SBI Midcap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 9.22 | 11.42 | 13.76 | 13.8 |
| Average Rolling Returns(%) | 18.11 | 17.09 | 18.36 | 16.72 |
The Current NAV of SBI Midcap Fund - Regular Plan - Growth is ₹240.76.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.
SBI Midcap Fund - Regular Plan - Growth fund’s expense ratio is 1.38%
The process for redemption is
The AUM of SBI Midcap Fund - Regular Plan - Growth is currently ₹24,518 Crores.
The Top three stocks are CRISIL, Multi Commodity Exch and Torrent Power and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 28% of fund’s portfolio respectively.
Top three sectors of SBI Midcap Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Healthcare accounting for 48% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Midcap Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.
Bhavin Vithlani manages the SBI Midcap Fund - Regular Plan - Growth Fund.
SBI Midcap Fund - Regular Plan - Growth current PE ratio is 47.06 and PB ratio is 9.03
The asset allocation of SBI Midcap Fund - Regular Plan - Growth is Stocks : 96.51%, Debt : 3.49% and Gold : 0%
The minimum SIP amount for SBI Midcap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Midcap Fund - Regular Plan - Growth is 0.25% on or before 30 days, 0.10% after 30 days but before 90 days, Nil after 90 days
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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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