SBI Large & Midcap Fund Direct Plan-Growth-0.29%

3Groww
5.28%
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 Ratio1.57%
NAV222.4 (23 Jul 2019)
Fund Started01 Jan 2013
Fund Size2,608 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Large & Midcap Fund Direct Plan-Growth
5.3%
9.4%
11.9%
15.1%
Category Average
0.0%
11.5%
11.7%
-
Rank within category
8
13
9
-
*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 5.3% 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
    FinancialEquity6.5%
    FinancialEquity5.7%
    State Bank of IndiaFinancialEquity4.7%
    FinancialEquity4.6%
    Indian Hotels Co. Ltd.ServicesEquity3.9%
    ConstructionEquity3.9%
    EngineeringEquity2.9%
    TechnologyEquity2.8%
    ConstructionEquity2.8%
    EnergyEquity2.6%
    See All

    Other Details

    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

    SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.

    With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services.

    SBI Funds Management has been effectively managing and guiding India’s dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund’. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.

    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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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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