SBI MIDCAP FUND - REGULAR PLAN - GROWTH

Factsheet

As of 31 Aug 2026

Inception

29 Mar 2005

Fund managers

Mr. Bhavin Vithlani (since 01 Apr 2024)

Benchmark

Nifty Midcap 150 Index (TRI)

AUM

24509.05 crore

Regular expense

1.8%

Direct expense

1.03%

Portfolio turnover

0.54

Minimum investment

₹ 5,000

SIP minimum

₹ 500

Exit load

For exit within 30 days from the date of allotment - 0.25% For exit after 30 days and within 90 days from the date of allotment -0.10% For exit after 90 days from the date of allotment - Nil 1. Market Risk 2. Liquidity Risk 3. Concentration Risk 4. Volatility Risk 5. Company / Event-specific Risk The risk of the scheme is Very High The risk of the benchmark is Very High This product is suitable

Standard deviation

15.84%

Beta

0.85

Sharpe

0.45