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

SBI Large & Midcap IDCW Reinvest Direct Plan

NAV
₹340.3590
+0.63%
(20 Mar)
AUM
38,766 Cr
TER
0.72%
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
+8.0%
+8.0%
+6.9%
+5.7%
+5.7%
+2.6%
3Y
+24.0%
+24.0%
+17.6%
+23.3%
+23.3%
+17.4%
5Y
+19.9%
+19.9%
+16.9%
+17.0%
+17.0%
+14.7%
ALL
+20.6%
+20.6%
+16.3%
+16.7%
+16.7%
+12.1%
VOL
20.1%
20.1%
15.5%
19.5%
19.5%
-
TER
0.8%
0.8%
0.7%
0.6%
0.6%
-
AUM
₹15,017 Cr
₹15,017 Cr
₹38,766 Cr
₹9,392 Cr
₹9,392 Cr
-
INFO
1.03
1.03
1.05
0.86
0.86
-
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 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 28th Feb
Top holdings
Treps
6.3%
HDFC Bank Ltd
5.0%
State Bank of India
3.6%
Axis Bank Ltd
3.3%
Bharat Forge Ltd
3.2%
Ashok Leyland Ltd
3.0%
ICICI Bank Ltd
3.0%
Reliance Industries Ltd
2.7%
Tata Motors Ltd
2.6%
Colgate-Palmolive (India) Ltd
2.4%
Top industry exposure
Financial Services
21.0%
Consumer Cyclical
16.3%
Basic Materials
15.6%
Healthcare
10.5%
Industrials
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
28%
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