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 Oct
Top holdings
HDFC Bank Ltd
6.2%
Treps
4.1%
Reliance Industries Ltd
3.5%
ICICI Bank Ltd
3.3%
State Bank of India
3.1%
HDFC Asset Management Co Ltd
2.9%
Abbott India Ltd
2.8%
Coforge Ltd
2.4%
Muthoot Finance Ltd
2.4%
Infosys Ltd
2.3%
Top industry exposure
Financial Services
22.9%
Basic Materials
14.3%
Consumer Cyclical
11.3%
Industrials
11.2%
Healthcare
9.7%
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.