SBI Large & Midcap Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 16.1% | 27.8% | 15.9% | 16.9% | ||||
| Category Average | 13.3% | 26% | 14.1% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | 0.10% - For exit on or before 30 days from the date of allotment Nil - For exit after 30 days from the date of allotment |
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Fund Objective
The SBI Large and Midcap Fund is an equity mutual fund that was launched on 26th May 2005. The fund invests in a combination of large-cap and mid-cap stocks and is managed by Saurabh Pant.
The fund’s investment objective is to provide long-term capital appreciation by investing in a well-diversified portfolio of large-cap and mid-cap stocks. The fund aims to generate returns through a combination of capital appreciation and dividend income.
The fund invests primarily in equities of large-cap and mid-cap companies, which are companies with a market capitalization that falls within the top 100 to 250 largest companies in the market. The fund’s investment strategy is to maintain a well-diversified portfolio of stocks from various sectors to reduce risk.
Pros & Cons
Pros |
Cons |
| By investing in a combination of large-cap and mid-cap stocks, the fund has the potential to generate higher returns compared to investing in a single large-cap stock. | The fund’s value can be subject to fluctuations as it invests in equities, which carry market risk. |
| The fund’s investment strategy of investing in a combination of large-cap and mid-cap stocks provides an opportunity for diversification, potentially reducing the risk of investing in individual stocks. | Mid-cap stocks are generally considered to be more volatile than large-cap stocks, which can result in higher short-term fluctuations in the fund’s value. |
How to Invest in SBI Large and Midcap Fund
Investing in the SBI Large & Midcap Fund is a quick and straightforward process through a platform like 5Paisa. To invest, follow these steps:
Step 1: Log in to your 5Paisa Account. If you do not have one, click the link to register and create a new 5Paisa account in 3 easy steps. Alternatively, you can download the 5Paisa app on your smartphone for Android or IOS and log in from your device.
Step 2: Search for the SBI Mutual Fund scheme that you want to invest in
Step 3: Select the option that is apt for your requirement and risk appetite
Step 4: Select the investment type – SIP (Systematic Investment Plan) or Lumpsum
Step 5: Input the amount that you’d like to invest and proceed with payment by clicking on the ‘Invest Now’ button
That’s it! This sums up the investment process. Once your payment is successful, you can see the SBI Mutual Fund reflected in your 5Paisa account in 3-4 working days. If you have selected the SIP option, the chosen amount will get deducted every month starting from the date you have made the payment.
What is the Expense Ratio of SBI Large and Midcap Fund
The expense ratio is a metric used to gauge the overall cost of running a mutual fund, expressed as a percentage of the fund’s average net assets. This calculation incorporates a range of fees and expenses associated with the fund, such as management fees, administrative costs, and distribution expenses.
When evaluating the cost of investing in a mutual fund, it is crucial to take the expense ratio into account, as it can have a substantial impact on investment returns. As such, it is advisable to compare the expense ratios of different funds and select the one that provides the best value for money.
Who Should Invest in SBI Large and Midcap Fund
SBI Large & Midcap Fund is a mutual fund that invests in large and mid-cap companies in India. The fund is suitable for investors who:
1. Have a moderate to high-risk tolerance: This fund invests in large and mid-cap companies, which are generally considered to be riskier than investments in large-cap companies.
2. Seek growth-oriented investments: The fund is designed to provide capital appreciation over the long term by investing in companies that have the potential to grow at a faster pace than the broader market.
3. Have a long-term investment horizon: The fund is suitable for investors who are willing to stay invested for at least 5 to 7 years and can tolerate the ups and downs of the stock market.
4. Want to diversify their portfolio: Investing in the SBI Large & Midcap Fund can help diversify your portfolio, reduce overall portfolio risk and improve the chances of higher returns.
What are the Benefits of Investing in SBI Large and Midcap Fund
Investing in SBI Large & Midcap Fund can provide several benefits, including:
1. Diversification
By investing in a mix of large and mid-cap companies, the fund helps to diversify the portfolio, reducing overall portfolio risk and improving the chances of higher returns.
2. Professional Management
The fund is managed by experienced professionals who have the knowledge and expertise to make informed investment decisions.
3. Long-term Capital Appreciation
By investing in companies with the potential for growth, the fund has the potential to provide long-term capital appreciation, making it an ideal investment for long-term goals.
4. Liquidity
Mutual funds are highly liquid, making it easy for investors to buy or sell their units at any time.
5. Convenient Investment Options
Investors can choose to invest in the SBI Large & Midcap Fund through a lump sum investment or through a Systematic Investment Plan (SIP), which allows them to invest a fixed amount regularly and benefit from the power of compounding.
Fund Managers
Saurabh Pant
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large & Mid Cap .
-
- 10,679
-
19.6%Fund Size - 10,679
-
30%Fund Size - 10,679
-
16.1%Fund Size - 10,679
-
- Equity .
- Large & Mid Cap .
-
- 9,123
-
17.2%Fund Size - 9,123
-
29.7%Fund Size - 9,123
-
16.5%Fund Size - 9,123
-
- Equity .
- Large & Mid Cap .
-
- 1,887
-
17.8%Fund Size - 1,887
-
27.1%Fund Size - 1,887
-
13.8%Fund Size - 1,887
-
- Equity .
- Large & Mid Cap .
-
- 2,802
-
20.6%Fund Size - 2,802
-
27%Fund Size - 2,802
-
14.2%Fund Size - 2,802
-
- Equity .
- Large & Mid Cap .
-
- 14,654
-
16.2%Fund Size - 14,654
-
25.1%Fund Size - 14,654
-
16%Fund Size - 14,654
AMC Contact Details
More Funds from SBI Mutual Fund
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 186
-
13.7%Fund Size - 186
-
34.2%Fund Size - 186
-
22.5%Fund Size - 186
-
- Debt .
- Fixed Maturity Plans .
-
- 242
-
11.2%Fund Size - 242
-
14.5%Fund Size - 242
-
14%Fund Size - 242
-
- Debt .
- Fixed Maturity Plans .
-
- 142
-
11.2%Fund Size - 142
-
14.5%Fund Size - 142
-
14%Fund Size - 142
-
- Debt .
- Fixed Maturity Plans .
-
- 159
-
11.2%Fund Size - 159
-
14.5%Fund Size - 159
-
14%Fund Size - 159
-
- Debt .
- Fixed Maturity Plans .
-
- 424
-
11.2%Fund Size - 424
-
14.5%Fund Size - 424
-
14%Fund Size - 424
Mutual Funds By Category
Equity
Debt
Hybrid
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
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23%Fund Size - 757
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13.7%Fund Size - 757
Frequently Asked Questions
How to invest in SBI Large & Midcap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Large & Midcap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of SBI Large & Midcap Fund – Direct Growth ?
How to redeem SBI Large & Midcap Fund – Direct Growth holding ?
What is the minimum sip amount of SBI Large & Midcap Fund – Direct Growth?
What are the top sectors SBI Large & Midcap Fund – Direct Growth has invested in?
- Banks - 17.43%
- Pharmaceuticals & Biotech - 9.75%
- Industrial Products - 6.68%
- Debt - 6.16%
- Auto Components - 5.85%
Can I make investments in both the SIP and Lump Sum schemes of SBI Large & Midcap Fund – Direct Growth?
How much returns have SBI Large & Midcap Fund – Direct Growth generated ?
What is the expense ratio of SBI Large & Midcap Fund – Direct Growth ?
What is the AUM of SBI Large & Midcap Fund – Direct Growth?
What are the top stock holdings of SBI Large & Midcap Fund – Direct Growth?
- HDFC Bank - 5.59%
- ICICI Bank - 5.33%
- HDFC AMC - 2.93%
- Infosys - 2.83%
- St Bk of India - 2.5%
How can I redeem my investments in SBI Large & Midcap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Large & Midcap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.