SBI Large & Midcap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

SBI Large & Midcap Growth Direct Plan

NAV
₹648.8710
-0.40%
(22 May)
AUM
30,133 Cr
TER
0.75%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+19.9%
+17.6%
+12.8%
+12.1%
+10.8%
+8.2%
3Y
+32.9%
+27.4%
+25.8%
+21.4%
+28.1%
+21.5%
5Y
+34.6%
+28.7%
+32.6%
+29.0%
+32.2%
+27.5%
ALL
+25.4%
+18.3%
+17.1%
+17.5%
+16.4%
+15.5%
VOL
19.9%
15.8%
15.5%
15.3%
16.1%
-
TER
0.7%
0.7%
0.8%
0.8%
0.6%
-
AUM
₹9,176 Cr
₹6,765 Cr
₹20,352 Cr
₹30,133 Cr
₹8,408 Cr
-
INFO
1.28
1.16
1.11
1.14
1.02
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Large & Midcap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
HDFC Bank Ltd
8.4%
Treps
4.7%
Kotak Mahindra Bank Ltd
4.1%
Axis Bank Ltd
3.6%
Reliance Industries Ltd
3.5%
State Bank of India
3.0%
Shree Cement Ltd
2.9%
HDFC Asset Management Co Ltd
2.8%
ICICI Bank Ltd
2.8%
Abbott India Ltd
2.7%
Top industry exposure
Financial Services
28.7%
Consumer Cyclical
13.4%
Basic Materials
12.9%
Healthcare
10.0%
Industrials
9.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
30%
Lock-in period
-
Exit load
• 0.1% for redemption within 30 days
Fund 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.
Fund manager(s)
Saurabh Pant

FAQs