31
Mid CapAvoid
SBI Midcap
SBI · Direct–Growth · rank #27 of 34 by Smart Score
Data updated
Trailing returns
1 Year
3.2%
-1.8% vs index
3 Years
10.5%
-4.6% vs index
5 Years
13.6%
-2.3% vs index
Since launch
17.9%
Year-by-year performance
2021
+53.6%+6.7% vs index
2022
+4.0%+0.3% vs index
2023
+35.7%-8.6% vs index
2024
+21.4%-2.8% vs index
2025
+1.2%-4.6% vs index
2026
+1.6%-1.6% vs index
Why this score
SBI Midcap scores 31/100 — #27 of 34 Mid Cap fund (Avoid). It stands out for volatility and fund size — beating 98% of peers on volatility. The main drag is its 3y return (better than only 5% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return10.53% · 5th percentile in category
Volatility13.36 · 98th percentile in category
Sharpe ratio0.30 · 11th percentile in category
5Y return13.60% · 29th percentile in category
Alpha-4.27 · 8th percentile in category
Fund size24518.32 Cr · 84th percentile in category
Top holdings
1.Crisil Ltd3.34%
2.Multi Commodity Exchange Of India Ltd3.05%
3.Torrent Power Ltd2.97%
4.Supreme Industries Ltd2.9%
5.Bharat Heavy Electricals Ltd2.71%
57 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.