3 Year return

21.74%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹23443.39 Cr.

Expense Ratio

0.74% (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

5
5
4

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

SBI Mutual Fund Managers

SP

Saurabh Pant

Fund Manager since Sep 2016

View Details

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹915,901.53 Cr.
No. of Schemes 213
Setup Date NA

Peer Comparison

Comparison with other similar funds

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 21.94%
Expense Ratio 0.74%
Fund Manager Saurabh Pant
Fund Size ₹23443.39 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 33331800 425 5425
Email 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

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

What is today's NAV of SBI Large and Midcap Fund?

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 Jun 14 2024 is 615.3587

What is the AUM of SBI Large and Midcap Fund?

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 23443.39 crore.

What is the expense ratio of SBI Large and Midcap Fund?

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 0.74%

What are the returns of SBI Large and Midcap Fund since inception?

The SBI Large and Midcap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 18.38 since inception.

What is the minimum SIP amount to invest in SBI Large and Midcap Fund?

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.

How do I invest in SBI Large and Midcap Fund?

  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.

How to start an SIP in SBI Large and Midcap Fund?

  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.

How do I automate an SIP in SBI Large and Midcap Fund?

  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.

How can I withdraw/redeem my investment in SBI Large and Midcap Fund?

  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.