Fund Details
SBI Large & Midcap Fund Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.12% |
| NAV | ₹290.59 (09 Apr 2021) |
|---|---|
| Fund Started | 28 Feb 1993 |
| Fund Size | ₹3,629 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 3Y Returns are higher than the category average returns
1. Higher expense ratio - 2.22%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Page Industries Ltd. | Textiles | Equity | 6.0% |
| HDFC Bank Ltd. | Financial | Equity | 5.8% |
| ICICI Bank Ltd. | Financial | Equity | 4.7% |
| State Bank of India | Financial | Equity | 3.8% |
| Infosys Ltd. | Technology | Equity | 3.5% |
| Relaxo Footwears Ltd. | FMCG | Equity | 2.8% |
| Emami Ltd. | FMCG | Equity | 2.7% |
| Balkrishna Industries Ltd. | Automobile | Equity | 2.6% |
| ICICI Lombard General Insurance Company Ltd. | Financial | Equity | 2.6% |
| Sheela Foam Ltd. | Textiles | Equity | 2.6% |
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 ₹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.
