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 IDCW Payout (DP)
₹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 Dec
Top holdings
ICICI Bank Ltd
6.3%
Treps
5.2%
Infosys Ltd
4.2%
State Bank of India
3.8%
HDFC Bank Ltd
3.6%
Axis Bank Ltd
3.5%
Page Industries Ltd
3.4%
Reliance Industries Ltd
3.1%
Indian Hotels Co Ltd
2.9%
Bharti Airtel Ltd
2.6%
Top industry exposure
Financial Services
21.9%
Consumer Cyclical
19.0%
Industrials
12.0%
Basic Materials
9.9%
Healthcare
8.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
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.