SBI Funds Management Private Limited

SBI Large & Midcap Fund- Regular Plan -Growth

EquityLarge & Mid Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return22.7%
  • 3 yr return29.2%
  • 5 yr return14.6%
  • Expense Ratio1.88%
  • Lock-in Period--
  • Exit Load0.1%
  • Fund Size (Cr)Rupees10512.2
  • NAVRupees421.1

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

Fund Video

Analysis

Introducing SBI Large and Mid-Cap Fund - Regular Growth Plan for Wealth Creation

The SBI Large & Mid-cap Fund is a popular investment option that aims to strike a balance between large-cap and mid-cap stocks in the Indian equity market. As the name suggests, the fund invests in a combination of established large-cap companies and promising mid-cap companies, allowing investors to benefit from both stability and growth potential. Managed by experienced professionals, the fund aims to identify quality stocks with a strong track record and potential for future growth. It offers investors the opportunity to diversify their portfolio across market segments, providing exposure to different sectors and companies. Considered among the best mid cap mutual funds in India, the SBI Large & Midcap Fund is designed for those seeking a balanced approach to equity investments in India.

Entry and Exit Load

SBI Large & Midcap Fund Regular Growth Plan has an entry load of 0%, meaning there are no charges when investing in the fund. However, it does have an exit load of 0.1% if the investment is redeemed within 30 days of purchase.

Minimum Investment Amount  

The SBI Large & Midcap Fund Regular Growth Plan offers investment opportunities with flexible minimum investment amounts. For Systematic Investment Plans (SIPs), the minimum amount required is 1000 rupees. This allows investors to contribute a fixed amount regularly over a specified period. On the other hand, for lump sum investments, the minimum required amount is 5000 rupees. This option enables investors to make a one-time investment in the fund. Both options cater to investors with varying investment preferences and financial capacities.

Fund Manager

SBI Large & Midcap Fund is managed by Saurabh Jain and Mohit Jain.

Other Funds by SBI Mutual Fund

SBI Technology Opportunities Fund - Regular Plan - Growth

SBI Small Cap Fund - Regular Plan - Growth

SBI Healthcare Opportunities Fund - Regular Plan - Growth

SBI Infrastructure Fund - Regular Plan - Growth

SBI Long Term Equity Fund - Regular Plan- Growth

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Investment Objective

To Provide Investors Long Term Capital Appreciation Along With The Liquidity Of An Open-Ended Scheme. The Scheme Will Invest In A Diversified Portfolio Of Equities Of High Growth Companies.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Ltd. 5.5
  • TREPS 5.5
  • HDFC Bank Ltd. 4.5
  • Infosys Ltd. 3.4
  • ITC Ltd. 3.3
  • State Bank of India 3
  • Axis Bank Ltd. 2.7
  • Page Industries Ltd. 2.7
  • The Indian Hotels Company Ltd. 2.6
  • Divi's Laboratories Ltd. 2.5
  • Reliance Industries Ltd. 2.5
  • Sectors %
  • Banks17.1
  • Industrial Products7.8
  • Pharmaceuticals7.7
  • Automobiles6.3
  • Cash/Deposits/Margins/Treps/Repo/Swaps6.1

Fund House