CALCULATE YOUR SIP RETURNS
Angel One - Share Market Trading and Stock Broking
START SIP NOWLogin
SBI Mutual Fund logo
EQUITY•MID CAP FUND

SBI Midcap Fund Direct Plan IDCW Payout

3 Year return

18.09%
NAV on December 31, 2025
148.7793
1D Returns
-0.31%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
33.47%₹1,205
Total Value ₹4,805

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹23,359.53 Cr.
Expense Ratio
0.84% (inclusive of GST)
Exit Load
For exit within 30 days from the date of allotment - 0.25% For exit after 30 days and within 90 days from the date of allotment - 0.10% For exit after 90 days from the date of allotment - Nil

Ratings

ARQ Rating
5

Ratings by other agencies

Value Research
4
Crisil
4
Morning Star
3

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

SBI Mutual Fund Manager

BV

Bhavin Vithiani

Fund Manager since Apr 2024

PK

Pradeep Kesavan

Fund Manager since Dec 2023

SA

Sohini Andani

Fund Manager since Jul 2010

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Midcap Fund25.8669%
4.5
Edelweiss Mid Cap Fund27.2193%
3
HDFC Mid Cap Fund26.0292%
4

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About the SBI Magnum Midcap Fund Direct Plan IDCW Payout

The SBI Magnum Midcap Fund Direct Plan IDCW Payout is an equity mutual fund scheme that invests in a diversified portfolio of mid-cap stocks. The fund aims to generate long-term capital growth for its investors and offers the option of receiving regular income in the form of dividends. It is an open-ended scheme, which means that it can issue and redeem units on a continuous basis.

Investment Objectives of the Scheme

The investment objective of the SBI Magnum Midcap Fund Direct Plan IDCW Payout is to generate long-term capital growth by investing in a diversified portfolio of mid-cap equity securities. The fund may invest in a mix of mid-cap stocks. The fund's asset allocation will be reviewed and adjusted on a regular basis to ensure that it is aligned with its investment objective.

Key Features of The Fund

5-year return
21.4044%
Expense Ratio
0.84%
Fund Manager
Bhavin Vithiani
Fund Size
₹23359.53 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The SBI Magnum Midcap Fund Direct Plan IDCW Payout is a good option for investors who are looking for long-term capital growth and who want to receive regular income in the form of dividends. The fund is suitable for investors who have a time horizon of at least 5 years and who are comfortable with the risk of investing in mid-cap stocks.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Enhance the Creation of Long-Term Wealth With SIPs

SIPs are an effective strategy for building long-term wealth. SIPs leverage the power of compounding by continuously making small, regular investments at regular periods, which lets your money increase substantially over time. This tactic works especially well for reaching financial goals in the long run. With the help of mutual fund SIP calculator, you can efficiently plan your SIP investments and estimate possible returns.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Midcap Fund Direct Plan IDCW Payout on December 31, 2025, is ₹148.7793
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Midcap Fund Direct Plan IDCW Payout, is ₹23359.53 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Midcap Fund Direct Plan IDCW Payout is 0.84%
The SBI Midcap Fund Direct Plan IDCW Payout was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Midcap Fund Direct Plan IDCW Payout is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,805 in 3Y at 18.0868% returns
SIP Date1st of every month

Your next SIP Payment will be on 31 January 2026

By proceeding, you accept AngelOne's T&C

Grow your wealth with SIP
4,000+ Mutual Funds to choose from