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

SBI Large & Midcap IDCW Reinvest Direct Plan

NAV
₹331.4862
-1.74%
(20 Dec)
AUM
29,329 Cr
TER
0.71%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+50.1%
+50.1%
+31.2%
+31.2%
+27.9%
+23.2%
3Y
+30.2%
+30.2%
+27.9%
+27.9%
+20.4%
+19.5%
5Y
+28.9%
+28.9%
NA
NA
+21.4%
+22.5%
ALL
+29.2%
+29.2%
+34.0%
+34.0%
+15.7%
+18.1%
VOL
19.7%
19.7%
15.9%
15.9%
-
15.8%
TER
0.5%
0.5%
0.8%
0.8%
-
0.7%
AUM
₹7,710 Cr
₹7,710 Cr
₹1,498 Cr
₹1,498 Cr
-
₹29,329 Cr
INFO
1.49
1.49
2.14
2.14
-
1.15
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 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.
Fund manager(s)
Saurabh Pant
Pradeep Kesavan

FAQs