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EQUITY•LARGE & MID CAP FUND

SBI Large and Midcap Fund

3 Year return

18.77%
NAV on December 31, 2025
702.088
1D Returns
+0.23%
Launched on January 2013(12 years)

Investment Details

₹100
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
35%₹1,260
Total Value ₹4,860

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹37,044.6 Cr.
Expense Ratio
0.73% (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

Ratings

ARQ Rating
4.5

Ratings by other agencies

Value Research
5
Crisil
5
Morning Star
4

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

SBI Mutual Fund Manager

MJ

Mohit Jain

Fund Manager since Nov 2017

SP

Saurabh Pant

Fund Manager since Apr 2024

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Large and Midcap Fund25.854%
0
ICICI Prudential Large and Mid Cap Fund22.0271%
3
Bandhan Large and Mid Cap Fund24.6514%
3.5

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

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
20.6513%
Expense Ratio
0.73%
Fund Manager
Mohit Jain
Fund Size
₹37044.6 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

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://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

SIPs make mutual fund investing accessible. With a small, fixed amount, you can begin your investment journey and benefit from the power of compounding over time. Use Angel One's SIP calculator to determine a comfortable investment amount to reach your financial goals.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Large and Midcap Fund on December 31, 2025, is ₹702.088
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Large and Midcap Fund, is ₹37044.6 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Large and Midcap Fund is 0.73%
The SBI Large and Midcap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Large and Midcap Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,860 in 3Y at 18.7706% returns
SIP Date1st of every month

Your next SIP Payment will be on 31 January 2026

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