Open Free Demat Account
Scheme Information
SBI Midcap Reg Gr
as of 26 May 2026, 17:13 PM
Scheme Asset Size₹23247.37 Cr
Expense Ratio1.62%
Cash Holding6.50696%
Fund TypeOpen-End
PlanGrowth
BenchmarkNifty Midcap 150 TR INR
Launch Date2005-03-29
Exit LoadExit load of 0.25% for investments if redeemed within 30 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
1
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 1.13%
In the last 3 months -0.16%
In the last 6 months 0.63%
In the last 1 Years 1.61%
In the last 3 Years 0.52%
In the last 5 Years 1.08%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Bharat Heavy Electricals Ltd | Industrials | E | 3.79% |
| Torrent Power Ltd | Utilities | E | 3.73% |
| Adani Energy Solutions Ltd | Utilities | E | 3.49% |
| CRISIL Ltd | Financial Services | E | 3.08% |
| AIA Engineering Ltd | Industrials | E | 2.88% |
| Supreme Industries Ltd | Industrials | E | 2.80% |
| Sundaram Finance Ltd | Financial Services | E | 2.63% |
| Shree Cement Ltd | Basic Materials | E | 2.60% |
| Biocon Ltd | Healthcare | E | 2.41% |
| The Federal Bank Ltd | Financial Services | E | 2.22% |
| Bharat Forge Ltd | Consumer Cyclical | E | 2.19% |
| HDB Financial Services Ltd | Financial Services | E | 2.12% |
| Pine Labs Ltd | Technology | E | 2.08% |
| Lupin Ltd | Healthcare | E | 2.08% |
| State Bank of India | Financial Services | E | 2.07% |
| FSN E-Commerce Ventures Ltd | Consumer Cyclical | E | 2.05% |
| ICICI Lombard General Insurance Co Ltd | Financial Services | E | 2.05% |
| ICICI Prudential Life Insurance Co Ltd | Financial Services | E | 1.99% |
| Grindwell Norton Ltd | Industrials | E | 1.99% |
| Oberoi Realty Ltd | Real Estate | E | 1.94% |
| Berger Paints India Ltd | Basic Materials | E | 1.91% |
| Urban Co Ltd | Technology | E | 1.90% |
| L&T Technology Services Ltd | Technology | E | 1.87% |
| Max Financial Services Ltd | Financial Services | E | 1.84% |
| Mahindra & Mahindra Financial Services Ltd | Financial Services | E | 1.80% |
| Motherson Sumi Wiring India Ltd | Consumer Cyclical | E | 1.74% |
| Page Industries Ltd | Consumer Cyclical | E | 1.67% |
| Indus Towers Ltd Ordinary Shares | Communication Services | E | 1.66% |
| Siemens Ltd | Industrials | E | 1.64% |
| Colgate-Palmolive (India) Ltd | Consumer Defensive | E | 1.62% |
| Schaeffler India Ltd | Consumer Cyclical | E | 1.60% |
| Carborundum Universal Ltd | Industrials | E | 1.60% |
| Thermax Ltd | Industrials | E | 1.58% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 1.57% |
| JSW Energy Ltd | Utilities | E | 1.52% |
| Phoenix Mills Ltd | Real Estate | E | 1.52% |
| Dalmia Bharat Ltd | Basic Materials | E | 1.48% |
| Star Health and Allied Insurance Co Ltd | Financial Services | E | 1.43% |
| Procter & Gamble Hygiene and Health Care Ltd | Consumer Defensive | E | 1.36% |
| Multi Commodity Exchange of India Ltd | Financial Services | E | 1.28% |
| Sundaram Fasteners Ltd | Consumer Cyclical | E | 1.27% |
| Hatsun Agro Product Ltd | Consumer Defensive | E | 1.24% |
| GlaxoSmithKline Pharmaceuticals Ltd | Healthcare | E | 1.21% |
| Solar Industries India Ltd | Basic Materials | E | 1.20% |
| PI Industries Ltd | Basic Materials | E | 1.18% |
| JK Cement Ltd | Basic Materials | E | 1.14% |
| Anthem Biosciences Ltd | Healthcare | E | 1.06% |
| India Cements Ltd | Basic Materials | E | 1.02% |
| Aurobindo Pharma Ltd | Healthcare | E | 0.99% |
| Tbill | - | BT | 0.64% |
| India (Republic of) | - | GS | 0.42% |
| Jubilant Foodworks Ltd. 26-May-26 | - | DG | 0.29% |
| Day Tbill | - | BT | 0.13% |
| Manpasand Beverages Ltd | Consumer Defensive | E | 0% |
| Treps | - | CR | 5.87% |
| Cash Offset For Derivatives | - | CQ | 0.29% |
| Net Receivable / Payable | - | C | 0.15% |
| Margin Amount For Derivative Positions | - | CA | 0.00903% |
| Hexaware Technologies Ltd Ordinary Shares | - | E | - |
| Sanofi India Ltd | - | E | - |
| K.P.R. Mill Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
93.37%
Debt
0.13%
Cash
6.51%
Equity sector allocation
Loading chart…
Basic Materials
10.53%
Communication Services
1.66%
Consumer Cyclical
12.09%
Consumer Defensive
4.22%
Financial Services
22.51%
Healthcare
7.75%
Industrials
16.27%
Real Estate
3.46%
Technology
5.85%
Utilities
8.75%
Others
6.91%
Fund House Contact Details
Websitewww.sbimf.com
Phone022 - 61793000
SBI Funds Management Ltd
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.09%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.09%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.09%
63.78%
3Y Returns
+45.98%
About SBI Midcap Reg Gr
Investment Objective of the Scheme
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.
Key Features of The Fund
5-year return
+15.80%
Fund Manager
Bhavin Vithlani
Risk Profile
Very High Risk
Expense Ratio
1.62%
Fund Size
₹23247.37 Cr
FAQ's
What has been the returns generated by SBI Midcap Reg Gr over different time periods?
The SBI Midcap Reg Gr has given returns
1-Year
1.61
3-Year
14.87
5-Year
15.80
What is the expense ratio of SBI Midcap Reg Gr?
The expense ratio of SBI Midcap Reg Gr is 1.62%.
What is the AUM (Assets Under Management) of SBI Midcap Reg Gr?
The AUM, short for Assets Under Management of SBI Midcap Reg Gr is ₹23247.37 Cr as of 19 Oct 9336.
What are the top stock holdings of SBI Midcap Reg Gr?
The SBI Midcap Reg Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Bharat Heavy Electricals Ltd | 3.79% |
| Torrent Power Ltd | 3.73% |
| Adani Energy Solutions Ltd | 3.49% |
| CRISIL Ltd | 3.08% |
| AIA Engineering Ltd | 2.88% |
| Supreme Industries Ltd | 2.80% |
| Sundaram Finance Ltd | 2.63% |
| Shree Cement Ltd | 2.60% |
| Biocon Ltd | 2.41% |
| The Federal Bank Ltd | 2.22% |
| Bharat Forge Ltd | 2.19% |
| HDB Financial Services Ltd | 2.12% |
| Pine Labs Ltd | 2.08% |
| Lupin Ltd | 2.08% |
| State Bank of India | 2.07% |
| FSN E-Commerce Ventures Ltd | 2.05% |
| ICICI Lombard General Insurance Co Ltd | 2.05% |
| ICICI Prudential Life Insurance Co Ltd | 1.99% |
| Grindwell Norton Ltd | 1.99% |
| Oberoi Realty Ltd | 1.94% |
| Berger Paints India Ltd | 1.91% |
| Urban Co Ltd | 1.90% |
| L&T Technology Services Ltd | 1.87% |
| Max Financial Services Ltd | 1.84% |
| Mahindra & Mahindra Financial Services Ltd | 1.80% |
| Motherson Sumi Wiring India Ltd | 1.74% |
| Page Industries Ltd | 1.67% |
| Indus Towers Ltd Ordinary Shares | 1.66% |
| Siemens Ltd | 1.64% |
| Colgate-Palmolive (India) Ltd | 1.62% |
| Schaeffler India Ltd | 1.60% |
| Carborundum Universal Ltd | 1.60% |
| Thermax Ltd | 1.58% |
| Jubilant Foodworks Ltd | 1.57% |
| JSW Energy Ltd | 1.52% |
| Phoenix Mills Ltd | 1.52% |
| Dalmia Bharat Ltd | 1.48% |
| Star Health and Allied Insurance Co Ltd | 1.43% |
| Procter & Gamble Hygiene and Health Care Ltd | 1.36% |
| Multi Commodity Exchange of India Ltd | 1.28% |
| Sundaram Fasteners Ltd | 1.27% |
| Hatsun Agro Product Ltd | 1.24% |
| GlaxoSmithKline Pharmaceuticals Ltd | 1.21% |
| Solar Industries India Ltd | 1.20% |
| PI Industries Ltd | 1.18% |
| JK Cement Ltd | 1.14% |
| Anthem Biosciences Ltd | 1.06% |
| India Cements Ltd | 1.02% |
| Aurobindo Pharma Ltd | 0.99% |
| Tbill | 0.64% |
| India (Republic of) | 0.42% |
| Jubilant Foodworks Ltd. 26-May-26 | 0.29% |
| Day Tbill | 0.13% |
| Manpasand Beverages Ltd | 0.00% |
| Treps | 5.87% |
| Cash Offset For Derivatives | 0.29% |
| Net Receivable / Payable | 0.15% |
| Margin Amount For Derivative Positions | 0.01% |
| Hexaware Technologies Ltd Ordinary Shares | - |
| Sanofi India Ltd | - |
| K.P.R. Mill Ltd | - |
In which sectors has SBI Midcap Reg Gr invested in?
The SBI Midcap Reg Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 10.53% |
| Communication Services | 1.66% |
| Consumer Cyclical | 12.09% |
| Consumer Defensive | 4.22% |
| Energy | - |
| Financial Services | 22.51% |
| Healthcare | 7.75% |
| Industrials | 16.27% |
| Real Estate | 3.46% |
| Technology | 5.85% |
| Utilities | 8.75% |
What is the risk level of SBI Midcap Reg Gr?
This is a Mid-Cap fund comes with Very High Risk.
Who are the fund managers of SBI Midcap Reg Gr?
SBI Midcap Reg Gr fund managers are Bhavin Vithlani.
Is there a minimum SIP amount to invest in SBI Midcap Reg Gr?
The minimum SIP amount to start investment in SBI Midcap Reg Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in SBI Midcap Reg Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in SBI Midcap Reg Gr on the basis of your investment objective and risk tolerance.
How to invest in SBI Midcap Reg Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in SBI Midcap Reg Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of SBI Midcap Reg Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of SBI Midcap Reg Gr?
The exit load of SBI Midcap Reg Gr is as follows:
Exit load of 0.3%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
Invest Anytime, Anywhere
By signing up I certify terms, conditions & privacy policy