SBI Large & Midcap Fund Direct Growth
- 15.79%
- (--1.1)355.6892
Min amount: ₹1,000
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 15.79% |
| 3 Years | 18.13% |
| 1 Year | 65.42% |
| 6 Months | 24.74% |
| Fund Details | |
|---|---|
| ISIN | INF200K01UJ5 |
| Risk | Very High Risk |
| Fund Type | Large & Mid-Cap |
| NAV | 355.6892 |
| Exit Load | 0.1% for 30 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| HDFC Bank Ltd | 5.57% |
| Page Industries Ltd | 4.96% |
| ICICI Bank Ltd | 4.69% |
| State Bank of India | 3.7% |
| Infosys Ltd | 3.38% |
| Relaxo Footwears Ltd | 2.68% |
| Bharat Forge Ltd Shs Dematerialised | 2.48% |
| Kirloskar Oil Engines Ltd | 2.47% |
| Balkrishna Industries Ltd | 2.45% |
| Indian Hotels Co Ltd | 2.43% |
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
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