- Mutual Funds
- SBI Mutual Fund
- SBI Large & Midcap Fund (G)
SBI Large & Midcap Fund (G)
₹ 617.277
NAV (Oct 14)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 617.277
NAV (Oct 14)
Fund Returns
Last 1Y | 36.4% |
Last 3Y | 18.1% |
Last 5Y | 23.6% |
Last 10Y | 16.7% |
Since Inception | 15.4% |
6 Month CAGR | 17.1% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 1.62 |
Launched (0y ago) | 1.62 |
AUM in Crores | 29234.4 |
ISIN | INF200K01305 |
Lock-in | - |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.2 |
Beta | 0.8 |
Sharpe Ratio | 1.2 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Large & Midcap Fund (G) | 13,43,315 | 6,10,703 | 23.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
6.1%Others
4.3%Reliance Industries Ltd.
4.2%ICICI Bank Ltd.
3.3%State Bank of India
2.9%Allocation by Sector
Financial
21.1%Technology
10.2%Healthcare
8.8%Materials
8.4%Automobile
7.2%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
9.8% | 14.6% | ||
15.4% | 6.4% | ||
18.1% | 15.4% | ||
24.9% | 16.5% | ||
24.7% | 17.5% |
SBI Large & Midcap Fund (G) Review
SBI Large & Midcap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 15.387% over a period of NaN years. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Saurabh Pant.
Nav of SBI Large & Midcap Fund (G) as of 10/14/2024 is ₹617.28 with the total AUM as of 10/16/2024 is ₹29234.367907. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Large & Midcap Fund (G) was launched on . The category risk of the fund is Low.
The minimum SIP amount for SBI Large & Midcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
SBI Large & Midcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Large Midcap 250 Total Return Index.
It is rated as a 4 fund in Equity and delivered 36.446% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Large & Midcap Fund (G).
Frequently Asked Questions
What is SBI Large & Midcap Fund (G)?
How to invest in SBI Large & Midcap Fund (G)?
You can invest in SBI Large & Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Large & Midcap Fund (G)?
The minimum sip amount for SBI Large & Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Large & Midcap Fund (G) good to invest in?
As per Scripbox experts, it is a 4 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Large & Midcap Fund (G)?
The expense ratio of the SBI Large & Midcap Fund (G) is 1.62% for regular plan.
What is the NAV of SBI Large & Midcap Fund (G)?
Today's SBI Large & Midcap Fund (G) NAV is ₹617.28.