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

SBI Large & Midcap IDCW Reinvest Direct Plan

NAV
₹355.1878
+0.07%
(15 Sep)
AUM
33,248 Cr
TER
0.75%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+6.8%
+6.8%
+3.0%
+3.0%
+2.2%
-1.8%
3Y
+25.3%
+25.3%
+27.7%
+27.7%
+17.5%
+17.7%
5Y
+25.7%
+25.7%
+30.2%
+30.2%
+25.1%
+22.7%
ALL
+18.6%
+18.6%
+24.6%
+24.6%
+17.4%
+14.2%
VOL
19.6%
19.6%
20.3%
20.3%
15.6%
-
TER
0.6%
0.6%
0.7%
0.7%
0.8%
-
AUM
₹8,125 Cr
₹8,125 Cr
₹12,628 Cr
₹12,628 Cr
₹33,248 Cr
-
INFO
0.95
0.95
1.22
1.22
1.11
-
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 Aug
Top holdings
HDFC Bank Ltd
7.5%
Treps
5.4%
HDFC Asset Management Co Ltd
3.1%
Reliance Industries Ltd
3.1%
Asian Paints Ltd
2.9%
Axis Bank Ltd
2.9%
State Bank of India
2.8%
Abbott India Ltd
2.6%
Berger Paints India Ltd
2.6%
Shree Cement Ltd
2.6%
Top industry exposure
Financial Services
24.5%
Basic Materials
17.1%
Consumer Cyclical
14.5%
Healthcare
12.0%
Industrials
9.5%
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