SBI MIDCAP FUND - DIRECT PLAN - GROWTH

SBI · Mid Cap

High

₹271.98

Current NAV

25 Jun 2026

21.6%

1Y Return

18.6%

3Y CAGR

20.6%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Highly cost-efficient with a low expense ratio of 0.76%.
Very large asset base (AUM: ₹18,710 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

1.16

Sharpe Ratio

1.06

Beta

-2.34

Alpha

1.35

Sortino

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₹98.41 44.9%

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₹81.49 44.8%