Fund Details
SBI Large & Midcap Fund Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.12% |
| NAV | ₹340.23 (23 Jul 2021) |
|---|---|
| Fund Started | 28 Feb 1993 |
| Fund Size | ₹4,302 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 3Y Returns are higher than the category average returns
3. 1Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
1. Higher expense ratio - 2.12%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.6% |
| Page Industries Ltd. | Textiles | Equity | 5.0% |
| ICICI Bank Ltd. | Financial | Equity | 4.7% |
| State Bank of India | Financial | Equity | 3.7% |
| Infosys Ltd. | Technology | Equity | 3.4% |
| Relaxo Footwears Ltd. | FMCG | Equity | 2.7% |
| Bharat Forge Ltd. | Automobile | Equity | 2.5% |
| Kirloskar Oil Engines Ltd. | Automobile | Equity | 2.5% |
| Balkrishna Industries Ltd. | Automobile | Equity | 2.4% |
| The Indian Hotels Company Ltd. | Services | Equity | 2.4% |
Fund Managers
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 ₹4,302 Cr and the Latest NAV as of 23 Jul 2021 is ₹340.23.
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.
