SP
Saurabh PantFund Manager Since 10 Sept 2016
EquityLarge & Mid-Cap
SBI Large & Midcap Fund Direct Growth
3Y Annualised
15.62%
-0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-11.36%
-0.01% 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 9 months
NIFTY 50
7 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹38765.94 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%
144th
SBI Large & Midcap Fund Direct Growth
-11.36%
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 13 years, having been launched on 2013-01-01. SBI Large & Midcap Fund Direct Growth has ₹38765.94 Cr worth of assets under management (AUM) as of Wed Apr 01 2026. The latest Net Asset Value (NAV) of SBI Large & Midcap Fund Direct Growth as of Tue Mar 31 2026 is ₹631.6034. The fund has an expense ratio of 0.72%, which is medium comparable to most other Equity funds.
SBI Large & Midcap Fund Direct Growth returns for the last 1 year are 2.18%. Since launch, it has delivered 15.99% average annual returns.
The SBI Large & Midcap Fund Direct Growth has the majority of its money invested in Financial Services, Consumer Cyclical, Industrials, Energy, Consumer Defensive, Basic Materials sectors.
Top 5 Holdings of SBI Large & Midcap Fund Direct Growth.
- HDFC Bank Ltd: 5.04%
- State Bank of India: 3.56%
- Axis Bank Ltd: 3.28%
- Bharat Forge Ltd: 3.20%
- Ashok Leyland Ltd: 3.05%
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 |
Similar Funds from SBI Funds Management Ltd
SBI PSU Regular Growth
EquityEquity - Other
3Y CAGR
29.38%
expense ratio
1.82%
fund size
₹6545.08 Cr
SBI Infrastructure Fund Direct Growth
EquityEquity - Infrastructure
3Y CAGR
16.93%
expense ratio
1.04%
fund size
₹4645.50 Cr
SBI Children's Benefit Fund Direct Growth
AllocationChildren
3Y CAGR
11.98%
expense ratio
0.86%
fund size
₹133.79 Cr
SBI Flexicap Fund Regular Growth
EquityFlexi Cap
3Y CAGR
9.63%
expense ratio
1.66%
fund size
₹23297.45 Cr
SBI S&P BSE Sensex ETF
EquityLarge-Cap
3Y CAGR
8.07%
expense ratio
0.04%
fund size
₹121592.96 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
