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

SBI Large & Midcap Growth Direct Plan

NAV
₹689.7956
-1.92%
(4 Mar)
AUM
37,497 Cr
TER
0.73%
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
+22.0%
+20.7%
+20.6%
+19.6%
+18.6%
+14.0%
3Y
+25.0%
+25.5%
+19.8%
+24.9%
+23.1%
+17.9%
5Y
+20.5%
+18.1%
+18.1%
+20.0%
+18.5%
+15.0%
ALL
+21.7%
+17.5%
+17.0%
+15.9%
+14.9%
+12.6%
VOL
19.4%
15.6%
15.0%
15.8%
15.4%
-
TER
0.7%
0.6%
0.7%
0.5%
0.9%
-
AUM
₹14,602 Cr
₹8,959 Cr
₹37,497 Cr
₹13,968 Cr
₹5,615 Cr
-
INFO
1.12
1.12
1.14
1.00
0.97
-
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 Jan
Top holdings
HDFC Bank Ltd
5.5%
Treps
4.3%
Axis Bank Ltd
3.4%
State Bank of India
3.3%
ICICI Bank Ltd
3.0%
Ashok Leyland Ltd
2.8%
Reliance Industries Ltd
2.8%
HDFC Asset Management Co Ltd
2.6%
Bharat Forge Ltd
2.5%
Asian Paints Ltd
2.5%
Top industry exposure
Financial Services
22.6%
Basic Materials
15.5%
Consumer Cyclical
14.9%
Healthcare
11.6%
Industrials
9.4%
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