SP
Saurabh PantFund Manager Since 10 Sept 2016
EquityLarge & Mid-Cap
SBI Large & Midcap Fund Direct Growth
3Y Annualised
17.57%
-0.09% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.25%
-0.09% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 3 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹29416.39 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.001%
For exit on or before 30 days from the date of allotment – 0.10 %. For exit after 30 days from the date of allotment – Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
173rd
SBI Large & Midcap Fund Direct Growth
2.25%
Fund Managers
About SBI Large & Midcap Fund Direct Growth
SBI Large & Midcap Fund Direct Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. SBI Large & Midcap Fund Direct Growth has ₹29416.39 Cr worth of assets under management (AUM) as of Thu May 08 2025. The latest Net Asset Value (NAV) of SBI Large & Midcap Fund Direct Growth as of Fri May 02 2025 is ₹629.7917. The fund has an expense ratio of 0.75%, which is medium comparable to most other Equity funds.
SBI Large & Midcap Fund Direct Growth returns for the last 1 year are 9.09%. Since launch, it has delivered 17.24% average annual returns.
The SBI Large & Midcap Fund Direct Growth has the majority of its money invested in Financial Services, Energy, Basic Materials, Healthcare sectors.
Top 5 Holdings of SBI Large & Midcap Fund Direct Growth.
- HDFC Bank Ltd: 8.18%
- Kotak Mahindra Bank Ltd: 4.13%
- Axis Bank Ltd: 3.45%
- Reliance Industries Ltd: 3.29%
- Shree Cement Ltd: 3.01%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Large & Midcap Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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How to Redeem SBI Large & Midcap Fund Direct Growth?
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