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INVESTMENTS
EquityLarge & Mid Cap FundGrowth
SBI Large and Midcap Fund Direct Plan Growth
4.5
35.68%Fund
3 years
return1M
3M
6M
1Y
3Y
5Y
ALL
NAV on Mar 24 2023 ₹400.95
1D Returns -0.72%
₹500
Minimum SIP investment
₹5000
Minimum one time investment
Lock-in:
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
Select Amount
₹
5000
Select Duration
5 Y
1Y30Y
When you invest ₹5000 every month for the next 5 years
Your Investment
₹300000
Gain
177.10%
₹531309
Maturity Amount
₹831309
Basic Information
Asset Under Management
₹9441.41 Cr.
Expense Ratio
0.99% (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
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Risk Involved
Your principal will be at
Very High risk
Ratings
4.5
Ratings By Other Agencies
Value Research
5
Crisil
5
Morning Star
4
Fund Manager
SP
Saurabh Pant
Fund Manager since Sep 2016
Fund Holdings
Top Holding | Allocation |
|---|---|
TREPS | 6.27 % |
ICICI Bank | 5.79 % |
HDFC Bank | 4.81 % |
Infosys | 4 % |
ITC | 3.31 % |
Others | 75.82 % |
Similar Funds
Funds | ARQ Rating | 3Y Return |
|---|---|---|
3 | 34.57% | |
3.5 | 33.66% | |
4.5 | 35.68% |
Other Funds by SBI Mutual Fund
Funds | 3Y Return |
|---|---|
| 39.19% |
| 48.36% |
| 42.84% |
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