EQUITY•LARGE & MID CAP FUND
SBI Large and Midcap Fund Direct Plan IDCW Reinvestment
3 Year return
14.99%
NAV on August 15, 2026
376.1047
1D Returns
-1.8%
Launched on January 2013(13 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
26.86%₹967
Total Value ₹4,567
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹42,325.05 Cr.
Expense Ratio
0.82% (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
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
Asset management company
AUM
₹12,81,380.68 Cr.
No. of Schemes
276
Setup Date
June 1987
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Motilal Oswal Large and Midcap Fund | 24.4077% | 0 |
| Invesco India Large and Mid Cap Fund | 25.0453% | 3 |
| ICICI Prudential Large and Mid Cap Fund | 18.1077% | 3 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
The SBI Large and Midcap Fund Direct Plan IDCW Reinvestment is an equity mutual fund scheme that invests in a diversified portfolio of large-cap and mid-cap companies. The fund aims to provide long-term capital appreciation by investing in a mix of growth and value stocks. The fund is managed by a team of experienced professionals with a proven track record.
The SBI Large and Midcap Fund Direct Plan IDCW Reinvestment is an open-ended fund. This means that the fund can issue and redeem units on a continuous basis. This makes it a more liquid investment option than a close-ended fund. The expense ratio of the SBI Large and Midcap Fund Direct Plan IDCW Reinvestment is higher than the category average.
Investment Objectives of the Scheme
The investment objective of the SBI Large and Midcap Fund Direct Plan IDCW Reinvestment is to provide investors with the opportunity to grow their wealth over the long term by investing in a diversified portfolio of large-cap and mid-cap companies. The fund aims to achieve this objective by investing in a mix of growth and value stocks that have the potential to generate high returns.
Key Features of The Fund
5-year return
15.0409%
Expense Ratio
0.82%
Fund Manager
Mohit Jain
Fund Size
₹42325.05 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
The SBI Large and Midcap Fund Direct Plan IDCW Reinvestment is suitable for investors who are looking to invest for the long term and are willing to take on moderate risk in order to achieve high returns. The fund is also suitable for investors who are looking to diversify their portfolio with exposure to both large-cap and mid-cap companies.
AMC Contact Details
| Name | SBI Mutual Fund |
| Launch Date | June 1987 |
| Address | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
| Contact | 1800 209 33331800 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.
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FAQs
What is today's NAV of SBI Large and Midcap Fund Direct Plan IDCW Reinvestment?
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 Direct Plan IDCW Reinvestment on August 15, 2026, is ₹376.1047
What is the AUM of SBI Large and Midcap Fund Direct Plan IDCW Reinvestment?
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 Direct Plan IDCW Reinvestment, is ₹42325.05 crore.
What is the expense ratio of SBI Large and Midcap Fund Direct Plan IDCW Reinvestment?
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 Direct Plan IDCW Reinvestment is 0.82%
What are the returns of SBI Large and Midcap Fund Direct Plan IDCW Reinvestment since inception?
The SBI Large and Midcap Fund Direct Plan IDCW Reinvestment was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in SBI Large and Midcap Fund Direct Plan IDCW Reinvestment?
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 Direct Plan IDCW Reinvestment is ₹100.
How do I invest in SBI Large and Midcap Fund Direct Plan IDCW Reinvestment?
- 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 Direct Plan IDCW Reinvestment?
- 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 Direct Plan IDCW Reinvestment?
- 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 Direct Plan IDCW Reinvestment?
- 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.
ENTER AMOUNT
₹
₹4,567 in 3Y at 14.9885% returns
SIP Date1st of every month
Your next SIP Payment will be on 15 September 2026
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