3 Year return
19.86%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹28660.38 Cr.
Expense Ratio
0.7% (inclusive of GST)
Exit Load
0.10% - For exit on or before 30 days from the date of allotment Nil - For exit after 30 days from the date of allotment
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
SBI Mutual Fund Managers
SP
Saurabh Pant
Fund Manager since Sep 2016
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Large and Midcap Fund |
30.25% |
0 |
Bandhan Core Equity Fund |
27.54% |
3.5 |
Quant Large and Mid Cap Fund |
23.87% |
4 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About SBI Large and Midcap Fund Direct Plan Growth
The SBI Large & Midcap Fund Direct Plan Growth is offered by the SBI Mutual Fund house. The fund primarily invests in equities of both large-cap and mid-cap companies, falling within the top 100 to 250 largest companies in the market in terms of market capitalization. The fund's investment strategy focuses on maintaining a well-diversified portfolio across various sectors to mitigate risk. Investors have the option to invest in the SBI Large & Midcap Fund through a lump sum investment or via a Systematic Investment Plan (SIP), which allows them to invest a fixed amount regularly and benefit from the potential advantages of compounding.
Investment Objective of the Scheme
SBI Large and Midcap Fund Direct Plan Growth strives to provide investors with the potential for long-term capital appreciation. It achieves this by carefully curating a well-diversified portfolio, embracing the potentials of both large-cap and mid-cap stocks.
Key Features of The Fund
5-year return | 22.89% |
Expense Ratio | 0.7% |
Fund Manager | Saurabh Pant |
Fund Size | ₹28660.38 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The SBI Large and Midcap Fund Direct Plan Growth is a mutual fund focused on investments in both large and mid-cap companies in India. It is suitable for investors with a long-term investment horizon of at least 5 to 7 years, capable of weathering stock market fluctuations. However, investors should be mindful of the relatively higher risk associated with mid-cap investments compared to large-cap companies. To make an informed decision, individuals should carefully assess their risk tolerance and financial objectives.
AMC Contact Details
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 3333 1800 425 5425 |
customer.delight@sbimf.com | |
Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Start Investing Early with SIPs
FAQs
What is today's NAV of SBI Large and Midcap Fund?
What is the AUM of SBI Large and Midcap Fund?
What is the expense ratio of SBI Large and Midcap Fund?
What are the returns of SBI Large and Midcap Fund since inception?
What is the minimum SIP amount to invest in SBI Large and Midcap Fund?
How do I invest in SBI Large and Midcap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Large and Midcap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Large and Midcap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Large and Midcap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.