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

SBI Large & Midcap IDCW Reinvest Direct Plan

NAV
₹346.7744
+0.50%
(14 Oct)
AUM
29,234 Cr
TER
0.7%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+55.6%
+55.6%
+48.6%
+48.6%
+44.0%
+37.4%
3Y
+27.1%
+27.1%
+27.7%
+27.7%
+18.7%
+20.5%
5Y
+30.6%
+30.6%
NA
NA
+23.9%
+24.7%
ALL
+18.6%
+18.6%
+35.9%
+35.9%
+17.0%
+18.6%
VOL
16.4%
16.4%
16.0%
16.0%
-
15.8%
TER
0.6%
0.6%
0.8%
0.8%
-
0.7%
AUM
₹3,707 Cr
₹3,707 Cr
₹1,443 Cr
₹1,443 Cr
-
₹29,234 Cr
INFO
1.13
1.13
2.24
2.24
-
1.18
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
6.0%
Treps
4.7%
Reliance Industries Ltd
4.1%
ICICI Bank Ltd
3.2%
HDFC Asset Management Co Ltd
3.0%
Muthoot Finance Ltd
2.7%
State Bank of India
2.7%
Abbott India Ltd
2.6%
Infosys Ltd
2.6%
Voltas Ltd
2.4%
Top industry exposure
Financial Services
22.2%
Basic Materials
13.3%
Consumer Cyclical
13.1%
Industrials
11.8%
Technology
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