Mirae Asset Midcap Fund vs SBI Midcap Fund
Over the last 3 years, Mirae Asset Midcap Fund returned 15.8% a year against 10.3% for SBI Midcap Fund (Direct plans). Mirae Asset Midcap Fund was the more consistent: ahead of its index in 8% of rolling 3-year periods, against 2%. In falling months, SBI Midcap Fund fell less: 87% of the index's fall, against 101%. They hold 16 stocks in common; the portfolio overlap is 21%. Data as of 12 Nov 2026.
| Mirae Asset Midcap Fund | SBI Midcap Fund | |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Fund house | Mirae Asset Mutual Fund | SBI Mutual Fund |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
| Age | 7.3 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹18,849 cr | ₹22,276 cr |
| Direct plan | ||
| Rating | B | C |
| Expense ratio | 0.96% | 1.01% |
| 1Y return | 4.0% | 0.8% |
| 3Y return (a year) | 15.8% | 10.3% |
| 5Y return (a year) | 13.8% | 11.1% |
| 3Y vs index | +0.9% | -4.6% |
| Rating score, rank | 55 · #13 of 28 | 10 · #28 of 28 |
| Regular plan | ||
| Rating | B | C |
| Expense ratio | 2.01% | 1.80% |
| 1Y return | 2.9% | 0.0% |
| 3Y return (a year) | 14.5% | 9.3% |
| 5Y return (a year) | 12.6% | 10.2% |
| 3Y vs index | -0.3% | -5.5% |
| Rating score, rank | 54 · #12 of 28 | 10 · #28 of 28 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 8% | 2% |
| Deepest fall, 3Y | -22.5% | -17.9% |
| Volatility, 3Y | 17.1% | 14.6% |
| Max fall, 5Y | -22.5% | -17.9% |
| Down capture, 3Y | 101 | 87 |
| Stocks held | 63 | 56 |
| Top 10 holdings | 32% | 29% |
| Large / mid / small caps | 12 / 68 / 16% | 12 / 67 / 18% |
| Largest sector | Pharmaceuticals & Biotechnology | Pharmaceuticals & Biotechnology |
Common questions
Mirae Asset Midcap Fund or SBI Midcap Fund: which is better?
On our track-record ratings (Direct plans), Mirae Asset Midcap Fund is rated B and SBI Midcap Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Mirae Asset Midcap Fund or SBI Midcap Fund: which has done better?
Over the last 3 years, Mirae Asset Midcap Fund returned 15.8% a year against 10.3% for SBI Midcap Fund (Direct plans).
How much do Mirae Asset Midcap Fund and SBI Midcap Fund overlap?
They hold 16 stocks in common; the portfolio overlap is 21%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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