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SBI Large & Midcap Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.70 | 55.14 | 2.11 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.34 | 51.12 | 1.59 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.10% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY LargeMidcap 250 - TRI |
About Large & Mid Cap Fund
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Peers & Comparison
EquityLarge & Mid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| SBI Large & Midcap Fund | 37.35% | 19.15% | 18.42% |
| Mirae Asset Large & Midcap Fund | 34.19% | 14.87% | 23.14% |
| Kotak Equity Opp Fund | 40.24% | 21.08% | 18.65% |
| HDFC Large and Mid Cap Fund | 40.00% | 21.46% | 15.01% |
Price Comparison
Compare SBI Large & Midcap Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
ACTUAL
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Sector Distribution
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : -0.66 %
Holdings
6.08 %
-0.66 % - Reliance Industries Ltd3M change : -0.80 %
Holdings
3.84 %
-0.80 % - ICICI Bank Ltd3M change : -0.24 %
Holdings
3.22 %
-0.24 %
AMC Profile
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
107
Total AUM
₹ 7,78,561.19 Cr.
Fund Manager Profile
Saurabh Pant
AUM: ₹1,11,882.11 Cr.
|
Exp: 4yrs
Pradeep Kesavan
AUM: ₹2,07,816.96 Cr.
|
Exp: 18yrs
Manager Performance (0)
Tax Implications
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Opinions and Fund Reviews
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%