Groww Logo
Home>Mutual Funds>SBI Mutual Fund>SBI Large & Midcap Fund IDCW

SBI Large & Midcap Fund IDCW

Equity
Large & MidCap
Very High Risk
Payout
22.72%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Aug 2022₹173.01
Min. SIP amountNot Supported
Rating5
Fund size₹7,149.12Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns12.5%22.7%14.1%14.7%
Category average59.0%15.2%14.8%NA
Rank with in category473NA
Understand terms

Holdings (56)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity6.2%
Page Industries Ltd.TextilesEquity4.9%
Infosys Ltd.TechnologyEquity4.3%
Reliance Industries Ltd.EnergyEquity3.9%
HDFC Bank Ltd.FinancialEquity3.2%
The Indian Hotels Company Ltd.ServicesEquity3.0%
State Bank of IndiaFinancialEquity2.8%
ITC Ltd.Consumer StaplesEquity2.8%
Bharti Airtel Ltd.CommunicationEquity2.8%
UNO Minda Ltd.AutomobileEquity2.5%
See All

Expense ratio, exit load and tax

Expense ratio: 1.95%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Mohit Jain
Nov 2017 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

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
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,

Compare funds

SBI Large & Midcap Fund IDCW
VS
Add mutual fund to compare

FAQs

How to Invest in SBI Large & Midcap Fund IDCW?

You can easily invest in SBI Large & Midcap Fund IDCW 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 IDCW 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 IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does SBI Large & Midcap Fund IDCW provide?

The SBI Large & Midcap Fund IDCW has been there from 28 Feb 1993 and the average annual returns provided by this fund is 12.48% since its inception.

How much expense ratio is charged by SBI Large & Midcap Fund IDCW?

The term Expense Ratio used for SBI Large & Midcap Fund IDCW 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 IDCW is 1.95% as of 19 Aug 2022...

What is the AUM of SBI Large & Midcap Fund IDCW?

The AUM, short for Assets Under Management of SBI Large & Midcap Fund IDCW is ₹7,149.12Cr as of 19 Aug 2022.

How to Redeem SBI Large & Midcap Fund IDCW?

If you want to sell your SBI Large & Midcap Fund IDCW 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 IDCW?

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

What is the NAV of SBI Large & Midcap Fund IDCW?

The NAV of SBI Large & Midcap Fund IDCW is ₹173.01 as of 18 Aug 2022.

What is the PE and PB ratio of SBI Large & Midcap Fund IDCW?

The PE ratio ratio of SBI Large & Midcap Fund IDCW 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).

Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.2.5
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI