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

SBI Large & Midcap Growth Direct Plan

NAV
₹697.6697
+0.44%
(11 Dec)
AUM
37,045 Cr
TER
0.79%
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
+5.3%
+3.6%
+2.8%
+2.2%
-0.6%
-5.1%
3Y
+17.4%
+23.4%
+23.7%
+21.7%
+17.7%
+24.7%
5Y
+20.9%
+23.5%
+21.8%
+22.9%
+19.5%
+25.1%
ALL
+17.3%
+16.3%
+18.1%
+15.3%
+13.8%
+23.1%
VOL
15.1%
15.9%
15.6%
15.5%
-
19.3%
TER
0.8%
0.6%
0.6%
1.0%
-
0.7%
AUM
₹37,045 Cr
₹11,799 Cr
₹9,406 Cr
₹5,498 Cr
-
₹15,146 Cr
INFO
1.15
1.03
1.16
0.99
-
1.19
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 Oct
Top holdings
HDFC Bank Ltd
6.1%
Treps
3.5%
Axis Bank Ltd
3.2%
Reliance Industries Ltd
3.2%
State Bank of India
3.0%
HDFC Asset Management Co Ltd
2.9%
Asian Paints Ltd
2.7%
Berger Paints India Ltd
2.6%
Bharat Forge Ltd
2.4%
Shree Cement Ltd
2.3%
Top industry exposure
Financial Services
24.8%
Basic Materials
17.1%
Consumer Cyclical
14.0%
Healthcare
11.9%
Industrials
9.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
25%
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