SBI Large & Midcap Fund Regular Growth - Latest NAV ₹245.9782, Returns, Performance & Portfolio

SBI Large & Midcap Fund Regular Growth

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    9.5%
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    (+2.51)245.9782

Start your investment

Min amount: ₹100

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 7.18 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years11.03%
5 Years9.5%
3 Years4.14%
1 Year8.45%
6 Months38.84%
Fund Details
ISININF200K01305
RiskModerately High risk
Fund TypeLarge & Mid- Cap
NAV245.9782
Exit Load0.1% for 30 Days

More about this fundstar

Top HoldingsWeightage
ICICI Bank Ltd4.76%
HDFC Bank Ltd4.47%
Infosys Ltd4.01%
Balkrishna Industries Ltd3.84%
JK Cement Ltd3.56%
Bharti Airtel Ltd3.11%
Relaxo Footwears Ltd2.65%
Page Industries Ltd2.62%
Natco Pharma Ltd2.52%
Supreme Industries Ltd2.48%

About SBI Large & Midcap Fund

The SBI Large & Midcap Fund is an open-ended equity scheme. It seeks to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments of companies predominantly from the large and mid cap segment.

Pros & Cons of SBI Large & Midcap Fund

  • The scheme follows a mix of value and growth style of investing and uses a combination of the top-down and bottom-up approach for selecting stocks across sectors.
  • As on September 30, 2018, the scheme is ranked 3 under CRISIL’s Large & Mid Cap Fund category.
  • Further, it has generated returns of 18.63% per year over the 10 last years (as on January 16, 2019). However, the returns over the last year have been negative (-6.44%).

Fund Information and Statistics of SBI Large & Midcap Fund

i) Inception / Launch Date

The scheme was launched on 28 February 1993 by SBI Mutual Fund.

ii) Risk Level

According to the investment objective and asset allocation of the scheme, it has a Moderately-high risk level associated with it.

iii) Redemption

The minimum redemption amount is the lower of Rs. 1,000 or 100 units or the account balance. Further, the redemption proceeds are dispatched within 10 business days of the receipt of a valid redemption request.

iv) Fund Manager(s)

Mr. Saurabh Pant is the Fund Manager of the SBI Large & Midcap Fund since September 2016.

v) Entry / Exit Load

There is no entry load in this scheme. The exit load structure is as follows:

  • If the units are redeemed after the completion of 12 months from the date of allotment of the said units, then the exit load = Nil
  • If the units are redeemed within 12 months from the date of allotment of the said units, then the exit load = 1% of the applicable NAV

Tax benefits of investing in SBI Large & Midcap Fund

The following taxes are applicable to income arising from investing in this scheme:

  • STCG tax (units are held for a period of less than 12 months) of 15 percent on redemption of units.
  • LTCG (units are held for a period of more than 12 months), in excess of Rs 1 Lakh, is taxed at 10 percent without indexation benefits on the redemption of units.

About SBI Mutual Fund

A joint venture between the State Bank of India (SBI) and Amundi Asset Management Company, France, the SBI Mutual Fund offers need-specific investment products to investors, Further, it has also been instrumental in educating the investors about the benefits of investing in Mutual Funds.

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Frequently Asked Questions

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Start your investment

Min amount: ₹100

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 7.18 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