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SBI Large & Midcap Fund Direct Plan Growth

Equity
Large & MidCap
Very High Risk
15.79%
3Y annualised
+0.84% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 May 2022₹363.47
Min. SIP amount₹500
Rating4
Fund size₹6,598.83Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.8%15.8%13.3%16.1%
Category average59.0%15.2%14.8%NA
Rank with in category984NA
Understand terms

Holdings (58)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity6.1%
Page Industries Ltd.TextilesEquity5.0%
Reliance Industries Ltd.EnergyEquity4.7%
HDFC Bank Ltd.FinancialEquity3.4%
Bharti Airtel Ltd.CommunicationEquity3.2%
The Indian Hotels Company Ltd.ServicesEquity3.2%
State Bank of IndiaFinancialEquity2.9%
ITC Ltd.Consumer StaplesEquity2.6%
NUVOCO Vistas Corp Ltd.ConstructionEquity2.5%
Minda Industries Ltd.AutomobileEquity2.4%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 1.22%

Cons

1Y annualised returns lower than category average by 27.65%

Expense ratio, exit load and tax

Expense ratio: 1.18%

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

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
Amc Image
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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FAQs

How to Invest in SBI Large & Midcap Fund Direct Plan Growth?

You can easily invest in SBI Large & Midcap Fund Direct Plan Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for SBI Large & Midcap Fund Direct Plan Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in SBI Large & Midcap Fund Direct Plan Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does SBI Large & Midcap Fund Direct Plan Growth provide?

The SBI Large & Midcap Fund Direct Plan Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 9.77% since its inception.

How much expense ratio is charged by SBI Large & Midcap Fund Direct Plan Growth?

The term Expense Ratio used for SBI Large & Midcap Fund Direct Plan Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of SBI Large & Midcap Fund Direct Plan Growth is 1.18% as of 28 May 2022...

What is the AUM of SBI Large & Midcap Fund Direct Plan Growth?

The AUM, short for Assets Under Management of SBI Large & Midcap Fund Direct Plan Growth is ₹6,598.83Cr as of 28 May 2022.

How to Redeem SBI Large & Midcap Fund Direct Plan Growth?

If you want to sell your SBI Large & Midcap Fund Direct Plan Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of SBI Large & Midcap Fund Direct Plan Growth?

You can select either SIP or Lumpsum investment of SBI Large & Midcap Fund Direct Plan Growth based on your investment objective and risk tolerance.

What is the NAV of SBI Large & Midcap Fund Direct Plan Growth?

The NAV of SBI Large & Midcap Fund Direct Plan Growth is ₹363.47 as of 27 May 2022.

What is the PE and PB ratio of SBI Large & Midcap Fund Direct Plan Growth?

The PE ratio ratio of SBI Large & Midcap Fund Direct Plan Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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