SBI Large & Midcap Fund

Equity | Large & Mid Cap Funds
 | 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹ 500 ₹ 5,000 1.1 % 4★ ₹ 7,731 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹ 500 ₹ 5,000 1.1 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹ 7,731 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 04 October 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 8.9% 22.4% 14.9% 16.8%
Category Average 1.2% 22.6% 13.6% -

Scheme Allocation

Holding
Sector
Asset
TREPS
11.05%
ICICI Bank
6.2%
Page Industries
4.77%
Infosys
3.86%
HDFC Bank
3.84%
Others
70.28%
Banks
14.89%
Auto Components
8.09%
Debt
7.15%
Industrial Products
5.99%
Cement
3.91%
Others
59.97%
Equity
87.52%
Reverse Repos
11.05%
Foreign Equity
1.51%
Derivatives
1.12%
Net Curr Ass/Net Receivables
-1.2%
Others
0%

Fund House and Investment Objective

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 0.9 0.7 0
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 16.8% since inception
The NAV of SBI Large & Midcap Fund is ₹413.4 as of 04 October 2022.
The expense ratio of SBI Large & Midcap Fund is 1.1 % as of 04 October 2022.
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