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
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| 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
Infosys
St Bk of India
HDFC Bank
Axis Bank
Others
Fund House Details
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
-
-
Equity | Sectoral / Thematic Mutual Funds-0.9%30.5%23.0%1Y3Y5Y
-
-
-
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”.
