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

SBI Large & Midcap Growth Direct Plan

NAV
₹622.5025
-1.05%
(10 Jan)
AUM
29,268 Cr
TER
0.71%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+36.4%
+31.3%
+23.8%
+19.1%
+16.0%
+15.6%
3Y
+25.4%
+20.4%
+21.9%
+15.9%
+20.8%
+16.0%
5Y
+26.7%
+21.8%
+23.5%
+20.2%
+26.6%
+21.0%
ALL
+27.5%
+18.7%
+16.7%
+15.5%
+19.9%
+17.6%
VOL
19.1%
15.5%
16.0%
-
16.7%
15.3%
TER
0.5%
0.7%
0.6%
-
0.6%
0.7%
AUM
₹7,710 Cr
₹6,340 Cr
₹7,293 Cr
-
₹3,658 Cr
₹29,268 Cr
INFO
1.44
1.21
1.04
-
1.19
1.15
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 30th Nov
Top holdings
HDFC Bank Ltd
8.1%
Treps
5.1%
Reliance Industries Ltd
3.3%
ICICI Bank Ltd
3.3%
State Bank of India
3.1%
HDFC Asset Management Co Ltd
2.7%
Coforge Ltd
2.7%
Abbott India Ltd
2.6%
Infosys Ltd
2.4%
Kotak Mahindra Bank Ltd
2.2%
Top industry exposure
Financial Services
23.7%
Basic Materials
13.8%
Consumer Cyclical
11.4%
Industrials
10.3%
Technology
10.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
27%
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
Pradeep Kesavan

FAQs