Name: SBI Large & Midcap Fund Growth
Brand: SBI Mutual Fund

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SBI Large & Midcap Fund Growth
Equity
Large & MidCap
Very High Risk
19.85%
3Y annualised
-0.13% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 03 Dec 2021₹363.59
Min. SIP amountNA
Rating4
Fund size₹5,368.31Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns44.6%19.9%17.6%14.9%
Category average59.0%15.2%14.8%NA
Rank with in category1396NA
Understand terms
Holdings (54)NameSectorInstrumentAssets
Page Industries Ltd.
TextilesEquity5.1%
ICICI Bank Ltd.
FinancialEquity4.8%
HDFC Bank Ltd.
FinancialEquity4.7%
State Bank of India
FinancialEquity3.5%
Bharti Airtel Ltd.
CommunicationEquity3.5%
NUVOCO Vistas Corp Ltd.
ConstructionEquity3.5%
Infosys Ltd.
TechnologyEquity2.9%
The Indian Hotels Company Ltd.
ServicesEquity2.7%
Relaxo Footwears Ltd.
FMCGEquity2.5%
Sona BLW Precision Forgings Ltd.
AutomobileEquity2.4%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Oct 2021 - Present
2.03%
31 Aug 2021 - 31 Oct 2021
2.14%
31 Jul 2021 - 31 Aug 2021
2.11%
30 Jun 2021 - 31 Jul 2021
2.12%
31 May 2021 - 30 Jun 2021
2.13%
30 Apr 2021 - 31 May 2021
2.09%
31 Mar 2021 - 30 Apr 2021
2.13%
28 Feb 2021 - 31 Mar 2021
2.12%
31 Jan 2021 - 28 Feb 2021
2.22%
31 Dec 2020 - 31 Jan 2021
2.07%
30 Nov 2020 - 31 Dec 2020
2.12%
31 Oct 2020 - 30 Nov 2020
2.15%
30 Sep 2020 - 31 Oct 2020
2.17%
31 Aug 2020 - 30 Sep 2020
2.06%
31 Jul 2020 - 31 Aug 2020
2.07%
30 Jun 2020 - 31 Jul 2020
2.18%
31 May 2020 - 30 Jun 2020
2.25%
30 Apr 2020 - 31 May 2020
2.25%
31 Mar 2020 - 30 Apr 2020
2.20%
29 Feb 2020 - 31 Mar 2020
2.05%
31 Jan 2020 - 29 Feb 2020
2.15%
31 Dec 2019 - 31 Jan 2020
2.20%
30 Nov 2019 - 31 Dec 2019
2.10%
31 Oct 2019 - 30 Nov 2019
2.15%
30 Sep 2019 - 31 Oct 2019
2.08%
31 Aug 2019 - 30 Sep 2019
2.24%
31 Jul 2019 - 31 Aug 2019
2.25%
30 Jun 2019 - 31 Jul 2019
2.07%
31 May 2019 - 30 Jun 2019
2.09%
30 Apr 2019 - 31 May 2019
2.10%
31 Mar 2019 - 30 Apr 2019
2.13%
28 Feb 2019 - 31 Mar 2019
2.12%
31 Jan 2019 - 28 Feb 2019
2.12%
31 Dec 2018 - 31 Jan 2019
2.28%
30 Nov 2018 - 31 Dec 2018
2.18%
31 Oct 2018 - 30 Nov 2018
2.29%
30 Sep 2018 - 31 Oct 2018
2.33%
31 Aug 2018 - 30 Sep 2018
2.41%
31 Jul 2018 - 31 Aug 2018
2.37%
30 Jun 2018 - 31 Jul 2018
2.27%
31 May 2018 - 30 Jun 2018
2.08%
30 Apr 2018 - 31 May 2018
2.08%
31 Mar 2018 - 30 Apr 2018
2.09%
28 Feb 2018 - 31 Mar 2018
2.09%
31 Jan 2018 - 28 Feb 2018
2.08%
31 Dec 2017 - 31 Jan 2018
2.09%
30 Nov 2017 - 31 Dec 2017
2.09%
31 Oct 2017 - 30 Nov 2017
2.10%
Expense ratio, exit load and taxExpense ratio: 2.03%Inclusive of GST
Exit loadExit load of 0.10% if redeemed within 30 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementSaurabh Pant
Sep 2016 - Present
View details
Education
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
Experience
He has been associated with SBI Mutual Fund since 2007.
Also manages these schemes
SBI Consumption Opportunities Fund IDCW
SBI Large & Midcap Fund IDCW
SBI Large & Midcap Fund Growth
SBI Large & Midcap Fund Direct Plan IDCW
SBI Large & Midcap Fund Direct Plan Growth
SBI Consumption Opportunities Fund Direct IDCW
SBI Consumption Opportunities Fund Direct Growth
SBI Consumption Opportunities Fund Growth
Fund house & investment objective
SBI Mutual Fund
Rank (total assets)#1 in India
Total AUM₹4,99,821.43Cr
Date of Incorporation29 Jun 1987
SBI Large & Midcap Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987.
SBI Large & Midcap Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Saurabh Pant is the Current Fund Manager of SBI Large & Midcap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,99,821 Cr and the Latest NAV as of 03 Dec 2021 is ₹363.59.
The SBI Large & Midcap Fund Growth is rated Very High risk. Minimum SIP Investment is set to 500. Exit load of 0.10% if redeemed within 30 days....Read more
Investment Objective
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising predo
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.
...Read more
Fund benchmarkNIFTY Large Midcap 250 TRI
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
E-mail
[email protected]
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,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	44.6%	19.9%	17.6%	14.9%
Category average	59.0%	15.2%	14.8%	NA
Rank with in category	13	9	6	NA

Name	Sector	Instrument	Assets
Page Industries Ltd.	Textiles	Equity	5.1%
ICICI Bank Ltd.	Financial	Equity	4.8%
HDFC Bank Ltd.	Financial	Equity	4.7%
State Bank of India	Financial	Equity	3.5%
Bharti Airtel Ltd.	Communication	Equity	3.5%
NUVOCO Vistas Corp Ltd.	Construction	Equity	3.5%
Infosys Ltd.	Technology	Equity	2.9%
The Indian Hotels Company Ltd.	Services	Equity	2.7%
Relaxo Footwears Ltd.	FMCG	Equity	2.5%
Sona BLW Precision Forgings Ltd.	Automobile	Equity	2.4%

Rating	4
Fund size	₹5,368.31Cr