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SBI Midcap Fund

Regular plan – Growth
Other options

The page shows the Growth option. The Regular plan’s other options have their own codes.

OptionAMFI codeISIN
Growth (this page)102941INF200K01560
IDCW102942INF200K01586, INF200K01578

Mid Cap FundSBI Mutual Fund

Open-ended. Launched on 29 Mar 2005.

NAVNAV Net asset value: the value of one unit of the scheme, which the fund house works out at the end of each business day.
Data delayed
AssetsAssets The market value of everything the scheme holds, less what it owes, as the fund house discloses it at each month-end.
₹23,282 cr
30 Sep 2026
SIP fromSIP Systematic investment plan: a fixed sum put into the scheme at regular intervals, usually every month.
₹500
a month
BenchmarkBenchmark The market index the fund house names in the SID as the measure the scheme is compared against.
NIFTY Midcap 150 Total Return Index
as the SID names it
Riskometer
Very High
read by Felix on 28 Oct 2026
Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

The fund house also offers a Direct plan of this scheme, whose expenses are lower to the extent of the distribution commission.

Assets: the fund house’s month-end disclosure of 30 Sep 2026. Minimums: fund house documents, as read by Felix on 28 Oct 2026. Benchmark: the SID.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

What it is

SEBI’s rule for a Mid Cap Fund: at least 65% in shares of mid-cap companies. Source: SEBI

What the SID allows it to holdSID Scheme information document: the scheme’s offer document, which sets out its objective, asset allocation, risks and expenses.

Equityallowed 65% to 100%
Debtallowed 0% to 35%
Money marketallowed 0% to 35%
Commoditiesallowed 0% to 20%

Source: the SID’s asset allocation, from fund house disclosures.

Riskometer

LowLow toModerateModerateModeratelyHighHighVery HighRiskometer

The risk of the scheme is Very High

As read by Felix on 28 Oct 2026. Fund houses review this level every month, and the fund house’s latest disclosure prevails: Riskometer disclosures, SBI Mutual Fund

  • Low
  • Low to Moderate
  • Moderate
  • Moderately High
  • High
  • Very High

Benchmark: NIFTY Midcap 150 Total Return Index. Its riskometer is published monthly by the fund house: Riskometer disclosures, SBI Mutual Fund

Source: fund houses’ disclosures.

Who runs it

Bars on one scale, from the scheme’s launch. Other schemes A to Z. Source: fund house disclosures, as of 28 Oct 2026.

Codes and identity

from the SID and AMFI
Fund house
SBI Mutual Fund
SEBI category
Mid Cap Fund
Plan and option
Regular plan – Growth
Structure
Open-ended
Launched
29 Mar 2005
AMFI code, Growth
102941
ISIN, Growth
INF200K01560
ISINs of the IDCW options
  • IDCW INF200K01586, INF200K01578
Registrar
CAMS
Fund house website
sbimf.com ↗

SBI Mutual Fund

SBI Mutual Fund runs 83 schemes in their Regular plan: 25 equity, 16 debt, 7 hybrid, 22 index funds and ETFs, 13 other.

28 fund managers, in their current schemes for 3 years on average.

9 schemes launched in the last 12 months.

Source: fund houses’ disclosures, as of 28 Oct 2026.

Buying and selling

SIP from
₹500, as the KIM states it
Entry load
Nil, since 1 Aug 2009
Stamp duty
0.005% of the amount invested, since 1 Jul 2020
Applicable NAV
That business day’s, when the application and the money reach the fund house by the 3 pm cut-off; after it, the next business day’s
Redemption money
Within 3 working days of the redemption request

Sources: the scheme’s KIM for the minimums; SEBI for the entry load, cut-off and redemption timeline; Ministry of Finance for stamp duty.

The category: Mid Cap Fund

All 34 schemes

34 schemes in their Regular plan, from 34 fund houses.

Schemes 21 to 30 of 34, A to Z; this scheme is marked.Schemes 24 to 28 of 34, A to Z; this scheme is marked.

Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
Motilal Oswal Midcap FundNIFTY Midcap 150 Total Return Index40,2085002014
Nippon India Growth Mid Cap FundNIFTY Midcap 150 Total Return Index50,1761001995
PGIM India Midcap FundNIFTY Midcap 150 Total Return Index10,5371,0002013
Quant Mid Cap FundNIFTY Midcap 150 Total Return Index7,6541,0002001
Samco Mid Cap FundNIFTY Midcap 150 Total Return Index75Not reported2026
SBI Midcap FundNIFTY Midcap 150 Total Return Index23,2825002005
Sundaram Mid Cap FundNIFTY Midcap 150 Total Return Index13,8541002002
Tata Mid Cap FundNIFTY Midcap 150 Total Return Index5,8601001994
Taurus Mid Cap FundNIFTY Midcap 150 Total Return Index1385001994
The Wealth Company Mid Cap FundNIFTY Midcap 150 Total Return Index172Not reported2026
Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
Quant Mid Cap FundNIFTY Midcap 150 Total Return Index7,6541,0002001
Samco Mid Cap FundNIFTY Midcap 150 Total Return Index75Not reported2026
SBI Midcap FundNIFTY Midcap 150 Total Return Index23,2825002005
Sundaram Mid Cap FundNIFTY Midcap 150 Total Return Index13,8541002002
Tata Mid Cap FundNIFTY Midcap 150 Total Return Index5,8601001994
Show all 34 schemes
Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
Aditya Birla Sun Life Mid Cap FundNIFTY Midcap 150 Total Return Index6,5501002002
Axis Midcap FundBSE 150 MidCap Total Return Index33,5281002011
Bandhan Mid Cap FundBSE 150 MidCap Index2,5191002022
Bank of India Mid Cap FundNIFTY Midcap 150 Total Return Index729Not reported2025
Baroda BNP Paribas Midcap FundNIFTY Midcap 150 Total Return Index2,5035002006
Canara Robeco Mid Cap FundBSE 150 MidCap Total Return Index4,9931,0002022
DSP Midcap FundNIFTY Midcap 150 Total Return Index19,4881002006
Edelweiss Mid Cap FundNIFTY Midcap 150 Total Return Index19,2301002007
Franklin India Mid Cap FundNIFTY Midcap 150 Total Return Index12,1565001993
HDFC Mid Cap FundNIFTY Midcap 150 Total Return Index1,01,8561002007
Helios Mid Cap FundNIFTY Midcap 150 Total Return Index2,3481,0002025
HSBC Midcap FundNIFTY Midcap 150 Total Return Index16,8005002004
ICICI Prudential Mid Cap FundNIFTY Midcap 150 Total Return Index7,9611002004
Invesco India Mid Cap FundBSE 150 MidCap Total Return Index15,7491002007
ITI Mid Cap FundNIFTY Midcap 150 Total Return Index1,4535002021
JM Mid Cap FundNIFTY Midcap 150 Total Return Index1,3031002022
Kotak Mid Cap FundNIFTY Midcap 150 Total Return Index66,6131002007
LIC MF Midcap FundNIFTY Midcap 150 Total Return Index3692002017
Mahindra Manulife Mid Cap FundNIFTY Midcap 150 Total Return Index5,0585002018
Mirae Asset Midcap FundNIFTY Midcap 150 Total Return Index19,539992019
Motilal Oswal Midcap FundNIFTY Midcap 150 Total Return Index40,2085002014
Nippon India Growth Mid Cap FundNIFTY Midcap 150 Total Return Index50,1761001995
PGIM India Midcap FundNIFTY Midcap 150 Total Return Index10,5371,0002013
Quant Mid Cap FundNIFTY Midcap 150 Total Return Index7,6541,0002001
Samco Mid Cap FundNIFTY Midcap 150 Total Return Index75Not reported2026
SBI Midcap FundNIFTY Midcap 150 Total Return Index23,2825002005
Sundaram Mid Cap FundNIFTY Midcap 150 Total Return Index13,8541002002
Tata Mid Cap FundNIFTY Midcap 150 Total Return Index5,8601001994
Taurus Mid Cap FundNIFTY Midcap 150 Total Return Index1385001994
The Wealth Company Mid Cap FundNIFTY Midcap 150 Total Return Index172Not reported2026
TRUSTMF Mid Cap FundNIFTY Midcap 150 Total Return Index687Not reported2026
Union Midcap FundBSE 150 MidCap Total Return Index1,9065002020
UTI Mid Cap FundNIFTY Midcap 150 Total Return Index11,9205002005
WhiteOak Capital Mid Cap FundBSE 150 MidCap Total Return Index8,4001002022

Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as read by Felix on 28 Oct 2026; benchmarks as each SID names them.

What changed

  1. 1 Apr 2024Bhavin Vithlani became a fund manager
  2. 1 Dec 2023Pradeep Kesavan became a fund manager
  3. 15 Apr 2005Re-opened for everyday purchases
  4. 29 Mar 2005Launched
  5. 17 Mar 2005NFO closed
  6. 21 Feb 2005NFO opened

Source: fund house disclosures and SEBI.

Documents

KIM Key information memorandum: the short summary of the SID that comes with every application form.

SBI Mutual Fund publishes the scheme’s documents on its website:

  • Scheme information document (SID)
  • Key information memorandum (KIM)
  • Monthly factsheet
  • Monthly portfolio disclosure

Read SID/KIM on AMC site

Felix links to the fund house’s own copies and never copies them.

Questions about this fund

Who manages it, and since when?

Pradeep Kesavan, since 1 Dec 2023 (Fund manager, foreign securities); Bhavin Vithlani, since 1 Apr 2024 (Fund manager). Source: SBI Mutual Fund’s disclosures.

What is the minimum SIP?

₹500 a month, as of 28 Oct 2026, from the fund house’s documents.

What is its benchmark?

NIFTY Midcap 150 Total Return Index, as the SID names it. Felix shows the benchmark by name only.

When was it launched, and what was it called before?

It was launched on 29 Mar 2005.

How do I invest in it?

Read the SID and KIM on SBI Mutual Fund’s website first. A mutual fund distributor can place your application in this scheme’s Regular plan. Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission.

What does “Regular plan – Growth” mean?

The Regular plan is the one bought through a distributor; its expenses include the distributor’s commission. In the Growth option, gains stay in the NAV and nothing is paid out.

Where are its documents?

On SBI Mutual Fund’s website: the scheme information document (SID), the key information memorandum (KIM) and the monthly factsheet.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Data on this page

BlockSourceFor
AssetsFund houses’ disclosures, at month-end30 Sep 2026
MinimumsFund house documents, as read by Felix28 Oct 2026
RiskometerFund houses’ disclosures, as read by Felix28 Oct 2026
Asset allocationThe SID, from fund house disclosures28 Oct 2026
Fund managersFund house disclosures28 Oct 2026

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