SBI Mid Cap Fund
Direct · Growth ₹266.10
23 Apr 2026
NAV
19.6%
3Y CAGR
18.1%
5Y CAGR
18.7%
10Y CAGR
19.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.58
Sharpe
-43.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.96 L | 24.4% | -52.8% | 130.5% |
| 3 Years | ₹36.00 L | ₹48.05 L | 18.9% | -24.1% | 47.0% |
| 5 Years | ₹60.00 L | ₹99.27 L | 17.6% | -11.9% | 33.9% |
| 10 Years | ₹1.20 Cr | ₹3.20 Cr | 18.8% | 14.9% | 22.0% |
Fund SIP vs NIFTY MIDCAP 150
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 24.4% | 11.5% | +12.9% |
| 3 Years | 18.9% | 23.7% | -4.8% |
| 5 Years | 17.6% | 20.1% | -2.4% |
| 10 Years | 18.8% | 17.7% | +1.2% |