33
Mid CapAvoid
SBI Midcap
SBI · Direct–Growth · rank #24 of 34 by Smart Score
Data updated
Trailing returns
1 Year
0.3%
+0.6% vs index
3 Years
9.2%
-4.0% vs index
5 Years
11.3%
-1.6% vs index
Since launch
17.5%
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
-2.0%+0.0% vs index
Why this score
SBI Midcap scores 33/100 — #24 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 return9.18% · 5th percentile in category
Volatility13.47 · 98th percentile in category
Sharpe ratio0.20 · 15th percentile in category
5Y return11.32% · 33rd percentile in category
Alpha-4.05 · 8th percentile in category
Fund size23282.20 Cr · 84th percentile in category
Top holdings
1.Torrent Power Ltd3.48%
2.Multi Commodity Exchange Of India Ltd3.12%
3.Supreme Industries Ltd2.96%
4.Crisil Ltd2.87%
5.SRF Ltd2.87%
55 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.