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

SBI Large & Midcap Growth Direct Plan

NAV
₹630.3895
-0.29%
(30 Apr)
AUM
29,416 Cr
TER
0.75%
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
+15.8%
+12.0%
+11.4%
+9.9%
+9.7%
+6.3%
3Y
+23.3%
+22.4%
+25.8%
+17.6%
+24.2%
+17.4%
5Y
+26.0%
+30.3%
+29.9%
+27.3%
+29.8%
+24.9%
ALL
+18.1%
+17.0%
+23.6%
+17.3%
+16.2%
+15.7%
VOL
15.8%
15.5%
19.8%
15.3%
16.1%
-
TER
0.7%
0.9%
0.5%
0.8%
0.6%
-
AUM
₹6,432 Cr
₹19,353 Cr
₹8,713 Cr
₹29,416 Cr
₹7,967 Cr
-
INFO
1.15
1.09
1.20
1.13
1.01
-
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 Mar
Top holdings
HDFC Bank Ltd
8.2%
Treps
4.6%
Kotak Mahindra Bank Ltd
4.1%
Axis Bank Ltd
3.4%
Reliance Industries Ltd
3.3%
Shree Cement Ltd
3.0%
Abbott India Ltd
2.9%
ICICI Bank Ltd
2.7%
HDFC Asset Management Co Ltd
2.6%
Alkem Laboratories Ltd
2.5%
Top industry exposure
Financial Services
27.2%
Basic Materials
13.4%
Consumer Cyclical
13.4%
Healthcare
10.7%
Industrials
9.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
28%
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