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

SBI Large & Midcap Growth Direct Plan

NAV
₹673.3668
+0.86%
(1 Oct)
AUM
33,248 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
+3.1%
+1.6%
+0.3%
-0.9%
-2.3%
-4.8%
3Y
+26.2%
+29.8%
+23.1%
+17.6%
+25.6%
+18.7%
5Y
+24.7%
+30.2%
+28.3%
+24.4%
+26.6%
+22.7%
ALL
+18.4%
+24.8%
+16.9%
+17.2%
+16.3%
+14.0%
VOL
15.7%
19.5%
15.4%
15.1%
15.9%
-
TER
0.6%
0.7%
0.8%
0.8%
0.6%
-
AUM
₹8,125 Cr
₹12,628 Cr
₹23,698 Cr
₹33,248 Cr
₹10,231 Cr
-
INFO
1.17
1.27
1.10
1.13
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 Aug
Top holdings
HDFC Bank Ltd
7.5%
Treps
5.4%
HDFC Asset Management Co Ltd
3.1%
Reliance Industries Ltd
3.1%
Asian Paints Ltd
2.9%
Axis Bank Ltd
2.9%
State Bank of India
2.8%
Abbott India Ltd
2.6%
Berger Paints India Ltd
2.6%
Shree Cement Ltd
2.6%
Top industry exposure
Financial Services
24.5%
Basic Materials
17.1%
Consumer Cyclical
14.5%
Healthcare
12.0%
Industrials
9.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
26%
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