SBI Large & Midcap Fund

Equity | Large & Mid Cap Funds
 | 5
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹5,000 1.04 % 5★ ₹9,077 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹5,000 1.04 %
Min SIP Min Lumpsum Expense Ratio
5★ ₹9,077 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

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.

Scheme Performance

Returns and Ranks ( as on 03 February 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 4.6% 19.1% 13.0% 16.4%
Category Average 0.7% 18.8% 11.8% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
6.28%
Infosys
4.22%
St Bk of India
3.79%
HDFC Bank
3.59%
Axis Bank
3.49%
Others
78.63%
Banks
18.39%
Auto Components
7.14%
Industrial Products
5.36%
Debt
5.17%
Others
5.09%
Others
58.85%
Equity
90.37%
Reverse Repos
5.17%
Foreign Mutual Fund
2.24%
Foreign Equity
1.73%
Derivatives
1.12%

Fund House Details

SBI Mutual Fund

SBI Large & Midcap Fund

Fund Manager
Saurabh Pant

Exit Load

Exit Load 0.10% - For exit on or before 30 days from the date of allotment Nil - For exit after 30 days from the date of allotment

Advance Ratio

0.02 0.92 0.76 0.05
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

SBI Mutual Fund
AUM:
6,48,640 Cr
Address:
9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com

Frequently Asked Questions

You can invest in SBI Large & Midcap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for SBI Large & Midcap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The SBI Large & Midcap Fund has delivered 16.4% since inception
The NAV of SBI Large & Midcap Fund is ₹413.0 as of 03 February 2023.
The expense ratio of SBI Large & Midcap Fund is 1.04 % as of 03 February 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now