SBI Large & Midcap Fund Growth+1.43%

3
-8.62%
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 Ratio2.25%
NAV204.00 (06 Jul 2020)
Fund Started28 Feb 1993
Fund Size2,411 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Large & Midcap Fund Growth
-8.6%
1.2%
4.7%
13.3%
Category Average
-12.5%
-1.8%
5.0%
-
Rank within category
15
9
11
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -8.6% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    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

    Top Holdings

    NameSectorInstrument% Assets
    Bharti Airtel Ltd.CommunicationEquity5.8%
    HDFC Bank Ltd.FinancialEquity5.1%
    ICICI Bank Ltd.FinancialEquity4.9%
    Balkrishna Industries Ltd.AutomobileEquity3.7%
    Infosys Ltd.TechnologyEquity3.7%
    Relaxo Footwears Ltd.FMCGEquity3.3%
    JK Cement LtdConstructionEquity3.3%
    Page Industries Ltd.TextilesEquity3.0%
    Sheela Foam Ltd.TextilesEquity2.9%
    State Bank of IndiaFinancialEquity2.7%
    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 ₹2,411 Cr and the Latest NAV as of 06 Jul 2020 is ₹204.00.

    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

    Magnum Multiplier Plus is an open-ended diversified equity fund and the investment objective of the scheme is to provide investors long term capital appreciation along with the liquidity of an open-ended scheme. The scheme will invest in a diversified portfolio of equities of high growth 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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