CASPeR Ranking #95
SBI Large & Midcap Fund Regular Growth
NAV (Mon Jan 13 2025)
₹562
Returns (Since Inception)
13.38%
Category Average
14.29%
Rating
3
Allocation and Holdings
Asset class
Weightage
Financial Services
19.20%
Energy
3.16%
Technology
5.48%
Healthcare
4.91%
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4.5Overall rating
Scheme Information
Fund name
SBI Large & Midcap Fund Regular Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹29267.74 Cr
ISIN
INF200K01305
Inception Date
May 25 2005
Standard Deviation
12.696
Beta
0.88
Sharpe Ratio
0.833
Benchmark
IISL Nifty LargeMidcap 250 TR INR
Expense Ratio
1.610%
Exit Load
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
Very High Risk
Investment Objective
To provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising predominantly large cap and mid cap companies.
Fund Managers
Saurabh Pant
About the AMC
SBI Funds Management Ltd
Phone Number
022 - 61793000Email Address
partnerforlife@sbimf.comCorporate Office Address
9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), MumbaiOverall AUM
₹29267.74 Cr
Website
www.sbimf.com
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