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

SBI Large & Midcap IDCW Reinvest Direct Plan

NAV
₹367.9655
-0.20%
(2 Dec)
AUM
35,514 Cr
TER
0.79%
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
+10.6%
+10.6%
+8.6%
+4.3%
+4.3%
+4.0%
3Y
+24.6%
+24.6%
+17.5%
+26.2%
+26.2%
+17.8%
5Y
+23.1%
+23.1%
+22.0%
+26.2%
+26.2%
+20.3%
ALL
+18.4%
+18.4%
+17.4%
+23.8%
+23.8%
+14.1%
VOL
19.5%
19.5%
15.5%
20.0%
20.0%
-
TER
0.6%
0.6%
0.8%
0.7%
0.7%
-
AUM
₹9,034 Cr
₹9,034 Cr
₹35,514 Cr
₹14,870 Cr
₹14,870 Cr
-
INFO
0.94
0.94
1.12
1.19
1.19
-
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
6.1%
Treps
3.5%
Axis Bank Ltd
3.2%
Reliance Industries Ltd
3.2%
State Bank of India
3.0%
HDFC Asset Management Co Ltd
2.9%
Asian Paints Ltd
2.7%
Berger Paints India Ltd
2.6%
Bharat Forge Ltd
2.4%
Shree Cement Ltd
2.3%
Top industry exposure
Financial Services
24.8%
Basic Materials
17.1%
Consumer Cyclical
14.0%
Healthcare
11.9%
Industrials
9.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
25%
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