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

SBI Large & Midcap IDCW Reinvest Direct Plan

NAV
₹313.7613
-2.16%
(4 Apr)
AUM
27,385 Cr
TER
0.84%
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
+10.4%
+10.4%
+10.4%
+9.3%
+5.3%
+3.4%
3Y
+21.7%
+21.7%
+21.7%
+16.5%
+21.1%
+14.0%
5Y
+33.1%
+33.1%
+33.1%
+30.3%
+31.3%
+27.9%
ALL
+15.7%
+15.7%
+15.7%
+17.1%
+21.6%
+15.1%
VOL
17.5%
17.5%
17.5%
15.7%
20.2%
-
TER
0.6%
0.6%
0.6%
0.8%
0.6%
-
AUM
₹7,234 Cr
₹7,234 Cr
₹7,234 Cr
₹27,385 Cr
₹7,625 Cr
-
INFO
0.90
0.90
0.90
1.09
1.07
-
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
HDFC Bank Ltd
8.3%
Treps
5.0%
Kotak Mahindra Bank Ltd
3.9%
Axis Bank Ltd
3.4%
Reliance Industries Ltd
3.3%
Abbott India Ltd
3.1%
Shree Cement Ltd
2.9%
ICICI Bank Ltd
2.6%
HDFC Asset Management Co Ltd
2.5%
Alkem Laboratories Ltd
2.5%
Top industry exposure
Financial Services
26.4%
Basic Materials
13.6%
Consumer Cyclical
11.6%
Healthcare
10.9%
Industrials
10.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
29%
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