Sushil Bajaj |
📅 Last Updated on: November 27, 2025
SBI Mid Cap Fund is an open-ended equity scheme that invests predominantly in mid-cap companies (101st–250th by market capitalization). The fund aims to deliver long-term capital appreciation by building a diversified portfolio of fundamentally strong mid-cap businesses. Managed by Mr. Bhavin Vithlani, the scheme follows a blend of growth and value investing, using a bottom-up stock selection approach.
A midcap fund is an equity mutual fund that primarily invests in mid-sized companies — usually ranked between 101st to 250th by market capitalization in India. These companies are often in the growth stage, offering a balance between the stability of large caps and the high-risk/high-return potential of small caps.
Key Features of Midcap Funds:
| Parameter | Details |
|---|---|
| Fund Name | SBI Mid Cap Fund |
| Category | Equity – Mid Cap |
| Type | Open-ended equity scheme |
| Investment Objective | Long-term capital growth via mid-cap companies |
| Benchmark | Nifty Midcap 150 TRI |
| Fund Manager | Mr. Bhavin Vithlani |
| Minimum Investment | ₹5,000 |
| Plans Available | Regular & Direct |
| Options | Growth & IDCW |
| Exit Load | 0–30 days: 0.25% • 31–90 days: 0.10% • After 90 days: NIL |
| Derivatives Exposure | Up to 50% |
| Overseas Securities | Up to 35% |
| Launch Date | 29 March 2005 |
The fund aims to provide long-term capital appreciation by investing predominantly in a well-diversified portfolio of mid-cap stocks.
However, like all equity schemes, there is no guarantee that the investment objective will be achieved.
Benchmark Index: Nifty Midcap 150 TRI
Represents the top 150 midcap companies listed on NSE.
Provides a fair comparison for performance measurement against the broader midcap universe.
| Asset Type | Min % | Max % |
|---|---|---|
| Mid-cap equity & related instruments | 65% | 100% |
| Other equities (large & small cap) | 0% | 35% |
| REITs / InvITs | 0% | 10% |
| Debt Instruments | 0% | 35% |
| Money Market | 0% | 35% |
Additional strategic allowances:
For updated detailed Performance data and key informations as on December 5, 2025
Visit SBI Midcap Fund Performance Page
The fund invests mainly in mid-cap companies across sectors such as:
Exact top holdings must be checked on the AMC website
The scheme has been in existence since 2005, proving long-term consistency.
Combines the aggression of growth and discipline of valuation.
Invests across sectors, balancing risk and enhancing stability.
Managed by an experienced fund manager with rigorous bottom-up analysis.
Mid-caps historically outperform large-caps over long periods, supported by scalability.
| Ideal for investors who: |
|---|
| Can stay invested for 5 years or more |
| Want higher returns than large-cap funds |
| Understand moderate-to-high risk |
| Prefer SIP-based long-term investing |
| Want diversification beyond large caps |
| Not Ideal for investors who: |
|---|
| Risk-averse investors |
| Those expecting stable or guaranteed returns |
| Short-term goals |
Expense Ratio: Check latest factsheet.
Exit Load: 0–30 days: 0.25%
31–90 days: 0.10%
After 90 days: Nil
Taxation:
🔗 How to Invest Online?
| Investor Pain Point | How SBI Mid Cap Fund Helps |
|---|---|
| High volatility | Diversified approach reduces impact |
| Timing risk | SIP options (daily to annual) |
| Sector concentration | Multi-sector exposure |
| Liquidity concerns | Open-ended, daily redemption |
| Lack of stability | Long track record since 2005 |
A1: Yes. Mid-caps deliver strong returns over longer timeframes.
A2: Yes, SIP options include daily, weekly, monthly, quarterly, half-yearly & annual.
A3: ₹5,000 for lumpsum; additional investments from ₹1,000.
A4: It is a mid-cap equity fund, so risk is moderate-to-high.
A5: Managed by Mr. Bhavin Vithlani (21+ years experience).
SBI Mid Cap Fund is a strong and reliable choice for investors seeking long-term capital appreciation through mid-cap companies. With its disciplined investment strategy, diversified portfolio, and experienced fund manager, it is well-positioned for those aiming to build wealth over the long term.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
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