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SBI Large & Midcap Fund Growth-0.57%

17.56%
1 Year Return
Equity
Large & Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Large & Midcap Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.12%
NAV₹276.00 (21 Jan 2021)
Fund Started28 Feb 1993
Fund Size3,354 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
17.6%
6.4%
13.8%
12.6%
Category Average
18.4%
6.0%
14.4%
-
Rank Within Category
13
10
11
-
*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 17.6% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
4. 3Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 2.05%
9. 1Y Returns are lower than the category average returns
10. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Page Industries Ltd.TextilesEquity6.0%
HDFC Bank Ltd.FinancialEquity4.7%
ICICI Bank Ltd.FinancialEquity4.6%
Infosys Ltd.TechnologyEquity4.1%
State Bank of IndiaFinancialEquity3.1%
HCL Technologies Ltd.TechnologyEquity3.1%
ICICI Lombard General Insurance Company Ltd.FinancialEquity3.0%
Relaxo Footwears Ltd.FMCGEquity2.8%
Indian Hotels Co. Ltd.ServicesEquity2.6%
Sheela Foam Ltd.TextilesEquity2.6%
See All

SBI Large & Midcap Fund Growth Details

SBI Large & Midcap Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 28 Feb 1993. Saurabh Pant is the Current Fund Manager of SBI Large & Midcap Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,354 Cr and the Latest NAV as of 21 Jan 2021 is ₹276.00.

The SBI Large & Midcap Fund 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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