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Fund Overview of SBI Mid Cap Direct Plan-idcw
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₹23,416.7 CrAUM
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₹151.42NAV
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1.06%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of SBI Mid Cap Direct Plan-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 8.47% | NA | 4.37% |
| 6 Months | 2.81% | NA | 15.67% |
| 1 Year | 1.69% | 1.69% | -0.50% |
| 2 Years | 3.57% | 1.77% | 23.18% |
| 3 Years | 44.70% | 13.11% | 22.72% |
| 5 Years | 110.07% | 16.00% | 26.92% |
| 7 Years | 254.15% | 19.80% | NA |
| 10 Years | 305.73% | 15.03% | 16.72% |
Compare SBI Mid Cap Direct Plan-idcw with other mutual funds in the same category
SBI Mid Cap Direct Plan-idcw
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Asset Allocation
equities
95.45%debt instruments
1.19%other assets or cash equivalents
3.36%SBI Mid Cap Direct Plan-idcw is one Equity mutual fund offered by SBI Mutual Fund. the fund aims Long term capital appreciation. Investments predominantly in a well diversified equity stocks of midcap companies. It manages assets worth ₹23,416.7 crore as on Sun May 31, 2026. The expense ratio stands at 1.06%. Fund Manager Manager Education Fund Manager Manager EducationAbout SBI Mid Cap Direct Plan-idcw
The portfolio allocation consists of 95.45% in equities, 1.19% in debt instruments, 3.36% in other assets or cash equivalents.Managed by Pradeep Kesavan, it has delivered a return of 1.69% in the last year, a total return since inception of 18.23%.
To take better investment decisions it is useful to compare best sip plans that align with individual risk appetite.
Key Metrics of SBI Mid Cap Direct Plan-idcw
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Standard Deviation16.11%
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Sharpe Ratio0.58%
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Alpha-3.56%
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Beta0.85%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from SBI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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SBI Mid Cap Fund-growth
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₹23,417 | 0.86% | 8.25% | 2.40% | 0.87% | 12.15% |
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SBI Mid Cap Direct Plan-growth
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₹23,417 | 0.93% | 8.47% | 2.81% | 1.69% | 13.11% |
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SBI Mid Cap Fund-idcw
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₹23,417 | 0.86% | 8.25% | 2.40% | 0.87% | 12.15% |
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SBI Nifty Midcap 150 Index Fund Regular-growth
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₹1,094 | 2.40% | 11.80% | 4.22% | 6.04% | 19.57% |
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SBI Nifty Midcap 150 Index Fund Direct-growth
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₹1,094 | 2.44% | 11.91% | 4.43% | 6.47% | 20.16% |
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SBI Nifty Midcap 150 Index Fund Regular-idcw
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₹1,094 | 2.40% | 11.80% | 4.22% | 6.04% | 19.57% |
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SBI Nifty Midcap 150 Index Fund Direct-idcw
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₹1,094 | 2.44% | 11.91% | 4.43% | 6.47% | 20.16% |
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SBI Nifty Midcap 150 Etf-growth
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₹12 | 2.44% | - | - | - | - |
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SBI Nifty Midcap 150 Momentum 50 Etf-growth
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₹9 | 3.58% | 11.79% | - | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Adani Transmission Ltd | Energy & Utilities | 3.20% | ₹749.93 Cr |
| Repo | Unspecified | 3.14% | ₹735.86 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 3.10% | ₹725.99 Cr |
| Torrent Power Ltd | Energy & Utilities | 3.03% | ₹710.15 Cr |
| Biocon Ltd | Healthcare | 2.86% | ₹668.63 Cr |
| Crisil Ltd | Industrials | 2.81% | ₹658.55 Cr |
| Supreme Industries Ltd | Materials | 2.73% | ₹638.82 Cr |
| Shree Cement Ltd | Materials | 2.70% | ₹631.88 Cr |
| Aia Engineering Ltd | Industrials | 2.50% | ₹585.47 Cr |
| Sundaram Finance Ltd | Financial | 2.41% | ₹565.50 Cr |
| Grindwell Norton Ltd | Materials | 2.30% | ₹538.97 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 2.26% | ₹528.44 Cr |
| The Federal Bank Ltd | Financial | 2.22% | ₹520.11 Cr |
| Hdb Financial Services Limited Eq | Financial | 2.13% | ₹499.39 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.07% | ₹483.89 Cr |
| Lupin Ltd | Healthcare | 2.03% | ₹476.22 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 2.02% | ₹472.14 Cr |
| Berger Paints India Ltd | Materials | 2.01% | ₹470.81 Cr |
| Oberoi Realty Ltd | Real Estate | 1.97% | ₹460.92 Cr |
| Icici Prudential Life Insurance Company Ltd | Financial | 1.94% | ₹453.56 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
SBI Mid Cap Direct Plan-idcw
What is the current AUM of SBI Mid Cap Direct Plan-idcw?
As of Sun May 31, 2026, SBI Mid Cap Direct Plan-idcw manages assets worth ₹23,416.7 crore
How has SBI Mid Cap Direct Plan-idcw performed recently?
- 3 Months: 8.47%
- 6 Months: 2.81%
What is the long-term performance of SBI Mid Cap Direct Plan-idcw?
- 3 Years CAGR: 13.11%
- 5 Years CAGR: 16.00%
- Since Inception: 18.23%
What is the portfolio composition of SBI Mid Cap Direct Plan-idcw?
Equity: 95.45%, Debt: 1.19%, Others: 3.36%.
Who manages SBI Mid Cap Direct Plan-idcw?
SBI Mid Cap Direct Plan-idcw is managed by Pradeep Kesavan from SBI Mutual Fund.
What is the market-cap allocation of SBI Mid Cap Direct Plan-idcw?
Large Cap: 9.40%, Mid Cap: 73.78%, Small Cap: 16.82%.
Which are the top companies SBI Mid Cap Direct Plan-idcw has invested in?
- Adani Transmission Ltd – 3.20% of the fund's portfolio
- Repo – 3.14% of the fund's portfolio
- Bharat Heavy Electricals Ltd – 3.10% of the fund's portfolio
- Torrent Power Ltd – 3.03% of the fund's portfolio
- Biocon Ltd – 2.86% of the fund's portfolio
Which are the major sectors SBI Mid Cap Direct Plan-idcw focuses on?
- Financial – 10.77% of the fund's portfolio
- Materials – 9.74% of the fund's portfolio
- Industrials – 8.41% of the fund's portfolio
- Energy & Utilities – 6.24% of the fund's portfolio
- Healthcare – 4.89% of the fund's portfolio
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