3 Year return

21.51%
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

0.75% (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 the SBI Large and Midcap Fund Direct Plan IDCW Reinvestment

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 21.72%
Expense Ratio 0.75%
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 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
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.

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Assess your risk tolerance through a straightforward questionnaire and craft a SIP plan that aligns perfectly with your financial aspirations. With a clear understanding of your risk appetite, you can make informed investment choices tailored to your unique circumstances. By striking the right balance, you'll pave the way for long-term financial stability and success. Use our SIP return calculator for aid.

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 Jun 14 2024 is 320.7383

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 23443.39 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 0.75%

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 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 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?

  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 Direct Plan IDCW Reinvestment?

  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 Direct Plan IDCW Reinvestment?

  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 Direct Plan IDCW Reinvestment?

  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.