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

SBI Large & Midcap IDCW Reinvest Direct Plan

NAV
₹362.8831
+0.93%
(5 Mar)
AUM
37,497 Cr
TER
0.73%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+18.3%
+18.1%
+18.1%
+16.4%
+16.4%
+13.2%
3Y
+18.7%
+23.5%
+23.5%
+24.1%
+24.1%
+18.3%
5Y
+17.4%
+19.5%
+19.5%
+17.3%
+17.3%
+15.6%
ALL
+16.9%
+21.0%
+21.0%
+17.2%
+17.2%
+12.6%
VOL
15.5%
20.0%
20.0%
19.4%
19.4%
-
TER
0.7%
0.7%
0.7%
0.6%
0.6%
-
AUM
₹37,497 Cr
₹14,602 Cr
₹14,602 Cr
₹8,959 Cr
₹8,959 Cr
-
INFO
1.09
1.05
1.05
0.89
0.89
-
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 31st Jan
Top holdings
HDFC Bank Ltd
5.5%
Treps
4.3%
Axis Bank Ltd
3.4%
State Bank of India
3.3%
ICICI Bank Ltd
3.0%
Ashok Leyland Ltd
2.8%
Reliance Industries Ltd
2.8%
HDFC Asset Management Co Ltd
2.6%
Bharat Forge Ltd
2.5%
Asian Paints Ltd
2.5%
Top industry exposure
Financial Services
22.6%
Basic Materials
15.5%
Consumer Cyclical
14.9%
Healthcare
11.6%
Industrials
9.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
26%
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