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 Reinvest (DR)
₹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 May
Top holdings
HDFC Bank Ltd
8.2%
Kotak Mahindra Bank Ltd
3.7%
Axis Bank Ltd
3.5%
Reliance Industries Ltd
3.5%
State Bank of India
3.0%
HDFC Asset Management Co Ltd
2.9%
Shree Cement Ltd
2.7%
ICICI Bank Ltd
2.7%
Abbott India Ltd
2.7%
Berger Paints India Ltd
2.6%
Top industry exposure
Financial Services
28.7%
Basic Materials
14.7%
Consumer Cyclical
13.8%
Industrials
10.1%
Healthcare
10.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
30%
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.