SBI Large & Midcap Fund Growth

Equity
Large & MidCap
Very High Risk
18.72%
3Y annualised
-1.74% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Dec 2024₹589.09
Min. SIP amountNot Supported
Rating4
Fund size₹29,234.37Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns22.4%18.7%21.0%15.1%
Category average27.6%19.6%21.1%NA
Rank with in category181515NA
Understand terms

Holdings (81)

NameSectorInstrumentAssets
FinancialEquity8.06%
EnergyEquity3.35%
FinancialEquity3.28%
FinancialEquity3.15%
FinancialEquity2.74%
TechnologyEquity2.72%
HealthcareEquity2.60%
TechnologyEquity2.41%
FinancialEquity2.23%
AutomobileEquity2.14%
Metals & MiningEquity2.06%
ConstructionEquity1.79%
ConstructionEquity1.78%
FinancialEquity1.76%
HealthcareEquity1.75%
HealthcareEquity1.72%
ServicesEquity1.67%
TechnologyEquity1.67%
HealthcareEquity1.65%
Metals & MiningEquity1.56%
Consumer StaplesEquity1.52%
Capital GoodsEquity1.28%
CommunicationEquity1.27%
AutomobileEquity1.26%
ConstructionEquity1.26%
Metals & MiningEquity1.25%
Consumer StaplesEquity1.23%
AutomobileEquity1.23%
TextilesEquity1.21%
Consumer StaplesEquity1.20%
CommunicationEquity1.11%
ConstructionEquity1.10%
HealthcareEquity1.08%
ChemicalsEquity1.04%
Consumer StaplesEquity1.03%
ConstructionEquity1.03%
EnergyEquity1.03%
EPAM Systems Inc
TechnologyForgn. Eq1.03%
Consumer DiscretionaryEquity1.00%
TechnologyEquity0.99%
TechnologyEquity0.99%
InsuranceEquity0.98%
AutomobileEquity0.97%
ServicesEquity0.96%
Metals & MiningEquity0.96%
Capital GoodsEquity0.95%
EnergyEquity0.94%
Consumer StaplesEquity0.94%
ServicesEquity0.86%
HealthcareEquity0.85%
CommunicationEquity0.85%
FinancialEquity0.83%
TextilesEquity0.76%
ChemicalsEquity0.67%
HealthcareEquity0.67%
Capital GoodsEquity0.65%
Capital GoodsEquity0.65%
FinancialEquity0.63%
AutomobileEquity0.58%
ConstructionEquity0.56%
Consumer StaplesEquity0.55%
Metals & MiningEquity0.54%
AutomobileEquity0.44%
ChemicalsEquity0.42%
Consumer DiscretionaryEquity0.41%
TechnologyEquity0.39%
AutomobileEquity0.38%
EnergyEquity0.37%
Consumer StaplesEquity0.35%
ServicesEquity0.29%
Metals & MiningEquity0.23%
Bharat Petroleum Corporation Ltd.
EnergyFutures0.20%
AutomobileEquity0.18%
HealthcareEquity0.17%
ChemicalsEquity0.13%
Alkem Laboratories Ltd.
HealthcareFutures0.09%
ChemicalsEquity0.00%
Consumer StaplesEquity0.00%
ServicesEquity0.00%
Jadoonet.com
TechnologyEquity0.00%
ChemicalsEquity0.00%
See All

Expense ratio, exit load and tax

Expense ratio: 1.61%

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

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%.

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

Saurabh Pant
Sep 2016 - Present
View details

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

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
E-mail
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,

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