consistency
Outperformance vs benchmark
Recent performance momentum
Assets under management
Risk-adjusted returns
Fund management costs
Market exposure level
This fund has underperformed its benchmark by 7.43% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| CRISIL Ltd | Credit Rating Agencies | 4.16% |
| Sundaram Finance Ltd | Finance | 3.31% |
| HDFC Bank Ltd | Banks | 3.01% |
| Shree Cement Ltd | Cement | 3.00% |
| Torrent Power Ltd | Power Generation & Distribution | 2.96% |
| Tata Elxsi Ltd | IT - Software | 2.85% |
| Schaeffler India Ltd | Bearings | 2.78% |
| TREPS | Debt Others | 2.68% |
| Max Healthcare Institute Ltd | Healthcare | 2.67% |
| Mahindra & Mahindra Financial Services Ltd | Finance | 2.61% |
Compare against Mid Cap Fund category average
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4612.59 | 3.70% | 8.57% | 32.45% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4212.23 | 3.27% | 7.69% | 31.39% |
| Franklin India Prima Fund - Direct (G) | ₹3162.26 | 2.13% | 7.63% | 30.62% |
| Franklin India Prima Fund - (G) | ₹2814.08 | 1.74% | 6.78% | 29.55% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1517.38 | 1.04% | 8.45% | 31.08% |
| Sundaram Mid Cap Fund - (G) | ₹1390.19 | 0.63% | 7.55% | 29.97% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1357.33 | 2.97% | 7.56% | 31.61% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹881.84 | 3.27% | 5.00% | 24.82% |
| Aditya Birla SL Midcap Fund - (G) | ₹791.94 | 2.86% | 4.14% | 23.75% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹766.32 | 3.70% | 8.57% | 32.45% |
A seasoned investment professional with over 20 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.