SBI Large & Midcap Fund Direct Plan IDCW

Equity
Large & MidCap
Very High Risk
Payout
18.41%
3Y annualised
-0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 07 Feb 2023₹214.85
Min. SIP amount₹500
Rating5
Fund size₹9,077.27Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.7%18.4%13.4%16.4%
Category average-0.9%15.2%10.5%NA
Rank with in category676NA
Understand terms

Holdings (59)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity6.3%
Infosys Ltd.TechnologyEquity4.2%
State Bank of IndiaFinancialEquity3.8%
HDFC Bank Ltd.FinancialEquity3.6%
Axis Bank Ltd.FinancialEquity3.5%
Page Industries Ltd.TextilesEquity3.4%
Reliance Industries Ltd.EnergyEquity3.1%
The Indian Hotels Company Ltd.ServicesEquity2.9%
Bharti Airtel Ltd.CommunicationEquity2.6%
ITC Ltd.Consumer StaplesEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 1.04%

Inclusive of GST

Exit load

Exit load of 0.10% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Mohit Jain
Nov 2017 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
Website
NA
SBI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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