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SBI Large & Midcap Fund Growth-0.17%

67.17%
1 Year Return
Equity
Large & Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Large & Midcap Fund Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio2.12%
NAV₹290.59 (09 Apr 2021)
Fund Started28 Feb 1993
Fund Size3,629 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
67.2%
10.8%
14.2%
12.6%
Category Average
65.9%
9.9%
14.9%
-
Rank Within Category
14
8
13
-
*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 67.2% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 3Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 2.22%

Top Holdings

NameSectorInstrument% Assets
Page Industries Ltd.TextilesEquity6.0%
HDFC Bank Ltd.FinancialEquity5.8%
ICICI Bank Ltd.FinancialEquity4.7%
State Bank of IndiaFinancialEquity3.8%
Infosys Ltd.TechnologyEquity3.5%
Relaxo Footwears Ltd.FMCGEquity2.8%
Emami Ltd.FMCGEquity2.7%
Balkrishna Industries Ltd.AutomobileEquity2.6%
ICICI Lombard General Insurance Company Ltd.FinancialEquity2.6%
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 ₹3,629 Cr and the Latest NAV as of 09 Apr 2021 is ₹290.59.

The SBI Large & Midcap Fund Growth is rated Very 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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