| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.45% |
| NAV | ₹233.11 (23 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹2,860 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 4.4% |
| Balkrishna Industries Ltd. | Automobile | Equity | 4.3% |
| HDFC Bank Ltd. | Financial | Equity | 4.2% |
| Infosys Ltd. | Technology | Equity | 3.9% |
| Bharti Airtel Ltd. | Communication | Equity | 3.1% |
| Natco Pharma Ltd. | Healthcare | Equity | 3.1% |
| State Bank of India | Financial | Equity | 3.0% |
| JK Cement Ltd | Construction | Equity | 3.0% |
| Page Industries Ltd. | Textiles | Equity | 2.8% |
| Relaxo Footwears Ltd. | FMCG | Equity | 2.7% |
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.
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.
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.