31
Mid CapAvoid
SBI Midcap
SBI · Direct–Growth · rank #26 of 33 by Smart Score
Trailing returns
1 Year
2.0%
-2.8% vs index
3 Years
13.4%
-5.9% vs index
5 Years
15.2%
-2.3% vs index
Since launch
18.4%
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
+3.5%+0.1% vs index
Why this score
SBI Midcap scores 31/100 — #26 of 33 Mid Cap fund (Avoid). It stands out for volatility — beating 98% of peers on volatility. The main drag is its 3y return (better than only 8% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return13.39% · 8th percentile in category
Volatility13.35 · 98th percentile in category
Sharpe ratio0.52 · 11th percentile in category
5Y return15.23% · 29th percentile in category
Alpha-4.60 · 8th percentile in category
Sortino ratio0.69 · 11th percentile in category