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SBI Large & MIDCap Fund- Regular Plan -Growth

Category: Equity: Large and Mid Cap Launch Date: 28-02-1993
AUM:

₹ 22,689.5 Cr

Expense Ratio

1.65%

Benchmark

NIFTY LARGE MIDCAP 250 TRI

ISIN

INF200K01305

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Saurabh Pant, Pradeep Kesavan

Fund Performance 1Y (%) 3Y (%) 5Y (%)
SBI Large & MIDCap Fund- Regular Plan -Growth 29.99 20.79 20.04
NIFTY LARGE MIDCAP 250 TRI 39.99 21.73 21.57
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
526.2231
Last change
1.72 (0.3274%)
Fund Size (AUM)
₹ 22,689.5 Cr
Performance
17.76% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme seeks capital appreciation through investments primarily in equities. It was converted into an open-ended plan from April 1998.

Fund Manager
Saurabh Pant, Pradeep Kesavan
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC Bank Ltd. 4.35
Reliance Industries Ltd. 4.01
ICICI Bank Ltd. 3.75
State Bank of India 3.02
HDFC Asset Management Company Ltd. 2.93
Muthoot Finance Ltd. 2.91
Voltas Ltd. 2.47
Others 2.46
National Aluminium Company Ltd. 2.37
Abbott India Ltd. 2.33

Sector Allocation

Sector Holdings (%)
Financial 20.76
Healthcare 10.26
Automobile 9.22
Technology 8.51
Materials 7.45
Metals & Mining 7.38
Services 6.84
Energy 5.68
Consumer Staples 5.38
Consumer Discretionary 5.2

Peer Comparison

Scheme Name 5Y (%)
SBI Large & MidCap Reg Gr 20.04
Quant Large & MidCap Gr 27.96
Bandhan Core Equity Reg Gr 21.68
Motilal Oswal Large and MidCap Reg Gr 0.0
Mahindra Manulife Large & Mid Cap Fund Reg Gr 0.0
Invesco India Large and Mid Cap Gr 19.29
HDFC Large and Mid Cap Gr 22.39
Nippon India Vision Gr Gr 20.17
UTI Large & Mid Cap Fund Reg Gr 20.56
HSBC Large and Mid Cap Gr 19.94