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SBI Large & Midcap Fund Direct Plan Growth+0.44%

18.86%
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 Ratio1.42%
NAV₹290.02 (20 Jan 2021)
Fund Started01 Jan 2013
Fund Size3,354 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
18.9%
7.4%
14.7%
15.7%
Category Average
18.9%
6.2%
14.5%
-
Rank Within Category
11
10
13
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 18.9% returns per annum

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
Page Industries Ltd.TextilesEquity5.2%
HDFC Bank Ltd.FinancialEquity5.0%
ICICI Bank Ltd.FinancialEquity4.3%
Bharti Airtel Ltd.CommunicationEquity3.1%
State Bank of IndiaFinancialEquity2.9%
Infosys Ltd.TechnologyEquity2.9%
Indian Hotels Co. Ltd.ServicesEquity2.8%
Relaxo Footwears Ltd.FMCGEquity2.7%
Exide Industries Ltd.EngineeringEquity2.6%
Supreme Industries Ltd.ChemicalsEquity2.6%
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 ₹3,354 Cr and the Latest NAV as of 20 Jan 2021 is ₹290.02.

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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