SBI Mid Cap Direct Plan-Growth
Equity: Mid Cap - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Mid CapBenchmark: NIFTY Midcap 150 Total Return IndexCheck Portfolio Overlap →
NAV: ₹259.09+0.87%
09 Oct 2026
Rolling Returns Analysis
Rolling annualized returns of SBI Mid Cap Direct Plan-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 06 Jan, 2014 - 09 Oct, 2026 | 21 Jan, 2016 - 09 Oct, 2026 | 31 Jan, 2018 - 09 Oct, 2026 | 13 Feb, 2020 - 09 Oct, 2026 |
| Average returns | 23.21% | 19.55% | 18.14% | 17.36% |
| Standard deviation | 28.34% | 12.34% | 7.71% | 2.16% |
| Best returns | 116.80% 1 year ending on 07 Apr, 2021 | 48.21% 3 years ending on 22 Sep, 2016 | 36.24% 5 years ending on 23 Apr, 2025 | 22.09% 7 years ending on 26 Aug, 2026 |
| Worst returns | -31.66% 1 year ending on 24 Mar, 2020 | -10.24% 3 years ending on 24 Mar, 2020 | -1.52% 5 years ending on 03 Apr, 2020 | 10.37% 7 years ending on 23 Mar, 2020 |
| Period with positive return | 82.96% | 93.29% | 99.44% | 100.00% |
| Period with return > 5% | 72.78% | 85.98% | 94.38% | 100.00% |
| Period with return > 10% | 63.36% | 76.22% | 85.23% | 100.00% |
| Period with return > 15% | 50.48% | 65.93% | 62.33% | 84.63% |
| Beat % Category | 43.75% | 41.09% | 35.76% | 16.76% |
| Beat % Benchmark | 52.22% | 40.63% | 31.31% | 17.79% |
Trailing Returns
Point-to-point returns of SBI Mid Cap Direct Plan-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
15%
-2.4%
0.1%
-2.5%
YTD
-4.9%
-5.7%
-6.0%
1 M
4.6%
5.5%
3.4%
6 M
1.0%
1.6%
0.4%
1 Y
9.6%
14.9%
13.9%
3 Y
11.8%
13.7%
13.7%
5 Y
13.3%
15.6%
16.0%
10 Y
Fund
Equity: Mid Cap
NIFTY Midcap 150 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -2.43% | -4.87% | 4.56% | 1.03% | 9.62% | 11.84% | 13.32% | 17.53% |
| Equity: Mid Cap | 0.10% | -5.65% | 5.54% | 1.63% | 14.90% | 13.73% | 15.63% | - |
| NIFTY Midcap 150 Total Return Index | -2.52% | -6.01% | 3.41% | 0.37% | 13.94% | 13.68% | 16.04% | - |
| Rank in category | 30 | 12 | 25 | 25 | 37 | 21 | 17 | - |
| Funds in category | 50 | 54 | 52 | 47 | 37 | 28 | 19 | - |
Period Returns
Calendar-year, quarterly and monthly return history of SBI Mid Cap Direct Plan-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of SBI Mid Cap Direct Plan-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
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Frequently Asked Questions
What are the 1-year returns of SBI Mid Cap Direct Plan-Growth?
SBI Mid Cap Direct Plan-Growth has delivered a 1-year return of 1.03% as of 9 Oct 2026. During the same period, its benchmark NIFTY Midcap 150 Total Return Index returned 0.37%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of SBI Mid Cap Direct Plan-Growth?
SBI Mid Cap Direct Plan-Growth has delivered a 3-year CAGR of 9.62% as of 9 Oct 2026. Its benchmark NIFTY Midcap 150 Total Return Index returned 13.94% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of SBI Mid Cap Direct Plan-Growth?
SBI Mid Cap Direct Plan-Growth has delivered a 5-year CAGR of 11.84% as of 9 Oct 2026. Its benchmark NIFTY Midcap 150 Total Return Index returned 13.68% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of SBI Mid Cap Direct Plan-Growth since inception?
Since its launch on 31 Dec 2012, SBI Mid Cap Direct Plan-Growth has delivered a CAGR of 17.53%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has SBI Mid Cap Direct Plan-Growth performed vs its category over the long term?
Over the long term, SBI Mid Cap Direct Plan-Growth has ranked 37 out of 37 funds in the Equity: Mid Cap category on a 3-year basis, and 21 out of 28 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of SBI Mid Cap Direct Plan-Growth?
The Sharpe ratio of SBI Mid Cap Direct Plan-Growth is 0.29 (as of 9 Oct 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of SBI Mid Cap Direct Plan-Growth?
The 3Y alpha of SBI Mid Cap Direct Plan-Growth is -2.77% (as of 9 Oct 2026). Alpha measures the excess return generated by the fund over and above its benchmark NIFTY Midcap 150 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of SBI Mid Cap Direct Plan-Growth?
The beta of SBI Mid Cap Direct Plan-Growth is 0.85 (as of 9 Oct 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark NIFTY Midcap 150 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. SBI Mid Cap Direct Plan-Growth's beta of 0.85 indicates it is more defensive than its benchmark.
What are the rolling returns of SBI Mid Cap Direct Plan-Growth?
The average 1-year and 3-year rolling returns of SBI Mid Cap Direct Plan-Growth is 23.21% and 19.55% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.