SBI Large & Midcap Fund Direct Plan Growth

SBI Large & Midcap Fund Direct Plan Growth

Equity
Large & MidCap
Very High Risk
+20.50%
3Y annualised
-0.88% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Feb '26
₹712.58
Min. for SIP
₹100
Fund size
₹37,496.73 Cr
Expense ratio
0.72%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹63,936
+6.56%
3 years₹1,80,000₹2,22,926
+23.85%
5 years₹3,00,000₹4,50,167
+50.06%
10 years₹6,00,000₹14,82,663
+147.11%

Holdings (90)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity5.45%
Axis Bank Ltd.FinancialEquity3.36%
State Bank of IndiaFinancialEquity3.30%
ICICI Bank Ltd.FinancialEquity3.00%
Ashok Leyland Ltd.AutomobileEquity2.83%
Reliance Industries Ltd.EnergyEquity2.83%
HDFC Asset Management Company Ltd.FinancialEquity2.56%
Bharat Forge Ltd.AutomobileEquity2.50%
Asian Paints Ltd.ChemicalsEquity2.49%
Tata Motors Ltd.AutomobileEquity2.45%
Shree Cement Ltd.ConstructionEquity2.41%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity2.35%
Alkem Laboratories Ltd.HealthcareEquity2.24%
Jindal Steel Ltd.Metals & MiningEquity2.15%
Berger Paints India Ltd.ChemicalsEquity2.10%
Aurobindo Pharma Ltd.HealthcareEquity2.09%
Abbott India Ltd.HealthcareEquity2.02%
Torrent Power Ltd.EnergyEquity1.87%
LTIMindtree Ltd.TechnologyEquity1.82%
Balkrishna Industries Ltd.AutomobileEquity1.78%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.74%
Hindalco Industries Ltd.Metals & MiningEquity1.72%
Indus Towers Ltd.CommunicationEquity1.67%
Gland Pharma Ltd.HealthcareEquity1.56%
Infosys Ltd.TechnologyEquity1.53%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.45%
Divi's Laboratories Ltd.HealthcareEquity1.34%
United Breweries Ltd.Consumer StaplesEquity1.34%
Hindustan Unilever Ltd.Consumer StaplesEquity1.27%
Larsen & Toubro Ltd.ConstructionEquity1.23%
Jubilant FoodWorks Ltd.ServicesEquity1.22%
Sundram Fasteners Ltd.Capital GoodsEquity1.19%
Biocon Ltd.HealthcareEquity1.18%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.16%
FSN E-Commerce Ventures Ltd.ServicesEquity1.14%
AIA Engineering Ltd.Metals & MiningEquity1.12%
UNO Minda Ltd.AutomobileEquity1.11%
Page Industries Ltd.TextilesEquity1.07%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.06%
Tata Steel Ltd.Metals & MiningEquity1.03%
HDFC Life Insurance Co Ltd.InsuranceEquity1.03%
Delhivery Ltd.ServicesEquity0.84%
Emami Ltd.Consumer StaplesEquity0.84%
Punjab National BankFinancialEquity0.77%
EPAM Systems IncTechnologyForgn. Eq0.75%
Steel Authority Of India Ltd.Metals & MiningEquity0.74%
Voltas Ltd.Consumer DiscretionaryFutures0.66%
Reserve Bank of IndiaFinancialT-Bills0.66%
Laurus Labs Ltd.HealthcareEquity0.64%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.63%
ACC Ltd.ConstructionEquity0.59%
GR Infraprojects Ltd.ConstructionEquity0.58%
The Ramco Cements Ltd.ConstructionEquity0.58%
Acutaas Chemicals Ltd.HealthcareEquity0.56%
Ingersoll-Rand (India) Ltd.Capital GoodsEquity0.55%
Honeywell Automation India Ltd.Capital GoodsEquity0.55%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.55%
Hexaware Technologies Ltd.TechnologyEquity0.53%
Nuvoco Vistas Corporation Ltd.ConstructionEquity0.52%
Dr. Lal Pathlabs Ltd.HealthcareEquity0.49%
Kajaria Ceramics Ltd.ConstructionEquity0.48%
Hatsun Agro Product Ltd.Consumer StaplesEquity0.45%
Timken India Ltd.Capital GoodsEquity0.44%
Bank of IndiaFinancialEquity0.44%
Relaxo Footwears Ltd.Consumer StaplesEquity0.42%
Angel One Ltd.FinancialEquity0.34%
Dabur India Ltd.Consumer StaplesEquity0.34%
Motherson Sumi Wiring India Ltd.AutomobileEquity0.33%
Blue Star Ltd.Consumer DiscretionaryEquity0.31%
Neogen Chemicals Ltd.ChemicalsEquity0.30%
National Aluminium Company Ltd.Metals & MiningEquity0.30%
Reserve Bank of IndiaFinancialT-Bills0.27%
Wipro Ltd.TechnologyEquity0.25%
Tube Investments Of India Ltd.AutomobileEquity0.20%
Sheela Foam Ltd.Consumer DiscretionaryEquity0.20%
Ganesha Ecosphere Ltd.TextilesEquity0.17%
Thermax Ltd.Capital GoodsEquity0.16%
Lemon Tree Hotels Ltd.ServicesEquity0.14%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.14%
Reserve Bank of IndiaFinancialT-Bills0.09%
Persistent Systems Ltd.TechnologyEquity0.06%
MRF Ltd.AutomobileEquity0.04%
Kwality Wall's (India) Ltd.Consumer StaplesEquity0.02%
Gayatri Bio Organics Ltd.ChemicalsEquity0.00%
Manpasand Beverages Ltd.Consumer StaplesEquityNA
Numero Uno International LtdServicesEquityNA
Jadoonet.comTechnologyEquityNA
Padmini Technologies Ltd.ChemicalsEquityNA
Laurus Labs Ltd.HealthcareFutures-0.13%
Steel Authority Of India Ltd.Metals & MiningFutures-0.74%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+20.5%+18.9%+17.8%+17.1%
Category average (Equity Large & MidCap)+17.5%+18.0%+14.7%--
Rank (Equity Large & MidCap)16711--

Exit load, stamp duty and tax

Exit load

Exit load of 0.10% if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

SP
Saurabh Pant
Sep 2016 - Present
View details

Education
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
Experience
He has been associated with SBI Mutual Fund since 2007.

PK
Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

About SBI Large & Midcap Fund Direct Plan Growth

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 29 Jun 1987. 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 ₹12,60,926 Cr and the Latest NAV as of 28 Feb 2026 is ₹712.58. The SBI Large & Midcap Fund Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹5,000. 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.
Fund benchmarkNIFTY Large Midcap 250 Total Return Index

Fund house

Rank (total assets)#1 in India
Total AUM₹12,60,925.93 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianStock Holding Corp. of India Ltd.
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,