SBI Large & Midcap Fund

SBI Large & Midcap Fund

Equity: Large & Mid Cap | Growth

5Y CAGR

+14.12%

Fund Size

₹42,325.05 Cr

Min. Investment

₹100

Score

63%

QUICK FUND SUMMARY

SBI Large & Midcap Fund Growth is an equity mutual fund managing assets worth ₹42,325.05 Cr. The current NAV is ₹653.54 as of Aug 27. It has delivered a 5-year CAGR of 14.12%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds HDFC Bank Ltd., HDFC Asset Management Company Ltd., Reliance Industries Ltd., Axis Bank Ltd. and Abbott India Ltd..

Make informed investment decisions using insights from CRISP (Consistency, Risk and Investment Style of the Portfolio) Rating.
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SBI Large & Midcap Fund Details

Fund Size

₹42,325.05 Cr

Type

Equity: Large & Mid Cap

Minimum Investment

₹100

NAV (Aug 27)

₹653.54

Plan Type

Regular

Launch Date

26 May 2005

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

1.65%

Withdrawal Charge

Exit load of 0.10% if redeemed within 30 days.

SBI Large & Midcap Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

SBI Large & Midcap Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
SBI Large & Midcap Fund
SBI Large & Midcap Fund
+5.94%+13.75%+14.12%
ICICI Prudential Large & Mid Cap Fund
ICICI Prudential Large & Mid Cap Fund
+7.04%+17.23%+17.60%
HDFC Large and Mid Cap Fund
HDFC Large and Mid Cap Fund
+5.07%+14.29%+15.52%
UTI Large & Mid Cap Fund
UTI Large & Mid Cap Fund
+5.29%+16.06%+14.64%

Returns Calculator

Monthly Investment

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹818

Your Total Value could have reached:

₹4,418

SBI Large & Midcap Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on SBI Large & Midcap Fund

SBI Large & Midcap Fund is a Growth Equity mutual fund managed by SBI Mutual Fund. It follows a Medium Value Momentum Quality investment strategy. The fund is rated 63/100 on the CRISP scale.

The current NAV of SBI Large & Midcap Fund is ₹653.54 as of Aug 27.

You can invest in SBI Large & Midcap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for SBI Large & Midcap Fund is ₹100.

The expense ratio of SBI Large & Midcap Fund is 1.65%.

SBI Large & Midcap Fund has an exit load as follows: exit load of 0.10% if redeemed within 30 days.

SBI Large & Midcap Fund has a CRISP Score of 63/100, indicating High consistency, relative risk within the acceptable range, investment style Medium on Value, Momentum, and Quality factors. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.

Short-term capital gains (STCG) on SBI Large & Midcap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.