SBI Midcap Fund is one of the most popular midcap mutual funds in India. It invests in mid-sized companies with strong growth potential. If you are looking for long-term wealth creation and are comfortable with moderate to high risk, this fund could be an ideal addition to your portfolio.
🔍 SBI Midcap Fund – Key Details
- Fund Name: SBI Midcap Fund – Direct Plan – Growth
- Fund Manager: Ms. R. Srinivasan
- Launch Date: March 29, 2005
- Fund Category: Mid Cap Equity
- Risk Level: Very High
- Benchmark: Nifty Midcap 150 TRI
📈 SBI Midcap Fund – Past Returns
| Time Period | Returns (CAGR) |
|---|---|
| 1 Year | 38.20% |
| 3 Years | 26.75% |
| 5 Years | 23.10% |
| Since Inception | 19.5% |
Note: Returns are subject to market risks and may vary. Please check the latest data before investing.
💡 SIP Example – Invest ₹500 Monthly
If you start a monthly SIP of ₹500 in SBI Midcap Fund and continue it for 20 years with an assumed 15% CAGR, your investment could grow to over ₹15 Lakhs!
Calculation: ₹500/month SIP for 20 years at 15% CAGR = ₹15.57 Lakhs (approx)
📊 Asset Allocation
- Mid Cap Stocks – 92%
- Small Cap & Others – 5%
- Cash/Cash Equivalents – 3%
🔄 Comparison with Other Midcap Funds
| Fund | 5-Year CAGR | Expense Ratio |
|---|---|---|
| SBI Midcap Fund | 23.10% | 0.98% |
| Nippon India Midcap Fund | 24.40% | 0.86% |
| Motilal Oswal Midcap Fund | 21.70% | 0.89% |
✅ Benefits of SBI Midcap Fund
- Strong portfolio of growth-oriented midcap companies
- Excellent long-term performance track record
- Managed by experienced fund manager
⚠️ Risks & Considerations
- High market volatility in short term
- Returns are not guaranteed
- Requires minimum 5-year investment horizon
👤 Who Should Invest?
This fund is suitable for investors who:
- Have a long-term investment horizon (5–10+ years)
- Can tolerate high market volatility
- Want to build wealth through growth-oriented midcap companies
📝 Final Thoughts
SBI Midcap Fund is a solid choice for long-term investors who want to tap into the growth of India’s mid-sized companies. While it comes with higher risk, the potential returns can be rewarding over the long run. It’s important to stay invested through market cycles to see the true benefit of this fund.
📥 Invest Now
You can start investing through trusted platforms. Click below to begin:
Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully and consult your financial advisor before investing.
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