SBI Large & Midcap Fund Direct Plan Growth+0.28%

2.46%
1 Year Return
Equity
Large & Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Large & Midcap Fund Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.45%
NAV233.11 (23 Oct 2020)
Fund Started01 Jan 2013
Fund Size2,860 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Large & Midcap Fund Direct Plan Growth
2.5%
3.5%
7.8%
13.1%
Category Average
3.1%
1.8%
7.6%
-
Rank within category
16
9
13
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 2.5% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the category average returns
    2. 5Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity4.4%
    Balkrishna Industries Ltd.AutomobileEquity4.3%
    HDFC Bank Ltd.FinancialEquity4.2%
    Infosys Ltd.TechnologyEquity3.9%
    Bharti Airtel Ltd.CommunicationEquity3.1%
    Natco Pharma Ltd.HealthcareEquity3.1%
    State Bank of IndiaFinancialEquity3.0%
    JK Cement LtdConstructionEquity3.0%
    Page Industries Ltd.TextilesEquity2.8%
    Relaxo Footwears Ltd.FMCGEquity2.7%
    See All

    SBI Large & Midcap Fund Direct Plan Growth Details

    SBI Large & Midcap Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Saurabh Pant is the Current Fund Manager of SBI Large & Midcap Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,860 Cr and the Latest NAV as of 23 Oct 2020 is ₹233.11.

    The SBI Large & Midcap Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.10% if redeemed within 30 days.

    Investment Objective

    The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising predominantly large cap and mid cap companies.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 0.10% if redeemed within 30 days.
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    29 Jun 1987
    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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