SBI Large & Midcap Fund Direct Growth - Latest NAV ₹299.9887, Returns, Performance & Portfolio

SBI Large & Midcap Fund Direct Growth

  • highlight
    16.83%
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    (--5.74)299.9887

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 19.73 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years16.83%
3 Years10.64%
1 Year21.95%
6 Months30.21%
Fund Details
ISININF200K01UJ5
RiskModerately High risk
Fund TypeLarge & Mid-Cap
NAV299.9887
Exit Load0.1% for 30 Days

More about this fundstar

Top HoldingsWeightage
Page Industries Ltd5.93%
HDFC Bank Ltd5.84%
ICICI Bank Ltd4.68%
Infosys Ltd3.42%
State Bank of India3.22%
Emami Ltd2.9%
Sheela Foam Ltd2.89%
Relaxo Footwears Ltd2.89%
Supreme Industries Ltd2.71%
Indian Hotels Co Ltd2.7%

About SBI Large & Midcap Fund - Direct Plan - Growth

The SBI Large & Midcap Fund - Direct Plan - Growth aims to offer capital growth in the long-run by investing in stocks of large and medium-sized businesses. The fund manager invests in a portfolio of large-cap and mid-cap stocks, focusing on companies which offer high growth.

Pros and Cons of SBI Large & Midcap Fund - Direct Plan - Growth

The SBI Large & Midcap Fund - Direct Plan - Growth invests in a portfolio of large and medium companies based on market capitalisation. The fund manager focuses on high growth stocks and invests in companies of different sizes to get maximum returns. On the flip side, the fund gets influenced by market movements and conservative investors must stay away.

Fund Information and Statistics

i) Inception/Launch Date

The SBI Large & Midcap Fund was launched on 01 January 2013.

ii) Risk Level

As per SBI Mutual Fund, the risk possessed by SBI Large & Midcap Fund is moderately high. However, the fund is less risky as compared to small-cap funds.

iii) Redemption

As SBI Large & Midcap Fund is an open-ended mutual fund scheme, you can place the redemption request at any time.

iv) Fund Manager

Mr Saurabh Pant is the current fund manager of the SBI Large & Midcap Fund.

v) Entry/Exit Load

There is no entry load as per Securities and Exchange Board of India (SEBI) regulations. An exit load of 0.1% would be applicable on a redemption, within one month.

About SBI Mutual Fund

SBI Mutual Fund is a joint venture between State Bank of India and AMUNDI of France. It is one of the largest asset management companies (AMC), launched way back in 1987. It has State Bank of India and SBI Mutual Fund Trustee Company Private Limited as the sponsor and trustee, respectively. SBI Mutual Fund has total assets under management (AUM) of a huge Rs 3.64 lakh crore as of June 2020.

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Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 19.73 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns