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

SBI Large & Midcap Growth Direct Plan

NAV
₹694.9264
-0.76%
(2 Feb)
AUM
37,443 Cr
TER
0.73%
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
In beta. Send feedback here.
Compare with other fund
1Y
+12.5%
+11.9%
+11.4%
+10.4%
+9.3%
+5.8%
3Y
+19.2%
+23.2%
+24.3%
+24.4%
+25.6%
+18.3%
5Y
+18.8%
+22.1%
+22.7%
+19.7%
+23.3%
+16.7%
ALL
+17.0%
+15.1%
+16.0%
+17.5%
+22.0%
+13.1%
VOL
15.0%
15.4%
15.8%
15.6%
19.3%
-
TER
0.7%
0.9%
0.6%
0.6%
0.7%
-
AUM
₹37,443 Cr
₹5,635 Cr
₹13,636 Cr
₹9,344 Cr
₹15,055 Cr
-
INFO
1.14
0.98
1.01
1.12
1.14
-
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 31st Dec
Top holdings
HDFC Bank Ltd
5.8%
Treps
5.7%
Reliance Industries Ltd
3.2%
Axis Bank Ltd
3.1%
State Bank of India
3.0%
Asian Paints Ltd
2.8%
HDFC Asset Management Co Ltd
2.7%
Ashok Leyland Ltd
2.6%
Bharat Forge Ltd
2.6%
Berger Paints India Ltd
2.4%
Top industry exposure
Financial Services
21.5%
Basic Materials
16.1%
Consumer Cyclical
15.3%
Healthcare
12.1%
Industrials
9.4%
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