SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) is a scheme launched by SBI Mutual Fund on March 29, 2005, and falls under the Mid Cap fund category. It currently manages an AUM of Rs 22,011.53 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.67% for managing the portfolio.

• Investing Strategy:

  To provide investors with opportunities for long-term growth in capital alongwith the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.

• Performance:

  SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) trailing returns over different times are -6.5% (1 year), 14.79% (3 year) and 24.59% (5 year). The average annual return of this fund stands at -1.78%.