32
Mid CapAvoid
SBI Midcap
SBI · Direct–Growth · rank #26 of 34 by Smart Score
Data updated
Trailing returns
1 Year
7.6%
-2.2% vs index
3 Years
11.8%
-4.7% vs index
5 Years
14.2%
-2.6% vs index
Since launch
18.1%
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
+3.0%-1.2% vs index
Why this score
SBI Midcap scores 32/100 — #26 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 return11.77% · 5th percentile in category
Volatility13.36 · 98th percentile in category
Sharpe ratio0.38 · 15th percentile in category
5Y return14.18% · 29th percentile in category
Alpha-3.97 · 11th percentile in category
Fund size24353.77 Cr · 84th percentile in category
Top holdings
1.Crisil Ltd3.04%
2.Torrent Power Ltd2.9%
3.Supreme Industries Ltd2.85%
4.Biocon Ltd2.73%
5.Adani Transmission Ltd2.7%
54 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.