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

SBI Large & Midcap Growth Direct Plan

NAV
₹563.1223
+0.59%
(10 May)
AUM
22,689 Cr
TER
0.77%
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
+59.9%
+50.0%
+44.0%
+42.9%
+37.5%
+30.2%
3Y
+29.3%
+27.1%
+26.3%
+26.9%
+20.4%
+21.6%
5Y
+28.4%
NA
+22.6%
+22.8%
+19.3%
+20.5%
ALL
+21.2%
+25.4%
+14.3%
+17.2%
+15.8%
+17.6%
VOL
16.7%
18.9%
16.5%
15.6%
-
15.3%
TER
0.7%
0.5%
0.8%
0.8%
-
0.8%
AUM
₹2,536 Cr
₹4,036 Cr
₹18,692 Cr
₹13,117 Cr
-
₹22,689 Cr
INFO
1.27
1.35
0.87
1.10
-
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 31st Mar
Top holdings
Treps
4.5%
HDFC Bank Ltd
4.4%
Reliance Industries Ltd
4.3%
ICICI Bank Ltd
3.8%
State Bank of India
2.9%
HDFC Asset Management Co Ltd
2.8%
Sun Pharmaceuticals Industries Ltd
2.2%
Muthoot Finance Ltd
2.1%
Tata Consultancy Services Ltd
2.1%
National Aluminium Co Ltd
2.1%
Top industry exposure
Financial Services
20.3%
Consumer Cyclical
16.2%
Industrials
13.1%
Basic Materials
11.6%
Healthcare
10.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
21%
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
Mohit Jain

FAQs