SBI Large & Midcap Fund Direct Plan Growth+0.75%

3Groww
-3.13%
1 Year Return
Equity
Large & Mid Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Large & Midcap Fund Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.60%
NAV217.67 (13 Sep 2019)
Fund Started01 Jan 2013
Fund Size2,493 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Large & Midcap Fund Direct Plan Growth
-3.1%
6.9%
9.6%
14.3%
Category Average
-7.5%
6.6%
10.4%
-
Rank within category
6
12
10
-
*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
    30
    with -3.1% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity5.8%
    HDFC Bank Ltd.FinancialEquity5.4%
    Axis Bank Ltd.FinancialEquity4.0%
    State Bank of IndiaFinancialEquity3.8%
    Indian Hotels Co. Ltd.ServicesEquity3.6%
    Larsen & Toubro Ltd.ConstructionEquity3.5%
    Infosys Ltd.TechnologyEquity3.3%
    Thermax Ltd.EngineeringEquity3.0%
    Muthoot Finance Ltd.FinancialEquity2.9%
    JK Cement LtdConstructionEquity2.9%
    See All

    Other Details

    SBI Large & Midcap Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Saurabh Pant is the Current Fund Manager of SBI Large & Midcap Fund Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹2,493 Cr and the Latest NAV as of 13 Sep 2019 is ₹217.67.

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

    Investment Objective

    Magnum Multiplier Plus is an open-ended diversified equity fund and the investment objective of the scheme is to provide investors long term capital appreciation along with the liquidity of an open-ended scheme. The scheme will invest in a diversified portfolio of equities of high growth 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
    28 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,
    Invest Now
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