Two of the largest Mid Cap funds side by side: returns, risk, cost, size and what they hold. Prices as of 3 Nov 2026.
Past returns do not tell you future returns.
| Nippon India Growth Mid Cap Fund Nippon India | SBI Midcap Fund SBI | |
|---|---|---|
| Returns | ||
| 1 year | -0.4% | -3.4% |
| 3 years, a year | +15.6% | +8.6% |
| 5 years, a year | +15.1% | +10.2% |
| Since launch, a year | +15.1% | +12.7% |
| 3-year rank in category | 10 of 29 | 29 of 29 |
| Benchmark, 3 years | +13.9% | +13.9% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 16.2% | 14.5% |
| Biggest fall, 3 years | -20.1% | -18.2% |
| Sharpe ratio, 3 years | 0.58 | 0.20 |
| Beta | 0.95 | 0.74 |
| Alpha, a year | +2.1% | -3.3% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.56% | 1.80% |
| Money in the fund | ₹49,505 cr | ₹22,643 cr |
| Running for | 31.1 years | 21.6 years |
| Minimum SIP | ₹100 | — |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
Past returns do not indicate future returns. Each fund page has the full detail.
The five largest holdings of each, from the latest monthly portfolios
Overlap is the part of the two portfolios that is the same, by weight: 100% would be identical.
What they share, by industry and sector
| Holding | Nippon India | SBI |
|---|---|---|
| Multi Commodity Exchange of India Limited | 3.2% | 3.1% |
| The Federal Bank Limited | 2.6% | 2.5% |
| ICICI Lombard General Insurance Company Limited | 2.1% | 2.7% |
| Bharat Forge Limited | 2.0% | 2.2% |
| Bharat Heavy Electricals Limited | 1.4% | 2.7% |
| Indus Towers Limited | 1.3% | 1.5% |
| Shree Cement Limited | 1.2% | 2.4% |
| FSN E-Commerce Ventures Limited | 1.1% | 2.5% |
| One 97 Communications Limited | 2.0% | 1.0% |
| Supreme Industries Limited | 1.0% | 3.0% |
Both are Mid Cap funds, from Nippon India and SBI. Nippon India Growth Mid Cap Fund manages ₹49,505 cr and SBI Midcap Fund ₹22,643 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
Nippon India Growth Mid Cap Fund, at 1.56% a year, against 1.80% for SBI Midcap Fund.
Over three years, Nippon India Growth Mid Cap Fund returned +15.6% a year and SBI Midcap Fund +8.6% a year. Over one year they returned -0.4% and -3.4%. Past returns do not indicate future returns.
They hold 26.7% of the same investments, 68.1% of the same industries and 79.6% of the same sectors, by weight, in their latest monthly portfolios.
To set a third or fourth fund alongside, open these two in Compare and add more.