Groww Logo
Home>Mutual Funds>SBI Mutual Fund>SBI Large & Midcap Fund Direct Plan IDCW

SBI Large & Midcap Fund Direct Plan IDCW

Equity
Large & MidCap
Very High Risk
Payout
22.23%
3Y annualised
-0.73% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Jan 2022₹208.94
Min. SIP amount₹500
Rating3
Fund size₹5,632.92Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns39.0%22.2%18.5%18.1%
Category average59.0%15.2%14.8%NA
Rank with in category10117NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
FinancialEquity5.9%
TextilesEquity5.2%
FinancialEquity4.2%
CommunicationEquity3.3%
ConstructionEquity3.1%
FinancialEquity3.1%
TechnologyEquity3.1%
AutomobileEquity2.8%
FMCGEquity2.8%
AutomobileEquity2.6%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 1.23%

Cons

1Y annualised returns lower than category average by 21.7%

Expense ratio, exit load and tax

Expense ratio: 1.23%

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 house & investment objective

Fund house contact details

Compare funds

SBI Large & Midcap Fund Direct Plan IDCW
VS
Add mutual fund to compare

FAQs

How to Invest in SBI Large & Midcap Fund Direct Plan IDCW
What kind of returns does SBI Large & Midcap Fund Direct Plan IDCW provide?
How much expense ratio is charged by SBI Large & Midcap Fund Direct Plan IDCW?
What is the AUM of SBI Large & Midcap Fund Direct Plan IDCW?
How to Redeem SBI Large & Midcap Fund Direct Plan IDCW?
Can I invest in SIP and Lump Sum of SBI Large & Midcap Fund Direct Plan IDCW?
What is the NAV of SBI Large & Midcap Fund Direct Plan IDCW?
What is the PE and PB ratio of SBI Large & Midcap Fund Direct Plan IDCW?
Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.1.5
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI