SBI Large & MIDCap Fund- Regular Plan -Growth
Category: Equity: Large and Mid Cap
Launch Date: 28-02-1993
AUM:
₹ 29,416.39 Cr
Expense Ratio
1.6%
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 | 8.62 | 16.42 | 25.55 |
| NIFTY LARGE MIDCAP 250 TRI | 6.62 | 17.84 | 26.63 |
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
582.1357
Last change
-1.69 (-0.2911%)
Fund Size (AUM)
₹ 29,416.39 Cr
Performance
17.43% (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 LIMITED EQ NEW FV RE. 1/- | 8.18 |
| TREPS | 4.62 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 4.13 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.45 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.29 |
| SHREE CEMENT LIMITED EQ | 3.01 |
| ABBOTT INDIA LIMITED EQ | 2.87 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.68 |
| HDFC ASSET MANAGEMENT COMPANY LTD EQ NEW FV RS. 5/- | 2.61 |
| ALKEM LABORATORIES LIMITED EQ | 2.45 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.16 |
| Healthcare | 11.64 |
| Automobile and Auto Components | 8.12 |
| N/A | 6.17 |
| Information Technology | 5.89 |
| Fast Moving Consumer Goods | 5.51 |
| Metals & Mining | 5.08 |
| Consumer Durables | 4.67 |
| Capital Goods | 4.57 |
| Construction Materials | 4.4 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| SBI Large & MidCap Reg Gr | 25.55 |
| Invesco India Large and Mid Cap Gr | 24.43 |
| DSP Equity Opp Reg Gr | 25.32 |
| ICICI Pru Large & MidCap Gr | 29.26 |
| UTI Large & Mid Cap Fund Reg Gr | 28.35 |
| Franklin India Equity Advtg Gr | 24.46 |
| Nippon India Vision Gr Gr | 26.72 |
| Sundaram Large and MidCap Gr | 25.77 |
| PGIM India Large and Mid Cap Reg Gr | 0.0 |
| Canara Robeco Emerging Equities Reg Gr | 23.45 |