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

SBI Large & Midcap Growth Direct Plan

NAV
₹619.6424
-0.13%
(17 Jan)
AUM
29,268 Cr
TER
0.73%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+34.6%
+28.0%
+20.6%
+18.5%
+14.6%
+14.0%
3Y
+24.0%
+19.4%
+20.8%
+15.2%
+20.1%
+15.1%
5Y
+25.9%
+21.0%
+22.9%
+19.8%
+26.2%
+20.6%
ALL
+27.1%
+18.6%
+16.5%
+15.7%
+20.0%
+17.5%
VOL
19.1%
15.6%
16.1%
-
16.8%
15.3%
TER
0.5%
0.7%
0.6%
-
0.6%
0.7%
AUM
₹9,001 Cr
₹6,712 Cr
₹7,641 Cr
-
₹3,658 Cr
₹29,268 Cr
INFO
1.41
1.19
1.03
-
1.19
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 (G)
₹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 30th Nov
Top holdings
HDFC Bank Ltd
8.1%
Treps
5.1%
Reliance Industries Ltd
3.3%
ICICI Bank Ltd
3.3%
State Bank of India
3.1%
HDFC Asset Management Co Ltd
2.7%
Coforge Ltd
2.7%
Abbott India Ltd
2.6%
Infosys Ltd
2.4%
Kotak Mahindra Bank Ltd
2.2%
Top industry exposure
Financial Services
23.7%
Basic Materials
13.8%
Consumer Cyclical
11.4%
Industrials
10.3%
Technology
10.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
24%
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